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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
1,402
shares
|
$73,576
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
1,382
shares
|
$72,527
0.02% of portfolio
|
Q1 2025
Reduced 91.44%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,361
shares
|
$71,425
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
1,338
shares
|
$70,218
0.02% of portfolio
|
Q2 2024
Reduced 8.23%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,330
shares
|
$69,798
0.04% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,310
shares
|
$68,748
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,280
shares
|
$67,174
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,268
shares
|
$66,544
0.04% of portfolio
|
Q1 2025
Reduced 24.52%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
1,217
shares
|
$63,868
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,214
shares
|
$63,710
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,211
shares
|
$63,553
0.02% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,206
shares
|
$63,290
0.0% of portfolio
|
Q2 2024
Reduced 27.04%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
1,192
shares
|
$62,556
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,183
shares
|
$62,083
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,181
shares
|
$61,978
0.0% of portfolio
|
Q2 2025
Added 57.47%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
1,180
shares
|
$61,926
0.02% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,175
shares
|
$61,663
0.05% of portfolio
|
Q4 2024
Reduced 66.71%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,141
shares
|
$59,879
0.02% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
1,132
shares
|
$59,407
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,110
shares
|
$58,252
0.01% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,084
shares
|
$56,888
0.0% of portfolio
|
Q4 2023
Added 8.73%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,045
shares
|
$54,841
0.03% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,041
shares
|
$54,631
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,034
shares
|
$54,264
0.04% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1,029
shares
|
$54,001
0.02% of portfolio
|
Q1 2025
Added 0.39%
|