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 |
|---|---|---|---|---|---|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
17,745
shares
|
$865,246
1.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
17,729
shares
|
$864,466
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
17,660
shares
|
$861,101
0.02% of portfolio
|
Q1 2025
Reduced 93.12%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
17,637
shares
|
$859,980
0.03% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
17,564
shares
|
$856,420
0.29% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
17,435
shares
|
$850,130
0.47% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
17,429
shares
|
$849,838
0.11% of portfolio
|
Q1 2025
Added 50.8%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
17,398
shares
|
$848,326
0.2% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
17,351
shares
|
$846,034
0.22% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
17,210
shares
|
$839,159
0.51% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
17,160
shares
|
$836,721
0.04% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
17,108
shares
|
$834,186
0.08% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
17,094
shares
|
$833,503
0.56% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
17,071
shares
|
$832,381
0.41% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
17,071
shares
|
$832,381
0.27% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
17,052
shares
|
$831,455
0.02% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
17,036
shares
|
$830,675
0.02% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
16,937
shares
|
$825,848
0.54% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
16,923
shares
|
$825,165
0.83% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
16,915
shares
|
$824,775
0.45% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
16,909
shares
|
$824,482
0.04% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
16,905
shares
|
$824,287
0.01% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
16,898
shares
|
$823,946
0.07% of portfolio
|
Q4 2024
Added 31.82%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
16,829
shares
|
$820,582
0.09% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
16,821
shares
|
$820,191
0.23% of portfolio
|
Q1 2025
Added 21.71%
|