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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
3,485
shares
|
$169,928
0.17% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,464
shares
|
$168,904
0.03% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,444
shares
|
$167,929
0.02% of portfolio
|
Q1 2025
Added 120.91%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,271
shares
|
$159,493
0.01% of portfolio
|
Q3 2023
Added 1340.97%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
3,136
shares
|
$152,911
0.03% of portfolio
|
Q1 2024
Reduced 42.1%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
3,130
shares
|
$152,618
0.02% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
3,118
shares
|
$152,033
0.04% of portfolio
|
Q4 2024
Reduced 48.37%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
3,048
shares
|
$148,620
0.04% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,018
shares
|
$147,157
0.12% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,015
shares
|
$147,011
0.0% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
3,010
shares
|
$146,767
0.0% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
3,000
shares
|
$146,280
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Calton & Associates, Inc.
|
May 05, 2025 Q1 2025 |
2,972
shares
|
$144,914
0.02% of portfolio
|
Q1 2025
Reduced 93.68%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
2,969
shares
|
$144,768
0.07% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,943
shares
|
$143,500
0.01% of portfolio
|
Q3 2020
Reduced 20.42%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
2,935
shares
|
$143,110
0.12% of portfolio
|
Q1 2025
Reduced 31.02%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
2,935
shares
|
$143,110
0.12% of portfolio
|
Q1 2025
Added 1734.38%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
2,897
shares
|
$141,257
0.03% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,889
shares
|
$140,867
0.09% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
2,735
shares
|
$133,358
0.01% of portfolio
|
Q1 2025
Added 61.45%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,700
shares
|
$131,652
0.06% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,642
shares
|
$128,823
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,641
shares
|
$128,775
0.02% of portfolio
|
Q1 2025
Added 502.97%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,598
shares
|
$126,678
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
2,592
shares
|
$126,385
0.01% of portfolio
|
Q1 2025
Added 0.08%
|