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 |
|---|---|---|---|---|---|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
4,293
shares
|
$209,326
0.1% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
4,285
shares
|
$208,936
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
4,284
shares
|
$208,887
0.01% of portfolio
|
Q1 2025
Reduced 56.39%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
4,280
shares
|
$208,692
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,275
shares
|
$208,449
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,239
shares
|
$206,693
0.02% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,238
shares
|
$206,644
0.02% of portfolio
|
Q3 2022
Added 36.36%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
4,235
shares
|
$206,498
0.01% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
4,235
shares
|
$206,498
0.08% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
4,233
shares
|
$206,401
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,226
shares
|
$206,059
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
4,221
shares
|
$205,815
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
4,219
shares
|
$205,718
0.1% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
4,208
shares
|
$205,182
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
4,201
shares
|
$204,840
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
4,185
shares
|
$204,060
0.19% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
4,181
shares
|
$203,865
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,161
shares
|
$202,890
0.03% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
4,156
shares
|
$202,646
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,151
shares
|
$202,402
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,150
shares
|
$202,354
0.25% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
4,150
shares
|
$202,354
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
4,125
shares
|
$201,135
0.04% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
4,123
shares
|
$201,037
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
4,116
shares
|
$200,696
0.02% of portfolio
|
Q1 2025
New holding
|