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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
11,734
shares
|
$596,673
0.19% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
11,717
shares
|
$595,809
0.02% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
11,700
shares
|
$594,945
0.19% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
11,693
shares
|
$594,589
0.06% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
11,665
shares
|
$593,165
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
11,625
shares
|
$591,131
0.02% of portfolio
|
Q4 2024
Reduced 36.87%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,598
shares
|
$589,758
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
11,472
shares
|
$583,351
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
11,463
shares
|
$582,893
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
11,454
shares
|
$582,435
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
11,420
shares
|
$580,707
0.01% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,392
shares
|
$579,283
0.17% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
11,384
shares
|
$578,876
0.05% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
11,378
shares
|
$578,571
0.18% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
11,356
shares
|
$577,452
0.18% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
11,308
shares
|
$575,011
0.06% of portfolio
|
Q3 2024
Reduced 97.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
11,303
shares
|
$574,757
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
11,243
shares
|
$571,706
0.38% of portfolio
|
Q1 2024
Reduced 9.64%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
11,236
shares
|
$571,350
0.07% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
11,231
shares
|
$571,096
0.21% of portfolio
|
Q4 2024
Added 83.96%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
11,225
shares
|
$570,791
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
11,184
shares
|
$568,706
0.02% of portfolio
|
Q3 2024
Reduced 29.99%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
11,181
shares
|
$568,553
0.17% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
11,129
shares
|
$565,909
0.14% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
11,115
shares
|
$565,197
0.04% of portfolio
|
Q3 2024
Reduced 4.3%
|