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 2,057 institutions that hold shares in the stock, with a total of 762 Million shares, which have been reported (via 13F filing form) to have a value of $37.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
204,252
shares
|
$10.1 Million
1.2% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
203,075
shares
|
$9.99 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
200,000
shares
|
$9.84 Million
0.43% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
200,000
shares
|
$9.84 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
199,553
shares
|
$9.82 Million
2.57% of portfolio
|
Q3 2024
Reduced 25.35%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
198,994
shares
|
$9.79 Million
3.66% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
198,368
shares
|
$9.76 Million
0.05% of portfolio
|
Q4 2024
Added 501.17%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
197,878
shares
|
$9.74 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
197,205
shares
|
$9.7 Million
0.83% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
196,770
shares
|
$9.68 Million
0.44% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
196,493
shares
|
$9.67 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
195,677
shares
|
$9.63 Million
1.13% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
193,619
shares
|
$9.53 Million
0.36% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
192,967
shares
|
$9.5 Million
0.61% of portfolio
|
Q4 2024
Added 115.8%
|
|
|
Ctc LLC
|
Feb 18, 2025 Q4 2024 |
191,493
shares
|
$9.42 Million
0.01% of portfolio
|
Q4 2024
Added 83.34%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
191,432
shares
|
$9.42 Million
0.85% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
190,776
shares
|
$9.39 Million
5.07% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
187,183
shares
|
$9.21 Million
1.27% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
186,549
shares
|
$9.18 Million
1.46% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
185,429
shares
|
$9.12 Million
0.93% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
184,628
shares
|
$9.09 Million
0.44% of portfolio
|
Q4 2024
Added 35.77%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
183,137
shares
|
$9.01 Million
7.8% of portfolio
|
Q4 2023
Reduced 2.72%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
182,154
shares
|
$8.96 Million
3.03% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
181,706
shares
|
$8.94 Million
0.09% of portfolio
|
Q4 2024
Added 2119.72%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
180,772
shares
|
$8.9 Million
3.65% of portfolio
|
Q4 2022
Added 6.13%
|