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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
12,791
shares
|
$623,689
0.08% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
12,761
shares
|
$622,226
0.05% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
12,740
shares
|
$621,202
0.22% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
12,709
shares
|
$619,690
0.31% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
12,678
shares
|
$618,179
0.49% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
12,662
shares
|
$617,399
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
12,645
shares
|
$616,570
0.37% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
12,590
shares
|
$613,888
0.01% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
12,582
shares
|
$613,498
0.12% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,540
shares
|
$611,450
0.02% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
12,490
shares
|
$609,012
0.64% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
12,466
shares
|
$607,842
0.0% of portfolio
|
Q1 2025
Reduced 95.85%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
12,391
shares
|
$604,185
0.1% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
12,370
shares
|
$603,161
0.02% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
12,344
shares
|
$601,893
0.15% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,279
shares
|
$598,724
0.06% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
12,278
shares
|
$598,675
0.04% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
12,270
shares
|
$598,285
0.01% of portfolio
|
Q4 2024
Reduced 99.56%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
12,251
shares
|
$597,358
0.06% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
12,227
shares
|
$596,188
0.08% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,212
shares
|
$595,457
0.1% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
12,201
shares
|
$594,920
0.03% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
12,201
shares
|
$594,920
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12,144
shares
|
$592,141
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
12,124
shares
|
$591,166
0.34% of portfolio
|
Q1 2025
Added 153.85%
|