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 2,043 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $36.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,821
shares
|
$185,394
0.08% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,673
shares
|
$178,213
0.08% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
3,557
shares
|
$172,585
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
3,525
shares
|
$171,033
0.15% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$169,868
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$169,868
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
3,500
shares
|
$169,820
0.08% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,464
shares
|
$168,073
0.03% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
3,464
shares
|
$168,073
0.05% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
3,412
shares
|
$165,550
0.06% of portfolio
|
Q4 2024
Reduced 88.46%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,271
shares
|
$158,708
0.01% of portfolio
|
Q3 2023
Added 1340.97%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
3,190
shares
|
$154,778
0.01% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
3,145
shares
|
$152,595
0.0% of portfolio
|
Q4 2024
Reduced 80.52%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,136
shares
|
$152,158
0.03% of portfolio
|
Q1 2024
Reduced 42.1%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
3,130
shares
|
$151,867
0.02% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
3,127
shares
|
$151,722
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
3,118
shares
|
$151,285
0.04% of portfolio
|
Q4 2024
Reduced 48.37%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
3,024
shares
|
$146,724
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,015
shares
|
$146,287
0.0% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
3,000
shares
|
$145,560
0.04% of portfolio
|
Q2 2023
Reduced 94.44%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,989
shares
|
$145,026
0.06% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,943
shares
|
$142,794
0.01% of portfolio
|
Q3 2020
Reduced 20.42%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
2,729
shares
|
$132,411
0.06% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,668
shares
|
$129,451
0.04% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
2,640
shares
|
$128,092
0.01% of portfolio
|
Q4 2024
Reduced 28.92%
|