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 |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
42
shares
|
$2,204
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
40
shares
|
$2,099
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
31
shares
|
$1,626
0.0% of portfolio
|
Q3 2023
Reduced 96.26%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
30
shares
|
$1,574
0.0% of portfolio
|
Q4 2022
Reduced 45.45%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
29
shares
|
$1,521
0.0% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
27
shares
|
$1,416
0.0% of portfolio
|
Q1 2022
Reduced 15.63%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
25
shares
|
$1,312
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
24
shares
|
$1,259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
20
shares
|
$1,049
0.0% of portfolio
|
Q1 2025
Added 53.85%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
15
shares
|
$787
0.0% of portfolio
|
Q4 2023
Reduced 60.53%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
11
shares
|
$577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
10
shares
|
$524
0.0% of portfolio
|
Q2 2023
Reduced 99.03%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
10
shares
|
$524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
10
shares
|
$524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
7
shares
|
$367
0.0% of portfolio
|
Q3 2023
Reduced 78.13%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
1
shares
|
$52
0.0% of portfolio
|
Q3 2023
Reduced 100.0%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$52
0.0% of portfolio
|
Q1 2025
Reduced 100.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|