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 $36.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
51,558
shares
|
$2.46 Million
0.04% of portfolio
|
Q3 2022
Reduced 63.66%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
51,279
shares
|
$2.44 Million
0.06% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
51,197
shares
|
$2.44 Million
0.03% of portfolio
|
Q4 2024
Added 26.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
51,079
shares
|
$2.44 Million
0.09% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
50,886
shares
|
$2.43 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
50,871
shares
|
$2.43 Million
1.05% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
50,656
shares
|
$2.42 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
50,610
shares
|
$2.41 Million
0.87% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
50,573
shares
|
$2.41 Million
0.38% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
50,164
shares
|
$2.39 Million
0.02% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
50,105
shares
|
$2.39 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Rye Brook Capital LLC
|
Jan 31, 2025 Q4 2024 |
49,800
shares
|
$2.37 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
49,512
shares
|
$2.36 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
49,387
shares
|
$2.35 Million
1.38% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
49,314
shares
|
$2.35 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
49,002
shares
|
$2.34 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
48,924
shares
|
$2.33 Million
2.53% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
48,677
shares
|
$2.32 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
48,605
shares
|
$2.32 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
|
$2.32 Million
0.37% of portfolio
|
Q4 2020
Added 1.79%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
48,440
shares
|
$2.31 Million
0.5% of portfolio
|
Q4 2024
Added 108.1%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
48,326
shares
|
$2.3 Million
0.26% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
48,301
shares
|
$2.3 Million
0.28% of portfolio
|
Q4 2024
Added 52.36%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
47,817
shares
|
$2.28 Million
0.36% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
47,695
shares
|
$2.27 Million
0.01% of portfolio
|
Q4 2024
Added 47.07%
|