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 |
|---|---|---|---|---|---|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
36,769
shares
|
$1.89 Million
0.3% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
36,750
shares
|
$1.89 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
36,750
shares
|
$1.89 Million
0.46% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
36,649
shares
|
$1.88 Million
0.69% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
36,619
shares
|
$1.88 Million
0.26% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
36,536
shares
|
$1.88 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
36,502
shares
|
$1.87 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
|
$1.86 Million
0.26% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
36,085
shares
|
$1.85 Million
0.48% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
35,660
shares
|
$1.83 Million
0.32% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
35,482
shares
|
$1.82 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
|
$1.81 Million
0.72% of portfolio
|
Q4 2024
Added 41.82%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
35,201
shares
|
$1.81 Million
0.24% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
35,145
shares
|
$1.81 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
35,047
shares
|
$1.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
34,798
shares
|
$1.79 Million
0.72% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
34,731
shares
|
$1.78 Million
0.26% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
34,508
shares
|
$1.77 Million
0.41% of portfolio
|
Q4 2024
Added 24.93%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
34,345
shares
|
$1.76 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
34,324
shares
|
$1.76 Million
0.33% of portfolio
|
Q3 2024
Reduced 20.69%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
34,193
shares
|
$1.76 Million
0.17% of portfolio
|
Q4 2024
Added 20.11%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
34,150
shares
|
$1.75 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
34,100
shares
|
$1.75 Million
2.32% of portfolio
|
Q1 2023
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
34,033
shares
|
$1.75 Million
0.35% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
33,901
shares
|
$1.74 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.95%
|