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 1,987 institutions that hold shares in the stock, with a total of 718 Million shares, which have been reported (via 13F filing form) to have a value of $37.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
13,893
shares
|
$718,268
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
13,876
shares
|
$717,389
0.01% of portfolio
|
Q4 2024
Added 156.54%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,821
shares
|
$714,545
0.17% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
13,748
shares
|
$710,771
0.19% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
13,651
shares
|
$705,756
0.01% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
13,634
shares
|
$704,877
0.05% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
13,626
shares
|
$704,464
0.22% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
13,581
shares
|
$702,137
0.03% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
13,560
shares
|
$701,052
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
13,488
shares
|
$697,329
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
13,416
shares
|
$693,607
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,370
shares
|
$691,229
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,323
shares
|
$688,799
0.08% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
13,309
shares
|
$688,075
0.01% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
13,282
shares
|
$686,679
0.07% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,281
shares
|
$686,627
0.09% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
13,267
shares
|
$685,903
0.1% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,242
shares
|
$684,611
0.13% of portfolio
|
Q1 2024
Added 105.68%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
13,238
shares
|
$684,404
0.37% of portfolio
|
Q4 2024
Added 98.26%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
13,190
shares
|
$681,923
0.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,171
shares
|
$680,940
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
13,134
shares
|
$679,027
0.17% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
13,104
shares
|
$677,476
0.5% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
13,078
shares
|
$676,132
0.05% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
13,044
shares
|
$674,374
0.29% of portfolio
|
Q4 2024
Added 12.99%
|