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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
6,599
shares
|
$321,767
0.12% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
6,576
shares
|
$320,645
0.22% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,538
shares
|
$318,792
0.02% of portfolio
|
Q1 2025
Reduced 26.13%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
6,504
shares
|
$317,135
0.07% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
6,500
shares
|
$316,940
0.0% of portfolio
|
Q1 2025
Added 147.24%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,487
shares
|
$316,306
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
6,461
shares
|
$315,038
0.14% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
6,424
shares
|
$313,234
0.08% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,416
shares
|
$312,844
0.02% of portfolio
|
Q2 2023
Added 1.83%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,415
shares
|
$312,795
0.03% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
6,413
shares
|
$312,697
0.12% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
6,412
shares
|
$312,649
0.08% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
6,401
shares
|
$312,112
0.05% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
6,370
shares
|
$310,601
0.48% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,355
shares
|
$309,869
0.03% of portfolio
|
Q1 2025
Added 41.76%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
6,314
shares
|
$307,870
0.02% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
6,305
shares
|
$307,431
0.01% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,300
shares
|
$307,188
0.07% of portfolio
|
Q1 2022
Added 20.0%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
6,267
shares
|
$305,578
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
6,237
shares
|
$304,116
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,233
shares
|
$303,921
0.16% of portfolio
|
Q2 2024
Reduced 64.55%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
6,230
shares
|
$303,774
0.04% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
6,217
shares
|
$303,140
0.21% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
6,215
shares
|
$303,043
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,169
shares
|
$300,800
0.1% of portfolio
|
Q1 2025
Reduced 5.37%
|