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 |
|---|---|---|---|---|---|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
13,462
shares
|
$706,485
0.13% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
13,400
shares
|
$703,232
0.03% of portfolio
|
Q1 2025
Reduced 20.37%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
13,320
shares
|
$699,033
0.58% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
13,313
shares
|
$698,666
0.18% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
13,306
shares
|
$698,298
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,281
shares
|
$696,986
0.09% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
13,277
shares
|
$696,776
0.05% of portfolio
|
Q1 2025
Reduced 41.54%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
13,265
shares
|
$696,147
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,242
shares
|
$694,940
0.13% of portfolio
|
Q1 2024
Added 105.68%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
13,233
shares
|
$694,467
0.22% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
13,203
shares
|
$692,893
0.32% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Morangie Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,181
shares
|
$691,738
0.64% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,171
shares
|
$691,214
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
13,167
shares
|
$691,004
0.12% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
13,149
shares
|
$690,059
0.04% of portfolio
|
Q1 2025
Reduced 25.69%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
13,018
shares
|
$683,184
0.01% of portfolio
|
Q1 2025
Reduced 26.94%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
May 09, 2025 Q1 2025 |
13,000
shares
|
$682,240
6.99% of portfolio
|
Q1 2025
New holding
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
12,921
shares
|
$678,094
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
12,898
shares
|
$676,887
0.17% of portfolio
|
Q1 2025
Reduced 46.52%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
12,880
shares
|
$675,942
0.12% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
12,865
shares
|
$675,155
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
12,843
shares
|
$674,000
0.14% of portfolio
|
Q1 2025
Added 16.91%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
12,815
shares
|
$672,531
0.48% of portfolio
|
Q1 2025
Added 128.11%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
12,805
shares
|
$672,006
0.18% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
12,805
shares
|
$672,006
0.16% of portfolio
|
Q1 2025
Reduced 19.85%
|