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 1,939 institutions that hold shares in the stock, with a total of 729 Million shares, which have been reported (via 13F filing form) to have a value of $37.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
30,991
shares
|
$1.61 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
30,943
shares
|
$1.6 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
30,876
shares
|
$1.6 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
30,842
shares
|
$1.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
30,753
shares
|
$1.59 Million
0.49% of portfolio
|
Q4 2024
Added 13.14%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
30,690
shares
|
$1.59 Million
0.09% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
30,546
shares
|
$1.58 Million
0.82% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
30,542
shares
|
$1.58 Million
0.06% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
30,274
shares
|
$1.57 Million
1.72% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
30,273
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
30,235
shares
|
$1.57 Million
1.64% of portfolio
|
Q4 2024
Added 31.66%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
30,209
shares
|
$1.57 Million
0.23% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
30,023
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
30,000
shares
|
$1.55 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
29,868
shares
|
$1.55 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
29,496
shares
|
$1.53 Million
0.53% of portfolio
|
Q2 2023
Added 14.4%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
29,406
shares
|
$1.52 Million
0.26% of portfolio
|
Q3 2024
Added 53.87%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
29,375
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
29,329
shares
|
$1.52 Million
0.08% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
29,262
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
29,150
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.34%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
28,991
shares
|
$1.5 Million
0.18% of portfolio
|
Q4 2023
Added 7.77%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
28,921
shares
|
$1.5 Million
0.03% of portfolio
|
Q4 2024
Added 26.12%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
28,815
shares
|
$1.49 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
28,806
shares
|
$1.49 Million
1.36% of portfolio
|
Q4 2024
Added 35.94%
|