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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
4,108
shares
|
$200,306
0.01% of portfolio
|
Q1 2025
Added 46.09%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
4,096
shares
|
$199,720
0.25% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
4,090
shares
|
$199,428
0.18% of portfolio
|
Q1 2025
Added 16.03%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,074
shares
|
$198,648
0.04% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
4,071
shares
|
$198,501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
4,070
shares
|
$198,453
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
4,063
shares
|
$198,111
0.02% of portfolio
|
Q4 2024
Reduced 80.02%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
4,060
shares
|
$197,965
0.19% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,059
shares
|
$197,916
0.07% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
4,059
shares
|
$197,916
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
4,056
shares
|
$197,770
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
4,035
shares
|
$196,746
0.06% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
4,021
shares
|
$196,063
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Apr 23, 2025 Q1 2025 |
4,017
shares
|
$195,868
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,001
shares
|
$195,088
0.03% of portfolio
|
Q4 2024
Added 199950.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
4,000
shares
|
$195,040
0.13% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,976
shares
|
$193,869
0.07% of portfolio
|
Q1 2025
Added 49.03%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,976
shares
|
$193,869
0.07% of portfolio
|
Q1 2024
Added 670.54%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,951
shares
|
$192,650
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
3,872
shares
|
$188,798
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,821
shares
|
$186,311
0.08% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
3,673
shares
|
$179,095
0.09% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
3,555
shares
|
$173,341
0.09% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$170,708
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$170,708
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|