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 |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
14,984
shares
|
$730,619
0.03% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
14,956
shares
|
$729,254
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
14,950
shares
|
$728,962
0.47% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
14,924
shares
|
$727,694
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
14,844
shares
|
$723,793
0.47% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
14,825
shares
|
$722,867
0.07% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
14,814
shares
|
$722,330
0.3% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
14,748
shares
|
$719,112
0.01% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
14,668
shares
|
$715,211
0.09% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
14,546
shares
|
$709,262
0.44% of portfolio
|
Q1 2025
Added 33.87%
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
14,546
shares
|
$709,262
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
14,543
shares
|
$709,116
0.57% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
14,521
shares
|
$708,043
0.28% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
14,506
shares
|
$707,312
0.72% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
14,442
shares
|
$704,191
0.03% of portfolio
|
Q1 2025
Added 517.71%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
14,436
shares
|
$703,899
0.29% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
14,419
shares
|
$703,070
0.24% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
14,407
shares
|
$702,485
0.44% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
14,403
shares
|
$702,290
0.09% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
14,397
shares
|
$701,997
0.24% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
14,370
shares
|
$700,681
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
14,345
shares
|
$699,462
0.1% of portfolio
|
Q4 2023
Reduced 7.91%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,309
shares
|
$697,706
0.02% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
14,300
shares
|
$697,268
0.29% of portfolio
|
Q4 2022
Reduced 2.1%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,297
shares
|
$697,121
0.04% of portfolio
|
Q4 2022
Added 0.16%
|