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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
10,966
shares
|
$534,702
0.05% of portfolio
|
Q1 2025
Added 48.83%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
10,949
shares
|
$533,873
0.1% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
10,947
shares
|
$533,775
0.16% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
10,928
shares
|
$532,849
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
10,917
shares
|
$532,312
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
10,867
shares
|
$529,874
0.42% of portfolio
|
Q1 2025
Reduced 17.26%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
10,801
shares
|
$526,656
0.13% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
10,714
shares
|
$522,414
0.01% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
10,700
shares
|
$521,732
0.22% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
10,696
shares
|
$521,536
0.22% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
10,669
shares
|
$520,220
0.48% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
10,650
shares
|
$519,294
0.24% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
10,650
shares
|
$519,294
0.07% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
10,637
shares
|
$518,660
0.14% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
10,630
shares
|
$518,318
0.05% of portfolio
|
Q1 2025
Reduced 98.24%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
10,615
shares
|
$517,587
0.04% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
10,522
shares
|
$513,052
0.06% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,475
shares
|
$510,761
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,470
shares
|
$510,517
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
10,381
shares
|
$506,177
0.11% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,380
shares
|
$506,128
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,322
shares
|
$503,300
0.04% of portfolio
|
Q2 2023
Added 1.2%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
10,319
shares
|
$503,154
0.16% of portfolio
|
Q1 2025
Added 29.57%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
10,310
shares
|
$502,715
0.14% of portfolio
|
Q1 2025
Added 20.53%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
10,281
shares
|
$501,301
0.04% of portfolio
|
Q1 2025
Reduced 15.39%
|