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 |
|---|---|---|---|---|---|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
37,612
shares
|
$1.95 Million
1.11% of portfolio
|
Q4 2024
Added 36.92%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
37,562
shares
|
$1.95 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
37,543
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2024
Reduced 69.73%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
37,472
shares
|
$1.94 Million
1.69% of portfolio
|
Q4 2024
Added 32.29%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
37,442
shares
|
$1.94 Million
0.5% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
37,418
shares
|
$1.94 Million
0.4% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
37,295
shares
|
$1.93 Million
0.14% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
37,084
shares
|
$1.92 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
36,769
shares
|
$1.91 Million
0.3% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
36,750
shares
|
$1.9 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
36,649
shares
|
$1.9 Million
0.69% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
36,619
shares
|
$1.9 Million
0.26% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
36,550
shares
|
$1.89 Million
0.43% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
36,536
shares
|
$1.89 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
36,502
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 95.99%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
36,156
shares
|
$1.87 Million
0.26% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
36,085
shares
|
$1.87 Million
0.48% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
35,482
shares
|
$1.84 Million
0.2% of portfolio
|
Q4 2024
Reduced 75.93%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
35,287
shares
|
$1.83 Million
0.72% of portfolio
|
Q4 2024
Added 41.82%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
35,201
shares
|
$1.82 Million
0.24% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
35,145
shares
|
$1.82 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
35,047
shares
|
$1.82 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
34,931
shares
|
$1.81 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
34,798
shares
|
$1.8 Million
0.72% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
34,731
shares
|
$1.8 Million
0.26% of portfolio
|
Q4 2024
Added 2.05%
|