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 |
|---|---|---|---|---|---|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
4,802
shares
|
$234,145
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
4,750
shares
|
$231,610
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,726
shares
|
$230,439
0.07% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,715
shares
|
$229,903
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
4,714
shares
|
$229,854
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
4,712
shares
|
$229,757
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
4,702
shares
|
$229,269
0.04% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
4,699
shares
|
$229,123
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
4,698
shares
|
$229,074
0.03% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
4,688
shares
|
$228,586
0.1% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
4,674
shares
|
$227,904
0.04% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
4,669
shares
|
$227,660
0.04% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
4,660
shares
|
$227,221
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,625
shares
|
$225,515
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
4,621
shares
|
$225,319
0.1% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,607
shares
|
$224,637
0.01% of portfolio
|
Q1 2025
Added 172.12%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,601
shares
|
$224,344
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,600
shares
|
$224,296
0.04% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
4,599
shares
|
$224,247
0.04% of portfolio
|
Q1 2025
Reduced 77.99%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
4,596
shares
|
$224,100
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
4,591
shares
|
$223,857
0.26% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,590
shares
|
$223,808
0.0% of portfolio
|
Q4 2023
Reduced 40.76%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,590
shares
|
$223,808
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
4,580
shares
|
$223,320
0.14% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
4,574
shares
|
$223,028
0.01% of portfolio
|
Q1 2025
Reduced 17.09%
|