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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,600
shares
|
$241,408
0.04% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
4,599
shares
|
$241,355
0.04% of portfolio
|
Q1 2025
Reduced 77.99%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
4,596
shares
|
$241,198
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
4,591
shares
|
$240,935
0.26% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,590
shares
|
$240,883
0.0% of portfolio
|
Q4 2023
Reduced 40.76%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,590
shares
|
$240,883
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
4,580
shares
|
$240,358
0.14% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
4,574
shares
|
$240,043
0.01% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
4,560
shares
|
$239,308
0.07% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
4,556
shares
|
$239,098
0.16% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
4,551
shares
|
$238,836
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
4,523
shares
|
$237,367
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
4,520
shares
|
$237,209
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
4,505
shares
|
$236,422
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
4,409
shares
|
$231,384
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
4,405
shares
|
$231,174
0.05% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
4,400
shares
|
$230,912
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
4,398
shares
|
$230,807
0.04% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
4,396
shares
|
$230,702
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
4,396
shares
|
$230,702
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,388
shares
|
$230,282
0.02% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
4,377
shares
|
$229,704
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
4,369
shares
|
$229,285
0.21% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,356
shares
|
$228,602
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
4,355
shares
|
$228,550
0.11% of portfolio
|
Q2 2025
Reduced 12.11%
|