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 |
|---|---|---|---|---|---|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,748
shares
|
$475,312
0.0% of portfolio
|
Q1 2025
Reduced 90.08%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,723
shares
|
$474,093
0.05% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
9,719
shares
|
$473,898
0.28% of portfolio
|
Q1 2025
Added 86.62%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
9,681
shares
|
$472,045
0.01% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,650
shares
|
$470,534
0.04% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
9,646
shares
|
$470,338
0.04% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
9,640
shares
|
$470,046
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
9,608
shares
|
$468,486
0.37% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
9,594
shares
|
$467,803
0.02% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,528
shares
|
$464,585
0.2% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,510
shares
|
$463,707
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
9,500
shares
|
$463,220
0.14% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
9,458
shares
|
$461,172
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
9,453
shares
|
$460,928
0.1% of portfolio
|
Q1 2025
Reduced 93.03%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
9,440
shares
|
$460,294
0.01% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
9,439
shares
|
$460,245
0.09% of portfolio
|
Q1 2025
Reduced 19.57%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
9,413
shares
|
$458,977
0.06% of portfolio
|
Q1 2025
Added 19.24%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
9,374
shares
|
$457,076
0.14% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
9,343
shares
|
$455,564
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
9,339
shares
|
$455,369
0.12% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
9,317
shares
|
$454,296
0.0% of portfolio
|
Q1 2025
Added 135.63%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
9,307
shares
|
$453,809
0.21% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
9,292
shares
|
$453,077
0.33% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
9,249
shares
|
$450,981
0.15% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
9,234
shares
|
$450,249
0.01% of portfolio
|
Q1 2025
Added 0.52%
|