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 2,045 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
244
shares
|
$11,570
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
239
shares
|
$11,333
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
233
shares
|
$11,048
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
230
shares
|
$10,906
0.0% of portfolio
|
Q4 2024
Added 25.68%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
226
shares
|
$10,716
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
221
shares
|
$10,479
0.0% of portfolio
|
Q4 2023
Reduced 81.9%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
219
shares
|
$10,384
0.0% of portfolio
|
Q1 2024
Added 43.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
209
shares
|
$9,910
0.0% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$9,768
0.0% of portfolio
|
Q1 2023
Reduced 52.75%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
201
shares
|
$9,531
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$9,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
200
shares
|
$9,484
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
198
shares
|
$9,389
0.01% of portfolio
|
Q2 2024
Reduced 40.72%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
193
shares
|
$9,152
0.0% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
180
shares
|
$8,535
0.0% of portfolio
|
Q1 2022
Reduced 35.71%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
167
shares
|
$7,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
163
shares
|
$7,729
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
160
shares
|
$7,587
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
152
shares
|
$7,207
0.0% of portfolio
|
Q4 2024
Reduced 29.63%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
151
shares
|
$7,160
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
145
shares
|
$6,875
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
127
shares
|
$6,022
0.0% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
127
shares
|
$6,022
0.0% of portfolio
|
Q2 2023
Reduced 98.54%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
120
shares
|
$5,690
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
114
shares
|
$5,405
0.0% of portfolio
|
Q1 2024
Reduced 70.99%
|