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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
9,227
shares
|
$449,908
0.02% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 08, 2025 Q4 2024 |
9,211
shares
|
$449,128
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
9,144
shares
|
$445,861
0.17% of portfolio
|
Q1 2025
Reduced 50.93%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
9,133
shares
|
$445,325
0.38% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
9,102
shares
|
$443,813
0.07% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
9,100
shares
|
$443,716
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
9,090
shares
|
$443,228
0.01% of portfolio
|
Q1 2025
Reduced 24.77%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
9,079
shares
|
$442,692
0.33% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
9,019
shares
|
$439,766
0.79% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,015
shares
|
$439,571
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Youngs Advisory Group, Inc.
|
May 09, 2025 Q1 2025 |
8,969
shares
|
$437,328
0.19% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
8,960
shares
|
$436,889
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
8,955
shares
|
$436,645
0.1% of portfolio
|
Q1 2025
Added 24.98%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,936
shares
|
$435,719
0.22% of portfolio
|
Q2 2024
Reduced 19.69%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
8,925
shares
|
$435,183
0.01% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
8,900
shares
|
$433,964
0.42% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
8,894
shares
|
$433,671
0.18% of portfolio
|
Q1 2025
Added 160.67%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
8,893
shares
|
$433,622
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
8,868
shares
|
$432,403
0.03% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
8,858
shares
|
$431,916
0.02% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
8,835
shares
|
$430,794
0.17% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
8,832
shares
|
$430,648
0.1% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
8,800
shares
|
$429,088
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
8,799
shares
|
$429,039
0.17% of portfolio
|
Q1 2025
Reduced 56.32%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,757
shares
|
$426,991
0.02% of portfolio
|
Q3 2023
Reduced 70.85%
|