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 2,098 institutions that hold shares in the stock, with a total of 840 Million shares, which have been reported (via 13F filing form) to have a value of $41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
1,336,307
shares
|
$65.2 Million
0.01% of portfolio
|
Q4 2024
Added 34.93%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,291,929
shares
|
$63 Million
0.12% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,291,369
shares
|
$63 Million
0.09% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,231,987
shares
|
$60.1 Million
0.8% of portfolio
|
Q4 2024
Added 728886.38%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,215,450
shares
|
$59.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 23.36%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
1,184,690
shares
|
$57.8 Million
3.12% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,094,357
shares
|
$53.4 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,052,922
shares
|
$51.3 Million
2.23% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
1,043,961
shares
|
$50.9 Million
1.61% of portfolio
|
Q4 2024
Reduced 40.86%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
1,000,000
shares
|
$48.8 Million
0.2% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
1,000,000
shares
|
$48.8 Million
0.19% of portfolio
|
Q4 2024
Added 126.16%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
976,289
shares
|
$47.6 Million
10.63% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
944,281
shares
|
$46 Million
0.3% of portfolio
|
Q1 2025
Reduced 22.17%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
909,080
shares
|
$44.3 Million
0.26% of portfolio
|
Q1 2025
Added 20.04%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 05, 2025 Q1 2025 |
901,600
shares
|
$44 Million
7.42% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
893,883
shares
|
$43.6 Million
0.55% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
880,301
shares
|
$42.9 Million
1.49% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
822,285
shares
|
$40.1 Million
3.33% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
821,721
shares
|
$40.1 Million
1.35% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
811,511
shares
|
$39.6 Million
0.16% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
805,392
shares
|
$39.3 Million
3.18% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
780,002
shares
|
$38 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
765,764
shares
|
$37.3 Million
7.37% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
756,328
shares
|
$36.9 Million
3.29% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
745,457
shares
|
$36.3 Million
0.23% of portfolio
|
Q4 2024
Added 118.29%
|