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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
292
shares
|
$14,237
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
292
shares
|
$14,237
0.0% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
289
shares
|
$14,091
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
283
shares
|
$13,799
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
268
shares
|
$13,067
0.0% of portfolio
|
Q4 2024
Added 22.94%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
252
shares
|
$12,287
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
250
shares
|
$12,190
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
244
shares
|
$11,897
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
239
shares
|
$11,653
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
226
shares
|
$11,019
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
219
shares
|
$10,678
0.0% of portfolio
|
Q1 2024
Added 43.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
209
shares
|
$10,190
0.0% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$10,044
0.0% of portfolio
|
Q1 2023
Reduced 52.75%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
201
shares
|
$9,800
0.01% of portfolio
|
Q1 2025
Added 38.62%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
200
shares
|
$9,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
200
shares
|
$9,752
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
192
shares
|
$9,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
180
shares
|
$8,776
0.0% of portfolio
|
Q1 2022
Reduced 35.71%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
166
shares
|
$8,094
0.0% of portfolio
|
Q1 2025
Added 95.29%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
157
shares
|
$7,655
0.0% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
154
shares
|
$7,509
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
151
shares
|
$7,362
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
148
shares
|
$7,216
0.01% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
146
shares
|
$7,118
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
141
shares
|
$6,875
0.0% of portfolio
|
Q1 2025
New holding
|