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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
20,016
shares
|
$1.04 Million
0.21% of portfolio
|
Q4 2024
Added 184.0%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$1.04 Million
0.3% of portfolio
|
Q1 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
19,997
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,955
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
19,923
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
19,865
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2024
Added 78.8%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
19,849
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
19,825
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19,731
shares
|
$1.02 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
19,723
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2024
Added 247.54%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
19,669
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
19,646
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Added 52.78%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
19,609
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2023
Added 18.34%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
19,605
shares
|
$1.02 Million
0.36% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,546
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2022
Added 3.82%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
19,475
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
19,438
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
19,435
shares
|
$1.01 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
19,417
shares
|
$1.01 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
19,323
shares
|
$1 Million
0.02% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
19,302
shares
|
$1 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
19,287
shares
|
$999,452
0.17% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
19,264
shares
|
$998,260
1.43% of portfolio
|
Q3 2022
Reduced 14.72%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,244
shares
|
$997,224
0.26% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
19,228
shares
|
$996,394
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|