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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
528
shares
|
$27,709
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
476
shares
|
$24,980
0.01% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
467
shares
|
$24,508
0.0% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
465
shares
|
$24,403
0.01% of portfolio
|
Q1 2022
Reduced 62.41%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
452
shares
|
$23,720
0.0% of portfolio
|
Q2 2025
Reduced 60.11%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
437
shares
|
$22,933
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
436
shares
|
$22,881
0.01% of portfolio
|
Q1 2025
Added 74.4%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
427
shares
|
$22,408
0.0% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
424
shares
|
$22,251
0.0% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
422
shares
|
$22,146
0.01% of portfolio
|
Q2 2023
Reduced 69.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
400
shares
|
$20,992
0.0% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
400
shares
|
$20,992
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
396
shares
|
$20,782
0.01% of portfolio
|
Q2 2021
Added 39.44%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
395
shares
|
$20,729
0.01% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
390
shares
|
$20,467
0.01% of portfolio
|
Q4 2023
Reduced 15.77%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
385
shares
|
$20,204
0.0% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
375
shares
|
$19,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
355
shares
|
$18,630
0.0% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
335
shares
|
$17,580
0.0% of portfolio
|
Q2 2022
Added 19.64%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
316
shares
|
$16,583
0.0% of portfolio
|
Q1 2025
Reduced 46.26%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
307
shares
|
$16,111
0.0% of portfolio
|
Q3 2024
Reduced 69.24%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
300
shares
|
$15,743
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
292
shares
|
$15,324
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
292
shares
|
$15,324
0.0% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
289
shares
|
$15,166
0.01% of portfolio
|
Q1 2025
Added 0.35%
|