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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
5,331
shares
|
$259,939
0.19% of portfolio
|
Q1 2025
Added 2032.4%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
5,330
shares
|
$259,890
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,305
shares
|
$258,671
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
5,297
shares
|
$258,281
0.03% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,291
shares
|
$257,989
0.04% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
5,288
shares
|
$257,842
0.07% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,273
shares
|
$257,111
0.01% of portfolio
|
Q1 2024
Reduced 27.0%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
5,260
shares
|
$256,477
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
5,252
shares
|
$256,087
0.03% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
5,250
shares
|
$255,990
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
5,244
shares
|
$255,697
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,239
shares
|
$255,453
0.14% of portfolio
|
Q1 2023
Reduced 1.39%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
5,236
shares
|
$255,307
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
5,227
shares
|
$254,868
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
5,219
shares
|
$254,478
0.12% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
5,152
shares
|
$251,211
0.1% of portfolio
|
Q1 2025
Reduced 18.35%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
5,144
shares
|
$250,821
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
5,133
shares
|
$250,285
0.01% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
5,106
shares
|
$248,968
0.15% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
5,078
shares
|
$247,603
0.13% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
5,050
shares
|
$246,238
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
5,025
shares
|
$245,019
0.15% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
5,020
shares
|
$244,775
0.01% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
5,020
shares
|
$244,775
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
5,018
shares
|
$244,677
0.07% of portfolio
|
Q4 2024
Added 4.15%
|