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 2,095 institutions that hold shares in the stock, with a total of 831 Million shares, which have been reported (via 13F filing form) to have a value of $40.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
7,233
shares
|
$352,681
0.16% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,223
shares
|
$352,193
0.04% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,217
shares
|
$351,900
0.05% of portfolio
|
Q1 2025
Reduced 49.94%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
7,198
shares
|
$350,974
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
7,176
shares
|
$349,901
0.32% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
7,172
shares
|
$349,706
0.05% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
7,157
shares
|
$348,975
0.06% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
7,147
shares
|
$348,487
0.18% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,133
shares
|
$347,805
0.04% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
7,128
shares
|
$347,561
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
7,108
shares
|
$346,586
0.15% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
7,046
shares
|
$343,562
0.0% of portfolio
|
Q1 2025
Reduced 21.02%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
7,021
shares
|
$342,343
0.01% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
7,008
shares
|
$341,710
0.01% of portfolio
|
Q1 2025
Reduced 69.54%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
7,003
shares
|
$341,466
0.05% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
7,001
shares
|
$341,368
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
7,000
shares
|
$341,320
0.11% of portfolio
|
Q4 2024
Reduced 52.82%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
6,985
shares
|
$340,588
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
6,984
shares
|
$340,539
0.14% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
6,959
shares
|
$339,320
0.0% of portfolio
|
Q1 2025
Reduced 34.68%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
6,955
shares
|
$339,125
0.3% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
6,903
shares
|
$336,590
0.07% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,871
shares
|
$335,029
0.01% of portfolio
|
Q1 2025
Reduced 18.56%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
6,864
shares
|
$334,688
0.01% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,847
shares
|
$333,859
0.01% of portfolio
|
Q1 2024
Reduced 46.49%
|