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 829 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
5,727
shares
|
$279,248
0.06% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,724
shares
|
$279,102
0.3% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
5,687
shares
|
$277,298
0.23% of portfolio
|
Q1 2025
Reduced 22.58%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
5,677
shares
|
$276,810
0.08% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
5,672
shares
|
$276,566
0.03% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
5,671
shares
|
$276,517
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
|
$276,225
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
5,649
shares
|
$275,445
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
5,643
shares
|
$275,152
0.12% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,641
shares
|
$275,055
0.07% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
5,613
shares
|
$273,689
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
5,610
shares
|
$273,543
0.07% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
5,600
shares
|
$273,056
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
5,594
shares
|
$272,763
0.02% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
5,570
shares
|
$271,593
0.23% of portfolio
|
Q1 2025
Reduced 15.22%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,510
shares
|
$268,667
0.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
5,498
shares
|
$268,082
0.06% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
5,463
shares
|
$266,375
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
5,428
shares
|
$264,669
0.03% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
5,405
shares
|
$263,547
0.03% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
5,400
shares
|
$263,304
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
5,396
shares
|
$263,108
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
5,358
shares
|
$261,256
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,346
shares
|
$260,670
0.08% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
5,342
shares
|
$260,475
0.03% of portfolio
|
Q1 2025
New holding
|