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 1,966 institutions that hold shares in the stock, with a total of 720 Million shares, which have been reported (via 13F filing form) to have a value of $37.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
49,387
shares
|
$2.54 Million
1.38% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
49,060
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2024
Added 231.11%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
49,002
shares
|
$2.52 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
48,924
shares
|
$2.51 Million
2.53% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
48,677
shares
|
$2.5 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
48,605
shares
|
$2.5 Million
0.07% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
48,595
shares
|
$2.5 Million
0.37% of portfolio
|
Q4 2020
Added 1.79%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
48,440
shares
|
$2.49 Million
0.5% of portfolio
|
Q4 2024
Added 108.1%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
48,326
shares
|
$2.48 Million
0.23% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
47,817
shares
|
$2.46 Million
0.36% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
47,503
shares
|
$2.44 Million
0.03% of portfolio
|
Q4 2024
Reduced 41.05%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
47,493
shares
|
$2.44 Million
1.19% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
47,344
shares
|
$2.43 Million
0.26% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
47,241
shares
|
$2.43 Million
0.33% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
47,153
shares
|
$2.42 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
47,082
shares
|
$2.42 Million
0.13% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
47,081
shares
|
$2.42 Million
0.63% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
47,039
shares
|
$2.42 Million
1.08% of portfolio
|
Q4 2024
Added 94.13%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
46,986
shares
|
$2.41 Million
1.06% of portfolio
|
Q1 2024
Reduced 17.18%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
46,806
shares
|
$2.4 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
46,745
shares
|
$2.4 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
46,348
shares
|
$2.38 Million
0.03% of portfolio
|
Q4 2024
Added 67.1%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
46,218
shares
|
$2.37 Million
1.1% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
45,900
shares
|
$2.36 Million
0.89% of portfolio
|
Q4 2024
Reduced 34.98%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
45,883
shares
|
$2.36 Million
0.0% of portfolio
|
Q4 2024
Added 13.93%
|