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 |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
8,356
shares
|
$407,438
0.07% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
8,344
shares
|
$406,853
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
8,311
shares
|
$405,244
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
8,293
shares
|
$404,366
0.41% of portfolio
|
Q1 2025
Reduced 22.02%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
8,285
shares
|
$403,976
0.05% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
8,265
shares
|
$403,001
0.2% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
8,253
shares
|
$402,416
0.29% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,232
shares
|
$401,392
0.04% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
8,224
shares
|
$401,002
0.06% of portfolio
|
Q1 2025
Reduced 89.82%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
8,216
shares
|
$400,612
0.05% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,169
shares
|
$398,320
0.1% of portfolio
|
Q2 2022
Added 54.02%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
8,162
shares
|
$397,979
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
8,110
shares
|
$395,443
0.11% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
8,105
shares
|
$395,199
0.02% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
8,078
shares
|
$393,883
0.17% of portfolio
|
Q1 2025
Reduced 61.48%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,071
shares
|
$393,541
0.05% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
8,071
shares
|
$393,541
0.05% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
8,052
shares
|
$392,615
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
8,039
shares
|
$391,981
0.05% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
8,025
shares
|
$391,299
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
8,020
shares
|
$391,055
0.04% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
8,014
shares
|
$390,762
0.39% of portfolio
|
Q1 2025
Added 56.25%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
8,008
shares
|
$390,470
0.13% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,000
shares
|
$390,080
0.17% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
7,886
shares
|
$384,521
0.18% of portfolio
|
Q1 2025
Reduced 2.29%
|