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 |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,598
shares
|
$601,008
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
11,558
shares
|
$598,935
0.08% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
11,472
shares
|
$594,479
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
11,463
shares
|
$594,012
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
11,454
shares
|
$593,546
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
11,420
shares
|
$591,784
0.01% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,392
shares
|
$590,333
0.17% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
11,384
shares
|
$589,918
0.05% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
11,378
shares
|
$589,607
0.18% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
11,347
shares
|
$588,001
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
11,308
shares
|
$585,980
0.06% of portfolio
|
Q3 2024
Reduced 97.28%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
11,243
shares
|
$582,612
0.38% of portfolio
|
Q1 2024
Reduced 9.64%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
11,231
shares
|
$581,990
0.21% of portfolio
|
Q4 2024
Added 83.96%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
11,225
shares
|
$581,679
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
11,181
shares
|
$579,399
0.17% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
11,136
shares
|
$577,067
0.12% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
11,136
shares
|
$577,067
0.07% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
11,115
shares
|
$575,979
0.04% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,115
shares
|
$575,979
0.13% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
11,039
shares
|
$572,040
0.11% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
10,995
shares
|
$569,760
0.06% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
10,985
shares
|
$569,242
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
10,924
shares
|
$566,081
0.1% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
10,906
shares
|
$565,148
0.15% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
10,902
shares
|
$564,941
0.21% of portfolio
|
Q4 2024
Added 26.81%
|