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 2,044 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 $37.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,614
shares
|
$79,828
0.05% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
1,568
shares
|
$77,553
0.03% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,567
shares
|
$77,503
0.06% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,559
shares
|
$77,108
0.01% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,517
shares
|
$75,030
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,502
shares
|
$74,288
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,485
shares
|
$73,448
0.04% of portfolio
|
Q2 2024
Reduced 25.19%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,481
shares
|
$73,250
0.0% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,481
shares
|
$73,250
0.05% of portfolio
|
Q1 2024
Reduced 93.92%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,470
shares
|
$72,706
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,452
shares
|
$71,815
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,444
shares
|
$71,420
0.01% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,444
shares
|
$71,420
0.02% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
1,402
shares
|
$69,342
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,361
shares
|
$67,315
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,338
shares
|
$66,177
0.02% of portfolio
|
Q2 2024
Reduced 8.23%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,328
shares
|
$65,682
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,310
shares
|
$64,792
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
1,280
shares
|
$63,308
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,261
shares
|
$62,369
0.02% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
1,256
shares
|
$62,121
0.02% of portfolio
|
Q3 2024
Reduced 78.02%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,232
shares
|
$60,934
0.01% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,221
shares
|
$60,390
0.02% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,217
shares
|
$60,192
0.01% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
1,217
shares
|
$60,192
0.02% of portfolio
|
Q4 2023
New holding
|