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 |
|---|---|---|---|---|---|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
21,912
shares
|
$1.14 Million
0.72% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
21,910
shares
|
$1.14 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
21,422
shares
|
$1.11 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
21,379
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
21,130
shares
|
$1.09 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
21,030
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
20,970
shares
|
$1.09 Million
0.34% of portfolio
|
Q4 2024
Added 75.2%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
20,951
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
20,891
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
20,363
shares
|
$1.06 Million
0.62% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
20,356
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Added 45.16%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
20,312
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2024
Reduced 60.48%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
20,264
shares
|
$1.05 Million
0.05% of portfolio
|
Q4 2024
Added 47.59%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
20,253
shares
|
$1.05 Million
0.32% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
20,240
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
20,229
shares
|
$1.05 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
20,227
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
20,178
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2023
Reduced 19.39%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
20,171
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 31.49%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
20,153
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
20,142
shares
|
$1.04 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
20,140
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2023
Added 22.69%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
20,113
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
20,078
shares
|
$1.04 Million
0.31% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
20,028
shares
|
$1.04 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.98%
|