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 2,112 institutions that hold shares in the stock, with a total of 793 Million shares, which have been reported (via 13F filing form) to have a value of $41.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
8,835
shares
|
$463,660
0.17% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
8,832
shares
|
$463,503
0.1% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
8,800
shares
|
$461,824
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
8,799
shares
|
$461,771
0.17% of portfolio
|
Q1 2025
Reduced 56.32%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,757
shares
|
$459,567
0.02% of portfolio
|
Q3 2023
Reduced 70.85%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
8,717
shares
|
$457,468
0.25% of portfolio
|
Q1 2025
Reduced 90.74%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
8,706
shares
|
$456,890
0.17% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,697
shares
|
$456,418
0.02% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
8,675
shares
|
$455,264
0.29% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,647
shares
|
$453,794
0.01% of portfolio
|
Q3 2022
Added 1.34%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
8,644
shares
|
$453,637
0.06% of portfolio
|
Q4 2024
Reduced 30.98%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
8,615
shares
|
$452,115
0.29% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
8,589
shares
|
$450,750
0.04% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
8,582
shares
|
$450,383
0.05% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
8,577
shares
|
$450,120
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
8,554
shares
|
$448,913
0.02% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
8,509
shares
|
$446,552
0.1% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,494
shares
|
$445,765
0.04% of portfolio
|
Q4 2024
Reduced 35.35%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
8,490
shares
|
$445,555
0.01% of portfolio
|
Q1 2025
Reduced 21.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
8,488
shares
|
$445,450
0.03% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
8,487
shares
|
$445,397
0.06% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
8,469
shares
|
$444,453
0.1% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
8,419
shares
|
$441,829
0.1% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 08, 2025 Q1 2025 |
8,419
shares
|
$441,829
0.69% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,405
shares
|
$441,094
0.13% of portfolio
|
Q1 2025
Added 13.5%
|