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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
39,940
shares
|
$2.07 Million
0.04% of portfolio
|
Q4 2024
Added 313.24%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
39,755
shares
|
$2.06 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
39,736
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2022
Reduced 94.8%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
39,649
shares
|
$2.05 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
39,566
shares
|
$2.05 Million
0.58% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
39,549
shares
|
$2.05 Million
0.87% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
39,287
shares
|
$2.04 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
39,256
shares
|
$2.03 Million
0.44% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
39,158
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
39,088
shares
|
$2.03 Million
0.11% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
38,606
shares
|
$2 Million
0.76% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
38,558
shares
|
$2 Million
0.09% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
38,421
shares
|
$1.99 Million
0.16% of portfolio
|
Q4 2024
Added 23.84%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
38,408
shares
|
$1.99 Million
0.06% of portfolio
|
Q4 2024
Added 55.88%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
38,286
shares
|
$1.98 Million
0.69% of portfolio
|
Q1 2024
Added 590.58%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
38,187
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
38,034
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
38,000
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
38,000
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
37,936
shares
|
$1.97 Million
0.14% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
37,886
shares
|
$1.96 Million
1.41% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
37,717
shares
|
$1.95 Million
0.7% of portfolio
|
Q4 2024
New holding
|