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 |
|---|---|---|---|---|---|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
7,866
shares
|
$383,546
0.26% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,847
shares
|
$382,619
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
7,842
shares
|
$382,375
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,824
shares
|
$381,498
0.02% of portfolio
|
Q3 2023
Reduced 25.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,816
shares
|
$381,108
0.17% of portfolio
|
Q1 2023
Reduced 8.63%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
7,811
shares
|
$380,864
0.34% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
7,773
shares
|
$379,011
0.04% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
7,771
shares
|
$378,913
0.21% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,770
shares
|
$378,865
0.3% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
7,762
shares
|
$378,475
0.06% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
May 06, 2025 Q1 2025 |
7,740
shares
|
$377,402
0.22% of portfolio
|
Q4 2023
Reduced 25.38%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
7,728
shares
|
$376,817
0.2% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
7,722
shares
|
$376,524
0.28% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
7,713
shares
|
$376,085
0.01% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
7,709
shares
|
$375,890
0.08% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
7,702
shares
|
$375,549
0.08% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
7,699
shares
|
$375,403
0.01% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,640
shares
|
$372,526
0.1% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
7,621
shares
|
$371,599
0.35% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,615
shares
|
$371,307
0.02% of portfolio
|
Q1 2025
Added 64.61%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
7,612
shares
|
$371,161
0.04% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
7,600
shares
|
$370,576
0.24% of portfolio
|
Q1 2025
Reduced 15.03%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
7,593
shares
|
$370,234
0.02% of portfolio
|
Q2 2023
Reduced 31.24%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
7,588
shares
|
$369,990
0.17% of portfolio
|
Q2 2022
Reduced 6.27%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
7,587
shares
|
$369,942
0.12% of portfolio
|
Q1 2025
Reduced 1.94%
|