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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
23,604
shares
|
$1.22 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
23,576
shares
|
$1.22 Million
0.11% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
23,535
shares
|
$1.22 Million
0.44% of portfolio
|
Q4 2024
Reduced 17.12%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
23,500
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
23,391
shares
|
$1.21 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
23,300
shares
|
$1.21 Million
0.9% of portfolio
|
Q4 2024
Reduced 74.29%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
23,286
shares
|
$1.21 Million
0.27% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
23,113
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2024
Added 3534.12%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
23,040
shares
|
$1.19 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
23,008
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
22,891
shares
|
$1.19 Million
0.15% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
22,861
shares
|
$1.18 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
22,824
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2024
Added 264.66%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
22,759
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
22,713
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.41%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
22,648
shares
|
$1.17 Million
0.52% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
22,617
shares
|
$1.17 Million
0.31% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
22,588
shares
|
$1.17 Million
0.43% of portfolio
|
Q4 2024
Added 3159.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
22,452
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,412
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2024
Added 25.49%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
22,348
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 19.46%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
22,347
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
22,144
shares
|
$1.15 Million
0.52% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
21,944
shares
|
$1.14 Million
0.4% of portfolio
|
Q4 2024
Added 3.78%
|