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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,297
shares
|
$750,306
0.04% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
14,276
shares
|
$749,204
0.49% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
14,273
shares
|
$749,047
0.39% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
14,260
shares
|
$748,364
0.02% of portfolio
|
Q1 2025
Added 20.75%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
14,242
shares
|
$747,420
0.39% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
14,228
shares
|
$746,685
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
14,186
shares
|
$744,481
0.69% of portfolio
|
Q1 2025
Added 104.94%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,005
shares
|
$734,982
0.01% of portfolio
|
Q2 2022
Reduced 0.82%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
13,988
shares
|
$734,090
0.16% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
13,981
shares
|
$733,722
0.0% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
13,970
shares
|
$733,145
0.13% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
13,964
shares
|
$732,830
0.07% of portfolio
|
Q4 2024
Added 155.42%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
13,915
shares
|
$730,259
0.07% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
13,893
shares
|
$729,104
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
13,887
shares
|
$728,789
0.01% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
13,783
shares
|
$723,331
0.69% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
13,755
shares
|
$721,862
0.39% of portfolio
|
Q1 2025
Added 42.47%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
13,682
shares
|
$718,031
0.46% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
13,680
shares
|
$717,926
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
13,634
shares
|
$715,512
0.05% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
13,581
shares
|
$712,730
0.03% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
13,577
shares
|
$712,520
0.04% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
13,568
shares
|
$712,048
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
13,473
shares
|
$707,063
0.25% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
13,470
shares
|
$706,905
0.05% of portfolio
|
Q2 2025
Reduced 1.24%
|