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 2,115 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,793
shares
|
$304,016
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
5,780
shares
|
$303,334
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
5,772
shares
|
$302,914
0.11% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
5,768
shares
|
$302,704
0.1% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
5,744
shares
|
$301,445
0.14% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
5,727
shares
|
$300,552
0.06% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,724
shares
|
$300,395
0.3% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
5,687
shares
|
$298,453
0.23% of portfolio
|
Q1 2025
Reduced 22.58%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
5,677
shares
|
$297,928
0.08% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
5,672
shares
|
$297,666
0.03% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
5,671
shares
|
$297,614
0.05% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
5,665
shares
|
$297,299
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
5,649
shares
|
$296,459
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
5,643
shares
|
$296,144
0.12% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,641
shares
|
$296,039
0.07% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
5,613
shares
|
$294,570
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
5,610
shares
|
$294,412
0.07% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
5,600
shares
|
$293,888
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
5,594
shares
|
$293,573
0.02% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
5,570
shares
|
$292,313
0.23% of portfolio
|
Q1 2025
Reduced 15.22%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,510
shares
|
$289,164
0.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
5,498
shares
|
$288,535
0.06% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
5,463
shares
|
$286,698
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
5,428
shares
|
$284,861
0.03% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
5,405
shares
|
$283,654
0.03% of portfolio
|
Q1 2025
Added 5.26%
|