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 |
|---|---|---|---|---|---|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
16,720
shares
|
$815,267
0.3% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
16,707
shares
|
$814,633
0.7% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
16,662
shares
|
$812,439
0.21% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
16,640
shares
|
$811,366
0.48% of portfolio
|
Q1 2025
Added 25.7%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
16,600
shares
|
$809,416
0.03% of portfolio
|
Q1 2025
Reduced 53.11%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
16,562
shares
|
$807,563
0.06% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
16,534
shares
|
$806,197
0.06% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
16,514
shares
|
$805,222
0.34% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
16,441
shares
|
$801,663
0.11% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
16,436
shares
|
$801,419
0.03% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
16,394
shares
|
$799,371
0.14% of portfolio
|
Q1 2025
Added 26.6%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
16,377
shares
|
$798,542
0.24% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
16,351
shares
|
$797,274
0.18% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
16,322
shares
|
$795,860
0.04% of portfolio
|
Q2 2024
Added 6.81%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
16,291
shares
|
$794,349
0.04% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
16,261
shares
|
$792,886
0.54% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
16,252
shares
|
$792,447
0.01% of portfolio
|
Q1 2025
Added 75.62%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
16,225
shares
|
$791,131
0.23% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
16,214
shares
|
$790,594
0.04% of portfolio
|
Q1 2025
Added 39.48%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
16,183
shares
|
$789,083
0.1% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Wilson & Boucher Capital Management, LLC
|
May 14, 2025 Q1 2025 |
16,125
shares
|
$786,255
0.6% of portfolio
|
Q1 2025
Added 27.47%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
16,122
shares
|
$786,108
0.87% of portfolio
|
Q2 2022
Reduced 24.58%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
16,118
shares
|
$785,913
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
16,075
shares
|
$783,817
0.17% of portfolio
|
Q4 2022
Reduced 6.07%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
16,074
shares
|
$783,768
0.06% of portfolio
|
Q4 2024
Reduced 0.43%
|