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 |
|---|---|---|---|---|---|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,521
shares
|
$220,443
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
4,520
shares
|
$220,395
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
4,505
shares
|
$219,663
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
4,476
shares
|
$218,249
0.03% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
4,463
shares
|
$217,615
0.03% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
4,409
shares
|
$214,982
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
4,405
shares
|
$214,787
0.05% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
4,400
shares
|
$214,544
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
4,396
shares
|
$214,348
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
4,396
shares
|
$214,348
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
4,391
shares
|
$214,105
0.04% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,388
shares
|
$213,958
0.02% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
4,377
shares
|
$213,422
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
4,369
shares
|
$213,032
0.21% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
4,349
shares
|
$212,057
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
4,345
shares
|
$211,862
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,344
shares
|
$211,813
0.04% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
4,341
shares
|
$211,667
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
4,337
shares
|
$211,472
0.16% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,333
shares
|
$211,277
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
4,326
shares
|
$210,935
0.11% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
4,321
shares
|
$210,691
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
4,312
shares
|
$210,253
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
4,311
shares
|
$210,204
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
4,301
shares
|
$209,716
0.07% of portfolio
|
Q1 2025
New holding
|