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 $36.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
59,627
shares
|
$2.89 Million
0.19% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
59,586
shares
|
$2.89 Million
0.17% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
59,073
shares
|
$2.87 Million
2.75% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
59,049
shares
|
$2.87 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
58,471
shares
|
$2.84 Million
1.32% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
58,385
shares
|
$2.83 Million
0.84% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
58,234
shares
|
$2.83 Million
0.22% of portfolio
|
Q3 2022
Reduced 23.04%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
58,221
shares
|
$2.82 Million
0.08% of portfolio
|
Q4 2024
Added 55.08%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
58,194
shares
|
$2.82 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
|
$2.81 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
|
$2.81 Million
0.28% of portfolio
|
Q4 2024
Added 36.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
57,751
shares
|
$2.8 Million
0.03% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
57,198
shares
|
$2.78 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
57,112
shares
|
$2.77 Million
2.06% of portfolio
|
Q3 2022
Reduced 50.49%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
56,983
shares
|
$2.76 Million
1.22% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
56,919
shares
|
$2.76 Million
0.78% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
56,821
shares
|
$2.76 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
|
$2.75 Million
0.93% of portfolio
|
Q4 2024
Added 31.87%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
56,610
shares
|
$2.75 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
56,550
shares
|
$2.74 Million
0.04% of portfolio
|
Q4 2024
Added 187.51%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
56,476
shares
|
$2.74 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
56,464
shares
|
$2.74 Million
0.41% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
56,228
shares
|
$2.73 Million
1.36% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
56,182
shares
|
$2.73 Million
1.19% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
56,052
shares
|
$2.72 Million
0.14% of portfolio
|
Q4 2024
Added 31.0%
|