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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
6,842
shares
|
$333,615
0.2% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
6,838
shares
|
$333,420
0.01% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
6,831
shares
|
$333,079
0.31% of portfolio
|
Q1 2025
Added 1106.89%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
6,824
shares
|
$332,738
0.02% of portfolio
|
Q1 2025
Added 37.25%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
6,796
shares
|
$331,372
0.03% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,795
shares
|
$331,324
0.02% of portfolio
|
Q1 2025
Added 56.24%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
6,783
shares
|
$330,739
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
6,774
shares
|
$330,300
0.04% of portfolio
|
Q1 2025
Added 20.36%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
6,767
shares
|
$329,958
0.09% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,752
shares
|
$329,227
0.06% of portfolio
|
Q1 2025
Added 183.34%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,741
shares
|
$328,691
0.11% of portfolio
|
Q2 2022
Added 4.09%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
6,726
shares
|
$327,959
0.08% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
6,724
shares
|
$327,862
0.04% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
6,709
shares
|
$327,130
0.17% of portfolio
|
Q2 2024
Added 7.71%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
6,702
shares
|
$326,789
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,699
shares
|
$326,643
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
6,691
shares
|
$326,253
0.03% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
6,689
shares
|
$326,155
0.02% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
6,679
shares
|
$325,668
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
6,650
shares
|
$324,254
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
6,650
shares
|
$324,254
0.11% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
6,644
shares
|
$323,961
0.02% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,624
shares
|
$322,986
0.02% of portfolio
|
Q4 2022
Reduced 14.73%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,615
shares
|
$322,547
0.06% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
6,603
shares
|
$321,962
0.04% of portfolio
|
Q1 2025
New holding
|