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 1,904 institutions that hold shares in the stock, with a total of 710 Million shares, which have been reported (via 13F filing form) to have a value of $36.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
82,053
shares
|
$4.22 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
81,562
shares
|
$4.2 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
81,334
shares
|
$4.19 Million
0.1% of portfolio
|
Q4 2024
Added 81.6%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
81,209
shares
|
$4.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
81,200
shares
|
$4.18 Million
0.15% of portfolio
|
Q3 2024
Added 1788.37%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
80,804
shares
|
$4.16 Million
1.68% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
80,578
shares
|
$4.15 Million
0.04% of portfolio
|
Q3 2024
Added 61.61%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
80,388
shares
|
$4.14 Million
0.12% of portfolio
|
Q4 2024
Added 98.78%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
79,931
shares
|
$4.11 Million
2.38% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
79,551
shares
|
$4.09 Million
0.17% of portfolio
|
Q3 2024
Reduced 14.66%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
79,279
shares
|
$4.08 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
78,933
shares
|
$4.06 Million
0.1% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
78,127
shares
|
$4.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
77,924
shares
|
$4.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
77,768
shares
|
$4 Million
1.42% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
77,476
shares
|
$3.99 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
77,406
shares
|
$3.98 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
77,018
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2024
Added 84.6%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
76,579
shares
|
$3.94 Million
0.02% of portfolio
|
Q3 2024
Added 137.51%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
76,074
shares
|
$3.92 Million
0.38% of portfolio
|
Q3 2024
Added 32.06%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
75,272
shares
|
$3.87 Million
2.54% of portfolio
|
Q2 2022
Added 150444.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
75,070
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
74,912
shares
|
$3.86 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
74,697
shares
|
$3.84 Million
0.07% of portfolio
|
Q3 2024
Added 132.98%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
74,561
shares
|
$3.84 Million
0.05% of portfolio
|
Q3 2024
Added 0.03%
|