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 1,933 institutions that hold shares in the stock, with a total of 731 Million shares, which have been reported (via 13F filing form) to have a value of $38.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
59,454
shares
|
$3.08 Million
0.7% of portfolio
|
Q3 2024
Added 470.52%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
59,412
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2024
Added 26072.69%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
59,349
shares
|
$3.08 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
59,064
shares
|
$3.06 Million
1.65% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
59,049
shares
|
$3.06 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
58,768
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 96.96%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
58,471
shares
|
$3.03 Million
1.32% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
58,385
shares
|
$3.03 Million
0.84% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
58,289
shares
|
$3.02 Million
0.27% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
58,234
shares
|
$3.02 Million
0.22% of portfolio
|
Q3 2022
Reduced 23.04%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
58,194
shares
|
$3.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
57,979
shares
|
$3 Million
1.05% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
57,920
shares
|
$3 Million
0.28% of portfolio
|
Q4 2024
Added 36.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
57,751
shares
|
$2.99 Million
0.03% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
57,389
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
57,198
shares
|
$2.96 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
57,112
shares
|
$2.96 Million
2.06% of portfolio
|
Q3 2022
Reduced 50.49%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
56,983
shares
|
$2.95 Million
1.22% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
56,919
shares
|
$2.95 Million
0.78% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
56,821
shares
|
$2.94 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
56,723
shares
|
$2.94 Million
0.93% of portfolio
|
Q4 2024
Added 31.87%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
56,610
shares
|
$2.93 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
56,476
shares
|
$2.93 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
56,464
shares
|
$2.93 Million
0.41% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
56,228
shares
|
$2.91 Million
1.36% of portfolio
|
Q4 2024
Added 5.93%
|