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 2,112 institutions that hold shares in the stock, with a total of 793 Million shares, which have been reported (via 13F filing form) to have a value of $41.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
121
shares
|
$6,350
0.0% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
120
shares
|
$6,297
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
119
shares
|
$6,245
0.0% of portfolio
|
Q1 2025
Added 27.96%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
114
shares
|
$5,982
0.0% of portfolio
|
Q1 2024
Reduced 70.99%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$5,248
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
100
shares
|
$5,248
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
97
shares
|
$5,090
0.0% of portfolio
|
Q2 2024
Reduced 89.06%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
97
shares
|
$5,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
85
shares
|
$4,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
83
shares
|
$4,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
79
shares
|
$4,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
77
shares
|
$4,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
75
shares
|
$3,935
0.0% of portfolio
|
Q4 2023
Reduced 88.58%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
75
shares
|
$3,935
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
75
shares
|
$3,935
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
67
shares
|
$3,516
0.0% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
60
shares
|
$3,148
0.0% of portfolio
|
Q2 2022
Reduced 94.96%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
60
shares
|
$3,148
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
60
shares
|
$3,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
58
shares
|
$3,043
0.0% of portfolio
|
Q2 2021
Reduced 82.53%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
57
shares
|
$2,991
0.0% of portfolio
|
Q2 2025
Reduced 55.12%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
50
shares
|
$2,624
0.0% of portfolio
|
Q1 2025
Reduced 97.56%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
May 09, 2025 Q1 2025 |
50
shares
|
$2,624
7.09% of portfolio
|
Q1 2025
Reduced 99.31%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
50
shares
|
$2,624
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44
shares
|
$2,309
0.06% of portfolio
|
Q3 2024
Reduced 16.98%
|