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 |
|---|---|---|---|---|---|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
14,020
shares
|
$726,516
0.21% of portfolio
|
Q4 2024
Added 26.59%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
14,009
shares
|
$725,946
0.05% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
14,009
shares
|
$725,946
0.32% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,005
shares
|
$725,739
0.01% of portfolio
|
Q2 2022
Reduced 0.82%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
13,964
shares
|
$723,614
0.06% of portfolio
|
Q4 2024
Added 155.42%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
13,909
shares
|
$720,764
0.37% of portfolio
|
Q3 2024
Reduced 35.83%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
13,893
shares
|
$719,935
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
13,876
shares
|
$719,054
0.01% of portfolio
|
Q4 2024
Added 156.54%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,821
shares
|
$716,204
0.17% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
13,748
shares
|
$712,421
0.19% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
13,651
shares
|
$707,394
0.01% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
13,634
shares
|
$706,513
0.05% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
13,626
shares
|
$706,099
0.22% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
13,581
shares
|
$703,767
0.03% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
13,560
shares
|
$702,679
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
13,538
shares
|
$701,539
0.0% of portfolio
|
Q3 2024
Added 40.14%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,370
shares
|
$692,833
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,323
shares
|
$690,397
0.08% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
13,309
shares
|
$689,672
0.01% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
13,282
shares
|
$688,273
0.07% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,281
shares
|
$688,221
0.09% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
13,267
shares
|
$687,495
0.1% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,242
shares
|
$686,200
0.13% of portfolio
|
Q1 2024
Added 105.68%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
13,193
shares
|
$683,661
0.17% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
13,186
shares
|
$683,298
0.16% of portfolio
|
Q3 2024
Added 0.03%
|