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 |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
5,015
shares
|
$244,531
0.1% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
5,011
shares
|
$244,336
0.01% of portfolio
|
Q1 2025
Reduced 31.93%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
5,007
shares
|
$244,141
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
5,000
shares
|
$243,800
0.0% of portfolio
|
Q1 2025
Reduced 97.21%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
4,988
shares
|
$243,214
0.04% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
4,986
shares
|
$243,117
0.08% of portfolio
|
Q2 2024
Added 43.03%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
4,984
shares
|
$243,019
0.02% of portfolio
|
Q1 2025
Reduced 46.67%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
4,974
shares
|
$242,532
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
4,971
shares
|
$242,385
0.1% of portfolio
|
Q1 2025
Reduced 91.97%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
4,961
shares
|
$241,898
0.15% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,955
shares
|
$241,605
0.0% of portfolio
|
Q3 2022
Reduced 12.66%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
4,955
shares
|
$241,605
0.13% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
4,945
shares
|
$241,118
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
4,935
shares
|
$240,630
0.12% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
4,924
shares
|
$240,094
0.14% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
4,924
shares
|
$240,094
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,922
shares
|
$239,996
0.07% of portfolio
|
Q1 2025
Added 291.88%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
4,920
shares
|
$239,899
0.04% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
4,901
shares
|
$238,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
4,898
shares
|
$238,826
0.1% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
4,873
shares
|
$237,607
0.19% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
4,868
shares
|
$237,363
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
4,855
shares
|
$236,729
0.24% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
4,847
shares
|
$236,339
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
4,842
shares
|
$236,095
0.24% of portfolio
|
Q1 2025
Added 12.34%
|