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 2,098 institutions that hold shares in the stock, with a total of 840 Million shares, which have been reported (via 13F filing form) to have a value of $41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
2,538
shares
|
$123,752
0.01% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,535
shares
|
$123,606
0.0% of portfolio
|
Q1 2025
Added 42.5%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
2,506
shares
|
$122,192
0.04% of portfolio
|
Q4 2024
Added 401.2%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
2,500
shares
|
$121,900
0.03% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,469
shares
|
$120,388
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
2,469
shares
|
$120,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
2,454
shares
|
$119,657
0.05% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2,449
shares
|
$119,413
0.03% of portfolio
|
Q1 2025
Added 197.57%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
2,407
shares
|
$117,365
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,387
shares
|
$116,390
0.04% of portfolio
|
Q1 2025
Added 25.63%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,365
shares
|
$115,317
0.07% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
2,317
shares
|
$112,976
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
2,288
shares
|
$111,562
0.03% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
2,129
shares
|
$103,810
0.05% of portfolio
|
Q1 2025
Reduced 21.99%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
2,108
shares
|
$102,786
0.01% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
2,102
shares
|
$102,493
0.0% of portfolio
|
Q1 2025
Added 96.08%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
2,088
shares
|
$101,810
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
2,086
shares
|
$101,713
0.02% of portfolio
|
Q2 2024
Added 4.82%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,051
shares
|
$100,006
0.04% of portfolio
|
Q4 2024
Added 12718.75%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,000
shares
|
$97,520
0.01% of portfolio
|
Q1 2023
Reduced 9.79%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
2,000
shares
|
$97,520
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,989
shares
|
$96,983
0.04% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,977
shares
|
$96,398
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
1,944
shares
|
$94,789
0.03% of portfolio
|
Q4 2023
Added 745.22%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,928
shares
|
$94,009
0.06% of portfolio
|
Q3 2024
Reduced 52.37%
|