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 |
|---|---|---|---|---|---|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
582
shares
|
$28,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
574
shares
|
$27,988
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
571
shares
|
$27,841
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
557
shares
|
$27,159
0.0% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
550
shares
|
$26,818
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
549
shares
|
$26,769
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
533
shares
|
$25,989
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
528
shares
|
$25,745
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
499
shares
|
$24,331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
476
shares
|
$23,209
0.01% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
467
shares
|
$22,770
0.0% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
465
shares
|
$22,673
0.01% of portfolio
|
Q1 2022
Reduced 62.41%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
437
shares
|
$21,308
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
436
shares
|
$21,259
0.01% of portfolio
|
Q1 2025
Added 74.4%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
427
shares
|
$20,820
0.0% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
424
shares
|
$20,674
0.0% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
422
shares
|
$20,576
0.01% of portfolio
|
Q2 2023
Reduced 69.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
400
shares
|
$19,504
0.0% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
400
shares
|
$19,504
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
396
shares
|
$19,308
0.01% of portfolio
|
Q2 2021
Added 39.44%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
395
shares
|
$19,260
0.01% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
390
shares
|
$19,016
0.01% of portfolio
|
Q4 2023
Reduced 15.77%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
385
shares
|
$18,772
0.0% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
375
shares
|
$18,285
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
365
shares
|
$17,797
0.0% of portfolio
|
Q4 2024
Reduced 9.88%
|