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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
124,167
shares
|
$6.14 Million
0.03% of portfolio
|
Q4 2024
Added 59.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
123,676
shares
|
$6.12 Million
0.25% of portfolio
|
Q4 2024
Added 24.49%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
122,418
shares
|
$6.05 Million
4.11% of portfolio
|
Q4 2024
Added 2086.43%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
122,170
shares
|
$6.04 Million
0.12% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
122,149
shares
|
$6.04 Million
0.67% of portfolio
|
Q4 2024
Added 222.39%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
121,724
shares
|
$6.02 Million
4.22% of portfolio
|
Q4 2022
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
120,852
shares
|
$5.98 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
120,832
shares
|
$5.98 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
120,578
shares
|
$5.96 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
120,504
shares
|
$5.96 Million
4.49% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
120,122
shares
|
$5.94 Million
0.37% of portfolio
|
Q4 2024
Added 340.6%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
118,458
shares
|
$5.86 Million
0.31% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
118,340
shares
|
$5.85 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
118,277
shares
|
$5.85 Million
5.17% of portfolio
|
Q4 2024
New holding
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
117,368
shares
|
$5.81 Million
1.57% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
116,786
shares
|
$5.78 Million
0.47% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
116,675
shares
|
$5.77 Million
0.04% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
116,546
shares
|
$5.76 Million
0.35% of portfolio
|
Q4 2024
Reduced 47.98%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
115,807
shares
|
$5.73 Million
1.04% of portfolio
|
Q4 2024
Added 156.32%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
115,313
shares
|
$5.7 Million
0.9% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
115,134
shares
|
$5.69 Million
0.3% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
114,512
shares
|
$5.66 Million
0.55% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
114,282
shares
|
$5.65 Million
0.35% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
113,795
shares
|
$5.63 Million
0.17% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
113,649
shares
|
$5.62 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.18%
|