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 2,045 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 $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
55,882
shares
|
$2.71 Million
1.14% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
55,851
shares
|
$2.71 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
55,772
shares
|
$2.71 Million
0.96% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Feb 13, 2025 Q4 2024 |
55,688
shares
|
$2.7 Million
9.5% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
55,649
shares
|
$2.7 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
55,558
shares
|
$2.7 Million
1.18% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
55,371
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
55,307
shares
|
$2.68 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
55,281
shares
|
$2.68 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
55,098
shares
|
$2.67 Million
1.5% of portfolio
|
Q4 2024
Added 188.5%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
55,037
shares
|
$2.67 Million
1.9% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
54,426
shares
|
$2.64 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
54,042
shares
|
$2.62 Million
0.44% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
53,932
shares
|
$2.62 Million
0.27% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
53,836
shares
|
$2.61 Million
0.4% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
53,296
shares
|
$2.59 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
52,998
shares
|
$2.57 Million
0.08% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Symmetry Investments LP
|
Feb 14, 2025 Q4 2024 |
52,900
shares
|
$2.57 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
52,420
shares
|
$2.54 Million
0.7% of portfolio
|
Q4 2024
Added 34.63%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
52,406
shares
|
$2.54 Million
0.87% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
52,180
shares
|
$2.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
52,123
shares
|
$2.53 Million
0.21% of portfolio
|
Q4 2024
Reduced 43.15%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
52,088
shares
|
$2.53 Million
2.12% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
51,951
shares
|
$2.52 Million
1.36% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
51,763
shares
|
$2.51 Million
1.94% of portfolio
|
Q4 2024
Added 81.91%
|