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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
11,614
shares
|
$566,298
0.56% of portfolio
|
Q1 2025
Added 284.06%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
11,596
shares
|
$565,420
0.04% of portfolio
|
Q1 2025
Added 48.53%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
11,572
shares
|
$564,250
0.46% of portfolio
|
Q1 2025
Reduced 94.16%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
11,453
shares
|
$558,448
0.01% of portfolio
|
Q1 2025
Added 17.84%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
11,450
shares
|
$558,302
0.21% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
11,443
shares
|
$557,960
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
11,434
shares
|
$557,521
0.45% of portfolio
|
Q1 2025
Added 31.56%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
11,417
shares
|
$556,692
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
11,399
shares
|
$555,815
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
11,395
shares
|
$555,620
0.17% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
11,394
shares
|
$555,571
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
11,384
shares
|
$555,083
0.29% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
11,371
shares
|
$554,449
0.03% of portfolio
|
Q1 2025
Added 20.72%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
11,371
shares
|
$554,449
0.01% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
11,291
shares
|
$550,549
0.09% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,269
shares
|
$549,476
0.1% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
11,269
shares
|
$549,476
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
11,264
shares
|
$549,232
0.01% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
11,225
shares
|
$547,331
0.1% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
11,205
shares
|
$546,355
0.22% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
11,205
shares
|
$546,355
0.01% of portfolio
|
Q1 2025
Added 256.28%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
11,181
shares
|
$545,185
0.32% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
11,161
shares
|
$544,210
0.53% of portfolio
|
Q1 2025
Reduced 21.95%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
11,154
shares
|
$543,869
0.12% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
11,107
shares
|
$541,577
0.11% of portfolio
|
Q1 2025
Added 0.62%
|