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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
12,109
shares
|
$590,434
0.2% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
12,105
shares
|
$590,239
0.07% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
12,082
shares
|
$589,118
0.05% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
12,069
shares
|
$588,484
0.1% of portfolio
|
Q1 2025
Added 86.22%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
12,031
shares
|
$586,631
0.47% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
12,011
shares
|
$585,656
0.19% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
12,000
shares
|
$585,120
0.47% of portfolio
|
Q3 2023
Reduced 1.61%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
12,000
shares
|
$585,120
0.19% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
11,950
shares
|
$582,682
0.2% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,945
shares
|
$582,438
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,930
shares
|
$581,706
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
11,915
shares
|
$580,975
0.08% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
11,912
shares
|
$580,829
0.03% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
11,907
shares
|
$580,585
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
11,902
shares
|
$580,341
0.16% of portfolio
|
Q1 2025
Reduced 83.97%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
11,883
shares
|
$579,415
0.21% of portfolio
|
Q1 2025
Added 19.07%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
11,809
shares
|
$575,806
0.08% of portfolio
|
Q1 2025
Reduced 58.9%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
11,809
shares
|
$575,806
0.52% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
11,807
shares
|
$575,709
0.42% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,796
shares
|
$575,172
0.1% of portfolio
|
Q2 2023
Reduced 1.24%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
11,792
shares
|
$574,977
0.01% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
11,772
shares
|
$574,002
0.04% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
11,745
shares
|
$572,686
0.1% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
11,710
shares
|
$570,979
0.18% of portfolio
|
Q1 2025
Reduced 70.23%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
11,690
shares
|
$570,004
0.06% of portfolio
|
Q1 2025
Added 11.44%
|