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 |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
19,150
shares
|
$992,353
0.08% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
19,081
shares
|
$988,777
0.06% of portfolio
|
Q3 2022
Added 4.05%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
19,066
shares
|
$988,000
0.17% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
19,030
shares
|
$986,134
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
18,987
shares
|
$983,906
0.66% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
18,940
shares
|
$981,470
0.4% of portfolio
|
Q3 2024
Reduced 28.73%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
18,857
shares
|
$977,169
0.09% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
18,814
shares
|
$974,941
0.14% of portfolio
|
Q3 2024
Reduced 42.61%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
18,633
shares
|
$965,562
0.26% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
18,623
shares
|
$965,043
0.37% of portfolio
|
Q2 2023
Added 17.92%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
18,498
shares
|
$958,566
0.05% of portfolio
|
Q4 2024
Added 60.24%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
18,406
shares
|
$953,798
0.07% of portfolio
|
Q4 2024
Reduced 15.35%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
18,256
shares
|
$946,025
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
18,239
shares
|
$945,144
0.0% of portfolio
|
Q3 2022
Reduced 71.34%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
18,174
shares
|
$941,776
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,162
shares
|
$941,154
0.04% of portfolio
|
Q2 2022
Reduced 25.26%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
18,148
shares
|
$940,429
0.08% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
18,063
shares
|
$936,024
0.42% of portfolio
|
Q4 2024
Added 12.81%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
18,061
shares
|
$935,921
0.11% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
18,004
shares
|
$932,967
0.06% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
17,981
shares
|
$931,775
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
17,888
shares
|
$926,956
0.08% of portfolio
|
Q3 2024
Reduced 82.06%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
17,875
shares
|
$926,282
0.3% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
17,787
shares
|
$921,722
0.02% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
17,692
shares
|
$916,799
0.08% of portfolio
|
Q3 2024
Reduced 1.53%
|