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 2,045 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $36.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
12,921
shares
|
$616,073
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
12,915
shares
|
$615,787
0.17% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
12,888
shares
|
$614,499
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
12,864
shares
|
$613,355
0.19% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
12,832
shares
|
$611,829
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
12,799
shares
|
$610,256
0.6% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
12,791
shares
|
$609,874
0.1% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
12,751
shares
|
$607,967
0.08% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
12,750
shares
|
$607,920
0.0% of portfolio
|
Q4 2024
Reduced 69.5%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Feb 13, 2025 Q4 2024 |
12,743
shares
|
$607,586
0.12% of portfolio
|
Q2 2024
Reduced 28.48%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
12,701
shares
|
$605,583
0.2% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
12,662
shares
|
$603,724
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
12,650
shares
|
$603,152
0.43% of portfolio
|
Q4 2024
Added 61.15%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
12,645
shares
|
$602,913
0.37% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
12,582
shares
|
$599,909
0.11% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
12,538
shares
|
$597,811
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
12,499
shares
|
$595,952
0.01% of portfolio
|
Q4 2024
Added 23.11%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
12,479
shares
|
$594,998
0.2% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
12,405
shares
|
$591,470
0.11% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
12,280
shares
|
$585,510
0.05% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,279
shares
|
$585,462
0.06% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
12,279
shares
|
$585,462
0.03% of portfolio
|
Q4 2024
Added 38.07%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
12,279
shares
|
$585,462
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
12,271
shares
|
$585,081
0.02% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
12,270
shares
|
$585,033
0.01% of portfolio
|
Q4 2024
Reduced 99.56%
|