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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,183
shares
|
$1.3 Million
0.06% of portfolio
|
Q4 2023
Reduced 13.35%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
25,168
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Added 28.44%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
25,166
shares
|
$1.3 Million
0.79% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
24,934
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
24,864
shares
|
$1.29 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
24,855
shares
|
$1.29 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
24,809
shares
|
$1.29 Million
0.13% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
24,758
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
24,757
shares
|
$1.28 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,739
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2023
Added 35.94%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
24,727
shares
|
$1.28 Million
0.11% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
24,725
shares
|
$1.28 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
24,618
shares
|
$1.28 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
24,611
shares
|
$1.28 Million
0.15% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
24,524
shares
|
$1.27 Million
0.24% of portfolio
|
Q4 2024
Added 19.46%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
24,502
shares
|
$1.27 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
24,398
shares
|
$1.26 Million
0.21% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
24,245
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
24,144
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
24,118
shares
|
$1.25 Million
0.31% of portfolio
|
Q4 2024
Added 66.79%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
24,095
shares
|
$1.25 Million
0.12% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,093
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
23,942
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
23,849
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 57.48%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
23,698
shares
|
$1.23 Million
0.23% of portfolio
|
Q4 2024
Added 4.6%
|