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 |
|---|---|---|---|---|---|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
17,686
shares
|
$916,488
0.38% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
17,635
shares
|
$913,845
0.28% of portfolio
|
Q3 2024
Added 33.82%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
17,553
shares
|
$909,596
0.19% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
17,494
shares
|
$906,539
0.04% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
17,459
shares
|
$904,725
0.08% of portfolio
|
Q3 2024
Added 638.54%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
17,440
shares
|
$903,740
0.06% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
17,411
shares
|
$902,238
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
17,398
shares
|
$901,564
0.2% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,348
shares
|
$898,973
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
17,331
shares
|
$898,092
0.24% of portfolio
|
Q4 2024
Reduced 31.93%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
17,162
shares
|
$889,334
0.47% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,155
shares
|
$888,972
0.43% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
17,146
shares
|
$888,505
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
17,080
shares
|
$885,085
0.02% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
17,068
shares
|
$884,463
0.07% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
17,052
shares
|
$883,634
0.57% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
16,986
shares
|
$880,214
0.09% of portfolio
|
Q4 2024
Added 2167.82%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
16,909
shares
|
$876,224
0.04% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
16,857
shares
|
$873,529
0.52% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
16,752
shares
|
$868,088
0.37% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
16,720
shares
|
$866,430
0.3% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
16,687
shares
|
$864,720
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
16,618
shares
|
$861,144
0.01% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,575
shares
|
$858,916
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
16,574
shares
|
$858,864
0.2% of portfolio
|
Q3 2024
Added 75.24%
|