Institutional Ownership Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF). We have compiled data on the 2,106 institutions that hold shares in the stock, with a total of 792 Million shares, which have been reported (via 13F filing form) to have a value of $38.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
18,667
shares
|
$910,202
0.32% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
18,659
shares
|
$909,812
0.28% of portfolio
|
Q1 2025
Reduced 70.71%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
18,655
shares
|
$909,617
0.15% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
18,631
shares
|
$908,447
0.11% of portfolio
|
Q1 2025
Added 101.92%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
18,623
shares
|
$908,057
0.37% of portfolio
|
Q2 2023
Added 17.92%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
18,498
shares
|
$901,962
0.08% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
18,482
shares
|
$901,182
0.71% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
18,433
shares
|
$898,793
0.07% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
18,386
shares
|
$896,501
0.75% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
18,300
shares
|
$892,308
0.01% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
18,295
shares
|
$892,064
0.32% of portfolio
|
Q1 2025
Added 30.49%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
18,239
shares
|
$889,333
0.0% of portfolio
|
Q3 2022
Reduced 71.34%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
18,215
shares
|
$888,163
0.19% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
18,189
shares
|
$886,895
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,162
shares
|
$885,579
0.04% of portfolio
|
Q2 2022
Reduced 25.26%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,117
shares
|
$883,384
0.07% of portfolio
|
Q1 2025
Added 58.85%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
18,094
shares
|
$882,263
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
18,093
shares
|
$882,214
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
18,089
shares
|
$882,019
0.45% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
17,987
shares
|
$877,046
0.18% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
17,941
shares
|
$874,803
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
17,928
shares
|
$874,169
0.02% of portfolio
|
Q1 2025
Reduced 75.1%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
17,927
shares
|
$874,120
0.0% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
17,924
shares
|
$873,974
0.04% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
17,865
shares
|
$871,097
0.22% of portfolio
|
Q1 2025
Added 2.71%
|