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 |
|---|---|---|---|---|---|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
4,349
shares
|
$228,235
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
4,345
shares
|
$228,025
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,344
shares
|
$227,973
0.04% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
4,341
shares
|
$227,815
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
4,337
shares
|
$227,605
0.16% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,333
shares
|
$227,395
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
4,326
shares
|
$227,028
0.11% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
4,321
shares
|
$226,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
4,312
shares
|
$226,293
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
4,311
shares
|
$226,241
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
4,301
shares
|
$225,716
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
4,293
shares
|
$225,296
0.12% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
4,285
shares
|
$224,876
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
4,284
shares
|
$224,824
0.01% of portfolio
|
Q1 2025
Reduced 56.39%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,275
shares
|
$224,352
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,239
shares
|
$222,462
0.02% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,238
shares
|
$222,410
0.02% of portfolio
|
Q3 2022
Added 36.36%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
4,235
shares
|
$222,252
0.01% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
4,235
shares
|
$222,252
0.08% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
4,233
shares
|
$222,147
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,226
shares
|
$221,780
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
4,226
shares
|
$221,780
0.22% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
4,221
shares
|
$221,518
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
4,219
shares
|
$221,413
0.1% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
4,204
shares
|
$220,625
0.03% of portfolio
|
Q1 2025
Reduced 6.08%
|