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 |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
113,607
shares
|
$5.62 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
113,541
shares
|
$5.62 Million
0.57% of portfolio
|
Q4 2024
Added 15.89%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
113,515
shares
|
$5.61 Million
0.27% of portfolio
|
Q4 2024
Added 42.69%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
113,294
shares
|
$5.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 63.34%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
113,042
shares
|
$5.59 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
112,104
shares
|
$5.54 Million
1.3% of portfolio
|
Q3 2024
Added 1435.46%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
111,700
shares
|
$5.52 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
111,225
shares
|
$5.5 Million
2.02% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
110,388
shares
|
$5.46 Million
0.35% of portfolio
|
Q4 2024
Added 69.09%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
110,258
shares
|
$5.45 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
110,130
shares
|
$5.45 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
109,180
shares
|
$5.4 Million
0.12% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
108,968
shares
|
$5.39 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
108,900
shares
|
$5.39 Million
2.56% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
108,817
shares
|
$5.38 Million
3.09% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
108,286
shares
|
$5.36 Million
0.13% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
106,675
shares
|
$5.28 Million
0.18% of portfolio
|
Q4 2024
Added 113.01%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
106,379
shares
|
$5.26 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
105,980
shares
|
$5.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 70.41%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
105,795
shares
|
$5.23 Million
0.48% of portfolio
|
Q4 2024
Reduced 23.56%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Mar 14, 2025 Q4 2024 |
105,352
shares
|
$5.21 Million
2.6% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
104,516
shares
|
$5.17 Million
2.05% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
104,396
shares
|
$5.16 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
104,237
shares
|
$5.16 Million
0.24% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
104,109
shares
|
$5.15 Million
4.05% of portfolio
|
Q4 2024
New holding
|