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 |
|---|---|---|---|---|---|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
10,275
shares
|
$501,009
0.25% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
10,268
shares
|
$500,667
0.29% of portfolio
|
Q1 2025
Added 104.42%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
10,262
shares
|
$500,375
0.19% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
10,249
shares
|
$499,741
0.37% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
10,248
shares
|
$499,692
0.01% of portfolio
|
Q4 2022
Reduced 22.38%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
10,217
shares
|
$498,180
0.24% of portfolio
|
Q1 2025
Reduced 21.67%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,215
shares
|
$498,083
0.55% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,200
shares
|
$497,352
0.35% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
10,184
shares
|
$496,571
0.11% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
10,182
shares
|
$496,474
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
10,168
shares
|
$495,791
0.11% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
10,101
shares
|
$492,524
0.13% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
10,043
shares
|
$489,696
0.34% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
10,035
shares
|
$489,306
0.2% of portfolio
|
Q3 2023
Reduced 4.43%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
10,023
shares
|
$488,721
0.67% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
10,000
shares
|
$487,600
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
10,000
shares
|
$487,600
0.1% of portfolio
|
Q3 2021
Reduced 1.96%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
10,000
shares
|
$487,600
0.06% of portfolio
|
Q2 2023
Reduced 31.97%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
9,974
shares
|
$486,332
0.07% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
9,921
shares
|
$483,747
0.06% of portfolio
|
Q1 2025
Added 115.16%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
9,879
shares
|
$481,700
0.26% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,872
shares
|
$481,358
0.01% of portfolio
|
Q1 2025
Reduced 75.28%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
9,829
shares
|
$479,262
0.04% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
9,788
shares
|
$477,262
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
9,778
shares
|
$476,775
0.15% of portfolio
|
Q1 2025
Added 43.79%
|