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 2,115 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
4,898
shares
|
$257,047
0.1% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
4,890
shares
|
$256,627
0.2% of portfolio
|
Q2 2025
Added 19.56%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
4,873
shares
|
$255,735
0.19% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
4,868
shares
|
$255,472
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
4,855
shares
|
$254,790
0.24% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
4,847
shares
|
$254,370
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
4,842
shares
|
$254,108
0.24% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
4,802
shares
|
$252,008
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
4,750
shares
|
$249,279
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,726
shares
|
$248,020
0.07% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,715
shares
|
$247,443
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
4,714
shares
|
$247,390
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
4,702
shares
|
$246,760
0.04% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
4,699
shares
|
$246,603
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
4,698
shares
|
$246,551
0.03% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
4,698
shares
|
$246,551
0.03% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
4,688
shares
|
$246,026
0.1% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
4,677
shares
|
$245,448
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
4,674
shares
|
$245,291
0.04% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
4,669
shares
|
$245,029
0.04% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
4,660
shares
|
$244,556
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,625
shares
|
$242,720
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
4,621
shares
|
$242,510
0.1% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,607
shares
|
$241,775
0.01% of portfolio
|
Q1 2025
Added 172.12%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,601
shares
|
$241,460
0.02% of portfolio
|
Q3 2024
New holding
|