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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
1,922
shares
|
$93,716
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,913
shares
|
$93,277
0.01% of portfolio
|
Q4 2024
Reduced 55.65%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,909
shares
|
$93,082
0.02% of portfolio
|
Q1 2025
Added 517.8%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
1,904
shares
|
$92,839
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
1,900
shares
|
$92,644
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,887
shares
|
$92,010
0.06% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,873
shares
|
$91,327
0.0% of portfolio
|
Q1 2025
Reduced 94.92%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,841
shares
|
$89,767
0.01% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,826
shares
|
$89,035
0.04% of portfolio
|
Q3 2024
Reduced 27.71%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,813
shares
|
$88,401
0.01% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,782
shares
|
$86,890
0.03% of portfolio
|
Q1 2025
Added 86.21%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,763
shares
|
$85,963
0.06% of portfolio
|
Q4 2023
Reduced 14.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,763
shares
|
$85,963
0.08% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
1,737
shares
|
$84,696
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
1,712
shares
|
$83,477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,681
shares
|
$81,965
0.03% of portfolio
|
Q2 2023
Added 16.57%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,654
shares
|
$80,649
0.02% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,649
shares
|
$80,405
0.03% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,644
shares
|
$80,161
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,614
shares
|
$78,698
0.03% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,583
shares
|
$77,187
0.0% of portfolio
|
Q1 2025
Reduced 94.82%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
1,530
shares
|
$74,602
0.03% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,517
shares
|
$73,968
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
1,490
shares
|
$72,652
0.03% of portfolio
|
Q1 2025
Reduced 25.13%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
1,485
shares
|
$72,408
0.04% of portfolio
|
Q2 2024
Reduced 25.19%
|