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 |
|---|---|---|---|---|---|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
356,000
shares
|
$17.4 Million
0.04% of portfolio
|
Q4 2024
Added 23.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
352,656
shares
|
$17.2 Million
0.04% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Rezny Wealth Management, Inc.
|
May 12, 2025 Q1 2025 |
348,562
shares
|
$17 Million
4.56% of portfolio
|
Q1 2025
Added 2680.04%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
339,913
shares
|
$16.6 Million
2.4% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
338,323
shares
|
$16.5 Million
2.92% of portfolio
|
Q1 2023
Reduced 0.3%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
332,319
shares
|
$16.2 Million
6.67% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
332,177
shares
|
$16.2 Million
0.1% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
321,877
shares
|
$15.7 Million
0.39% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
321,387
shares
|
$15.7 Million
1.92% of portfolio
|
Q1 2025
Added 47.39%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
316,634
shares
|
$15.4 Million
5.09% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
315,331
shares
|
$15.4 Million
10.23% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
314,580
shares
|
$15.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 51.76%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
313,079
shares
|
$15.3 Million
0.35% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
302,385
shares
|
$14.7 Million
0.14% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
302,071
shares
|
$14.7 Million
0.03% of portfolio
|
Q1 2025
Added 30.44%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
300,659
shares
|
$14.7 Million
0.01% of portfolio
|
Q4 2024
Added 97.94%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
300,572
shares
|
$14.7 Million
1.87% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
300,417
shares
|
$14.6 Million
9.33% of portfolio
|
Q1 2025
Reduced 32.63%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
298,195
shares
|
$14.5 Million
4.36% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
297,808
shares
|
$14.5 Million
5.56% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
293,963
shares
|
$14.3 Million
2.12% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
293,771
shares
|
$14.3 Million
3.45% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
293,324
shares
|
$14.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
291,984
shares
|
$14.2 Million
0.12% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
280,852
shares
|
$13.7 Million
0.49% of portfolio
|
Q1 2025
Reduced 23.09%
|