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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
27,263
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,203
shares
|
$1.41 Million
0.19% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
27,076
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
26,943
shares
|
$1.4 Million
0.58% of portfolio
|
Q4 2024
Added 18.32%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
26,937
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
26,826
shares
|
$1.39 Million
0.08% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
26,750
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
26,715
shares
|
$1.38 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
26,640
shares
|
$1.38 Million
0.1% of portfolio
|
Q4 2024
Added 18.28%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
26,591
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2022
Added 17.49%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
26,527
shares
|
$1.37 Million
0.14% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
26,438
shares
|
$1.37 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
26,255
shares
|
$1.36 Million
0.56% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
26,215
shares
|
$1.36 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
26,205
shares
|
$1.36 Million
0.08% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Nwi Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
26,000
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
25,920
shares
|
$1.34 Million
0.72% of portfolio
|
Q4 2023
Reduced 53.56%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
25,721
shares
|
$1.33 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
25,679
shares
|
$1.33 Million
0.18% of portfolio
|
Q3 2024
Added 41.19%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
25,647
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Added 48.09%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
25,610
shares
|
$1.33 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
25,560
shares
|
$1.32 Million
0.14% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,551
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2023
Added 50.28%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
25,261
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
25,250
shares
|
$1.31 Million
0.53% of portfolio
|
Q4 2024
Reduced 66.01%
|