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 1,869 institutions that hold shares in the stock, with a total of 703 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,821
shares
|
$702,797
0.17% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
13,730
shares
|
$698,170
0.03% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
13,651
shares
|
$694,153
0.01% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
13,634
shares
|
$693,288
0.05% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
13,626
shares
|
$692,882
0.22% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
13,602
shares
|
$691,661
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
13,560
shares
|
$689,526
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
13,538
shares
|
$688,407
0.0% of portfolio
|
Q3 2024
Added 40.14%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
13,494
shares
|
$686,169
0.3% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,370
shares
|
$679,864
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,323
shares
|
$677,474
0.08% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
13,282
shares
|
$675,389
0.07% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,281
shares
|
$675,338
0.09% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
13,267
shares
|
$674,626
0.1% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,242
shares
|
$673,355
0.13% of portfolio
|
Q1 2024
Added 105.68%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
13,193
shares
|
$670,864
0.17% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
13,186
shares
|
$670,508
0.16% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
13,175
shares
|
$669,948
0.0% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,171
shares
|
$669,745
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,138
shares
|
$668,067
0.05% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
13,078
shares
|
$665,016
0.05% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
13,044
shares
|
$663,287
0.29% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,040
shares
|
$663,084
0.31% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
12,949
shares
|
$658,456
0.13% of portfolio
|
Q4 2024
Added 68.72%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
12,948
shares
|
$658,405
0.1% of portfolio
|
Q3 2024
Reduced 0.19%
|