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 $37.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
160,672
shares
|
$7.95 Million
0.53% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
160,105
shares
|
$7.92 Million
0.11% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
159,781
shares
|
$7.9 Million
4.48% of portfolio
|
Q4 2024
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
159,570
shares
|
$7.89 Million
2.16% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
158,902
shares
|
$7.86 Million
0.02% of portfolio
|
Q4 2024
Added 48.98%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
158,901
shares
|
$7.86 Million
0.19% of portfolio
|
Q4 2023
Added 165.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
157,522
shares
|
$7.79 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
157,375
shares
|
$7.78 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
156,811
shares
|
$7.76 Million
3.28% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
156,698
shares
|
$7.75 Million
0.9% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
156,573
shares
|
$7.74 Million
4.18% of portfolio
|
Q4 2024
Reduced 36.13%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
156,091
shares
|
$7.72 Million
3.53% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
154,234
shares
|
$7.63 Million
0.09% of portfolio
|
Q4 2024
Added 106.48%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
151,397
shares
|
$7.49 Million
0.58% of portfolio
|
Q4 2024
Added 29.8%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
151,372
shares
|
$7.49 Million
0.61% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Chescapmanager LLC
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
150,000
shares
|
$7.42 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
149,780
shares
|
$7.41 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
147,714
shares
|
$7.31 Million
0.01% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
146,935
shares
|
$7.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 42.42%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
146,883
shares
|
$7.26 Million
0.82% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
146,280
shares
|
$7.24 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
144,299
shares
|
$7.14 Million
0.73% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
144,050
shares
|
$7.12 Million
0.14% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
143,965
shares
|
$7.12 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
143,700
shares
|
$7.11 Million
0.59% of portfolio
|
Q4 2024
Added 1.22%
|