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 2,045 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 $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
902
shares
|
$43,765
0.0% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
894
shares
|
$43,376
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
890
shares
|
$43,182
0.02% of portfolio
|
Q2 2024
Added 368.42%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
875
shares
|
$42,455
0.01% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
855
shares
|
$41,484
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
848
shares
|
$41,144
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
838
shares
|
$40,659
0.03% of portfolio
|
Q4 2024
Reduced 88.02%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
823
shares
|
$39,931
0.01% of portfolio
|
Q4 2024
Added 237.3%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
800
shares
|
$38,816
0.03% of portfolio
|
Q4 2021
Reduced 8.05%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
799
shares
|
$38,767
0.01% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
789
shares
|
$38,282
0.03% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
783
shares
|
$37,991
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
763
shares
|
$37,020
0.0% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
759
shares
|
$36,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
757
shares
|
$36,729
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
748
shares
|
$36,292
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
733
shares
|
$35,565
0.02% of portfolio
|
Q4 2024
Reduced 99.09%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
720
shares
|
$34,934
0.01% of portfolio
|
Q3 2024
Reduced 57.82%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
714
shares
|
$34,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
700
shares
|
$33,964
0.02% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
690
shares
|
$33,478
0.01% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
680
shares
|
$32,993
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
639
shares
|
$31,004
0.01% of portfolio
|
Q2 2023
Reduced 42.38%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
636
shares
|
$30,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
625
shares
|
$30,325
0.02% of portfolio
|
Q4 2024
New holding
|