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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
28,771
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2023
Added 45.59%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
28,760
shares
|
$1.49 Million
0.36% of portfolio
|
Q3 2024
Added 238.83%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
28,736
shares
|
$1.49 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
28,733
shares
|
$1.49 Million
0.18% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
28,681
shares
|
$1.49 Million
0.44% of portfolio
|
Q3 2024
Added 109.69%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
28,676
shares
|
$1.49 Million
0.29% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
28,651
shares
|
$1.48 Million
0.31% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
28,628
shares
|
$1.48 Million
0.24% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
28,468
shares
|
$1.48 Million
0.13% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
28,410
shares
|
$1.47 Million
0.95% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
28,389
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
28,284
shares
|
$1.47 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
28,201
shares
|
$1.46 Million
0.45% of portfolio
|
Q4 2024
Reduced 25.33%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
28,137
shares
|
$1.46 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
28,095
shares
|
$1.46 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
27,981
shares
|
$1.45 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
27,869
shares
|
$1.44 Million
0.4% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,837
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
27,816
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
27,791
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2022
Reduced 63.27%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
27,737
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
27,720
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
27,576
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
27,555
shares
|
$1.43 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
27,414
shares
|
$1.42 Million
0.15% of portfolio
|
Q2 2024
Reduced 19.95%
|