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 |
|---|---|---|---|---|---|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
32,430
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
32,402
shares
|
$1.68 Million
0.84% of portfolio
|
Q4 2024
Reduced 78.11%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
32,398
shares
|
$1.68 Million
0.71% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
32,342
shares
|
$1.68 Million
0.09% of portfolio
|
Q4 2024
Added 38.2%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
32,248
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2022
Added 93.02%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
32,240
shares
|
$1.67 Million
0.13% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
32,236
shares
|
$1.67 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
32,191
shares
|
$1.67 Million
0.03% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
32,128
shares
|
$1.66 Million
1.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
32,116
shares
|
$1.66 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
32,077
shares
|
$1.66 Million
1.1% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
32,076
shares
|
$1.66 Million
0.05% of portfolio
|
Q4 2024
Reduced 43.34%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
32,057
shares
|
$1.66 Million
0.13% of portfolio
|
Q4 2022
Added 323.64%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
31,964
shares
|
$1.66 Million
0.43% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
31,941
shares
|
$1.66 Million
0.13% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
31,860
shares
|
$1.65 Million
0.04% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
31,802
shares
|
$1.65 Million
1.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
31,754
shares
|
$1.65 Million
0.91% of portfolio
|
Q4 2024
Added 23.3%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
31,741
shares
|
$1.64 Million
0.15% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
31,701
shares
|
$1.64 Million
0.17% of portfolio
|
Q3 2024
Added 371.46%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
31,668
shares
|
$1.64 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
31,656
shares
|
$1.64 Million
0.04% of portfolio
|
Q4 2024
Added 58.15%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
31,641
shares
|
$1.64 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
31,568
shares
|
$1.64 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
31,406
shares
|
$1.63 Million
1.41% of portfolio
|
Q3 2024
New holding
|