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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,099
shares
|
$53,587
0.01% of portfolio
|
Q4 2024
Added 59.28%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,084
shares
|
$52,855
0.0% of portfolio
|
Q4 2023
Added 8.73%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,045
shares
|
$50,954
0.03% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,041
shares
|
$50,759
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,034
shares
|
$50,417
0.04% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1,029
shares
|
$50,174
0.02% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,028
shares
|
$50,125
0.02% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,014
shares
|
$49,442
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,009
shares
|
$49,198
0.15% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
1,001
shares
|
$48,808
0.02% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,000
shares
|
$48,760
0.02% of portfolio
|
Q1 2025
Reduced 33.42%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$48,760
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
984
shares
|
$47,979
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
975
shares
|
$47,541
0.0% of portfolio
|
Q1 2024
Added 4.84%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
937
shares
|
$45,688
0.05% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
931
shares
|
$45,395
0.01% of portfolio
|
Q3 2024
Reduced 81.55%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
897
shares
|
$43,737
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
890
shares
|
$43,396
0.02% of portfolio
|
Q2 2024
Added 368.42%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
875
shares
|
$42,665
0.01% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
855
shares
|
$41,689
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
850
shares
|
$41,446
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
840
shares
|
$40,958
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
838
shares
|
$40,860
0.03% of portfolio
|
Q4 2024
Reduced 88.02%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
800
shares
|
$39,008
0.03% of portfolio
|
Q4 2021
Reduced 8.05%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
799
shares
|
$38,959
0.01% of portfolio
|
Q1 2024
Reduced 8.89%
|