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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,214
shares
|
$58,903
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
1,206
shares
|
$58,515
0.0% of portfolio
|
Q2 2024
Reduced 27.04%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,175
shares
|
$57,011
0.05% of portfolio
|
Q4 2024
Reduced 66.71%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,141
shares
|
$55,361
0.02% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,132
shares
|
$54,924
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,110
shares
|
$53,857
0.01% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,084
shares
|
$52,595
0.0% of portfolio
|
Q4 2023
Added 8.73%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
1,072
shares
|
$52,013
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,043
shares
|
$50,606
0.11% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,040
shares
|
$50,460
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,028
shares
|
$49,878
0.02% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
1,025
shares
|
$49,733
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
1,014
shares
|
$49,199
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
1,012
shares
|
$49,102
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$48,520
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
1,000
shares
|
$48,520
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
993
shares
|
$48,180
0.04% of portfolio
|
Q4 2024
Reduced 18.07%
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
986
shares
|
$47,840
0.02% of portfolio
|
Q4 2024
Reduced 99.13%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
984
shares
|
$47,743
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
975
shares
|
$47,307
0.0% of portfolio
|
Q1 2024
Added 4.84%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
957
shares
|
$46,433
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
934
shares
|
$45,317
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
932
shares
|
$45,220
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
931
shares
|
$45,172
0.01% of portfolio
|
Q3 2024
Reduced 81.55%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
931
shares
|
$45,172
0.02% of portfolio
|
Q4 2024
Added 12.24%
|