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 2,045 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $36.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
717,726
shares
|
$34 Million
2.21% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
703,602
shares
|
$33.4 Million
0.16% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
698,314
shares
|
$33.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 97.75%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
688,900
shares
|
$32.7 Million
5.29% of portfolio
|
Q4 2023
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
683,514
shares
|
$32.4 Million
0.06% of portfolio
|
Q4 2024
Added 33.75%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
666,297
shares
|
$31.6 Million
2.58% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
666,255
shares
|
$31.6 Million
0.14% of portfolio
|
Q2 2023
Reduced 97.43%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
652,104
shares
|
$30.9 Million
0.11% of portfolio
|
Q4 2024
Added 48.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
642,662
shares
|
$30.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
639,101
shares
|
$30.3 Million
6.04% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
612,634
shares
|
$29.1 Million
0.09% of portfolio
|
Q4 2024
Added 93.95%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Feb 14, 2025 Q4 2024 |
610,183
shares
|
$28.9 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
609,000
shares
|
$28.9 Million
0.92% of portfolio
|
Q4 2024
Added 592.05%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
608,791
shares
|
$28.9 Million
1.07% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
608,289
shares
|
$28.8 Million
5.07% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
602,938
shares
|
$28.6 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
602,427
shares
|
$28.6 Million
3.09% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
599,969
shares
|
$28.5 Million
0.05% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
596,447
shares
|
$28.3 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
592,756
shares
|
$28.1 Million
2.01% of portfolio
|
Q4 2024
Added 106.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
589,210
shares
|
$27.9 Million
0.28% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
563,280
shares
|
$26.7 Million
2.46% of portfolio
|
N/A
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
554,301
shares
|
$26.3 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
552,355
shares
|
$26.2 Million
1.66% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
548,271
shares
|
$26 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.29%
|