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 |
|---|---|---|---|---|---|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
4,201
shares
|
$220,468
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
4,194
shares
|
$220,101
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
4,185
shares
|
$219,628
0.19% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
4,181
shares
|
$219,418
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,161
shares
|
$218,369
0.03% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
4,156
shares
|
$218,106
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,150
shares
|
$217,792
0.25% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
4,150
shares
|
$217,792
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,148
shares
|
$217,687
0.0% of portfolio
|
Q1 2025
Reduced 76.59%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
4,125
shares
|
$216,480
0.04% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
4,123
shares
|
$216,375
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
4,116
shares
|
$216,007
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
4,108
shares
|
$215,587
0.01% of portfolio
|
Q1 2025
Added 46.09%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
4,102
shares
|
$215,272
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
4,096
shares
|
$214,958
0.25% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,074
shares
|
$213,803
0.04% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
4,071
shares
|
$213,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
4,070
shares
|
$213,593
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
4,065
shares
|
$213,331
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,063
shares
|
$213,226
0.02% of portfolio
|
Q4 2024
Reduced 80.02%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
4,060
shares
|
$213,068
0.19% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,059
shares
|
$213,016
0.07% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
4,059
shares
|
$213,016
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
4,051
shares
|
$212,596
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
4,021
shares
|
$211,022
0.04% of portfolio
|
Q1 2025
New holding
|