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 1,869 institutions that hold shares in the stock, with a total of 703 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
957
shares
|
$48,663
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
931
shares
|
$47,341
0.01% of portfolio
|
Q3 2024
Reduced 81.55%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
924
shares
|
$46,985
0.1% of portfolio
|
Q3 2024
Added 218.62%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
902
shares
|
$45,866
0.0% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
890
shares
|
$45,256
0.02% of portfolio
|
Q2 2024
Added 368.42%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
855
shares
|
$43,476
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
847
shares
|
$43,069
0.01% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
840
shares
|
$42,714
0.02% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
838
shares
|
$42,612
0.03% of portfolio
|
Q4 2024
Reduced 88.02%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
800
shares
|
$40,680
0.03% of portfolio
|
Q4 2021
Reduced 8.05%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
799
shares
|
$40,629
0.01% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
789
shares
|
$40,120
0.03% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
749
shares
|
$38,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
748
shares
|
$38,035
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
733
shares
|
$37,273
0.02% of portfolio
|
Q4 2024
Reduced 99.09%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
725
shares
|
$36,866
0.0% of portfolio
|
Q1 2024
Added 38.1%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
720
shares
|
$36,612
0.01% of portfolio
|
Q3 2024
Reduced 57.82%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
702
shares
|
$35,696
0.0% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
700
shares
|
$35,595
0.02% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
690
shares
|
$35,086
0.01% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
687
shares
|
$34,933
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
680
shares
|
$34,578
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
650
shares
|
$33,052
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
639
shares
|
$32,493
0.01% of portfolio
|
Q2 2023
Reduced 42.38%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
636
shares
|
$32,340
0.0% of portfolio
|
Q4 2024
New holding
|