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 |
|---|---|---|---|---|---|
|
Golden Reserve Retirement LLC
Dublin, OH |
May 07, 2025 Q1 2025 |
7,583
shares
|
$369,747
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
7,580
shares
|
$369,600
0.06% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
7,562
shares
|
$368,723
0.31% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,562
shares
|
$368,723
0.02% of portfolio
|
Q2 2022
Reduced 6.03%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
7,557
shares
|
$368,479
0.07% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
7,544
shares
|
$367,845
0.25% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
7,543
shares
|
$367,796
0.09% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
7,536
shares
|
$367,455
0.14% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
7,503
shares
|
$365,846
0.07% of portfolio
|
Q1 2025
Added 47.03%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
7,482
shares
|
$364,822
0.02% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
7,432
shares
|
$362,384
0.05% of portfolio
|
Q1 2025
Added 30.34%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
7,406
shares
|
$361,116
0.01% of portfolio
|
Q1 2025
Reduced 98.66%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
7,393
shares
|
$360,482
0.02% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
7,391
shares
|
$360,385
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
7,386
shares
|
$360,141
0.14% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
7,377
shares
|
$359,702
0.11% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
7,377
shares
|
$359,702
0.17% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
7,373
shares
|
$359,507
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
7,359
shares
|
$358,824
0.0% of portfolio
|
Q1 2025
Reduced 21.5%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
7,328
shares
|
$357,313
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
7,313
shares
|
$356,581
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
7,311
shares
|
$356,484
0.08% of portfolio
|
Q1 2025
Reduced 20.31%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
7,300
shares
|
$355,948
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
7,288
shares
|
$355,362
0.1% of portfolio
|
Q1 2025
Added 59.89%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
7,248
shares
|
$353,412
0.2% of portfolio
|
Q1 2025
New holding
|