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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
6,157
shares
|
$300,215
0.03% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
6,156
shares
|
$300,166
0.19% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
6,155
shares
|
$300,117
0.31% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
6,142
shares
|
$299,483
0.12% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
6,140
shares
|
$299,386
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Apr 21, 2025 Q1 2025 |
6,100
shares
|
$297,436
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
6,088
shares
|
$296,850
0.01% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
6,066
shares
|
$295,778
0.24% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
6,053
shares
|
$295,144
0.1% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
6,039
shares
|
$294,461
0.04% of portfolio
|
Q1 2025
Reduced 47.98%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
6,000
shares
|
$292,560
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
5,995
shares
|
$292,316
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
5,991
shares
|
$292,121
0.05% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
5,955
shares
|
$290,365
0.04% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
5,940
shares
|
$289,634
0.04% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,940
shares
|
$289,634
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
5,934
shares
|
$289,341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
5,887
shares
|
$287,050
0.1% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
5,872
shares
|
$286,318
0.12% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5,872
shares
|
$286,318
0.11% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
5,866
shares
|
$286,026
0.03% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
5,841
shares
|
$284,807
0.2% of portfolio
|
Q1 2025
Reduced 20.58%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
5,828
shares
|
$284,173
0.04% of portfolio
|
Q1 2025
Reduced 80.82%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,793
shares
|
$282,466
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
5,768
shares
|
$281,247
0.1% of portfolio
|
Q1 2025
Reduced 8.17%
|