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 |
|---|---|---|---|---|---|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
43,591
shares
|
$2.26 Million
0.37% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
43,332
shares
|
$2.25 Million
0.02% of portfolio
|
Q3 2024
Added 21.35%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
43,034
shares
|
$2.23 Million
0.6% of portfolio
|
Q3 2024
Added 55.44%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
42,924
shares
|
$2.22 Million
1.33% of portfolio
|
Q4 2024
Added 176.82%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
42,853
shares
|
$2.22 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
42,817
shares
|
$2.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
42,786
shares
|
$2.22 Million
0.05% of portfolio
|
Q4 2024
Added 52.14%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
42,750
shares
|
$2.22 Million
0.52% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
42,689
shares
|
$2.21 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
42,620
shares
|
$2.21 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
42,535
shares
|
$2.2 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
42,458
shares
|
$2.2 Million
0.69% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
41,850
shares
|
$2.17 Million
1.65% of portfolio
|
Q3 2024
Added 86.67%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
41,786
shares
|
$2.17 Million
0.3% of portfolio
|
Q4 2022
Reduced 23.15%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
41,786
shares
|
$2.17 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
41,702
shares
|
$2.16 Million
0.13% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Feb 05, 2025 Q4 2024 |
41,530
shares
|
$2.15 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
41,486
shares
|
$2.15 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
41,197
shares
|
$2.13 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,842
shares
|
$2.12 Million
0.04% of portfolio
|
Q4 2023
Added 13.21%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
40,791
shares
|
$2.11 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
40,422
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.04%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
40,182
shares
|
$2.08 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
40,007
shares
|
$2.07 Million
0.1% of portfolio
|
Q4 2024
Added 17.34%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
39,985
shares
|
$2.07 Million
0.6% of portfolio
|
Q1 2024
Added 18.93%
|