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 2,115 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
16,022
shares
|
$840,834
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
15,918
shares
|
$835,376
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
15,860
shares
|
$832,332
0.22% of portfolio
|
Q2 2024
Reduced 30.92%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
15,849
shares
|
$831,755
0.14% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
15,773
shares
|
$827,767
0.05% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
15,632
shares
|
$820,367
0.69% of portfolio
|
Q2 2025
Reduced 31.75%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
15,629
shares
|
$820,209
0.06% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
15,616
shares
|
$819,527
0.03% of portfolio
|
Q1 2025
Added 69.54%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
15,612
shares
|
$819,317
0.07% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
15,605
shares
|
$818,950
0.48% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
15,524
shares
|
$814,699
0.49% of portfolio
|
Q1 2025
Added 69.05%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
15,506
shares
|
$813,754
0.3% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
15,499
shares
|
$813,387
0.11% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
15,487
shares
|
$812,757
0.49% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
15,407
shares
|
$808,559
0.17% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
15,389
shares
|
$807,614
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
15,325
shares
|
$804,256
0.25% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
15,309
shares
|
$803,416
0.03% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
15,307
shares
|
$803,311
0.22% of portfolio
|
Q1 2025
Added 68.39%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
15,279
shares
|
$801,841
0.2% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
15,268
shares
|
$801,264
0.05% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
15,201
shares
|
$797,748
0.69% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
15,143
shares
|
$794,704
0.12% of portfolio
|
Q3 2023
Added 4.43%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
15,132
shares
|
$794,127
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
15,074
shares
|
$791,083
0.35% of portfolio
|
Q1 2025
Reduced 33.27%
|