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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
11,225
shares
|
$580,332
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
11,181
shares
|
$578,057
0.18% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
11,136
shares
|
$575,731
0.12% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
11,136
shares
|
$575,731
0.07% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
11,115
shares
|
$574,645
0.04% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
11,039
shares
|
$570,716
0.11% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
10,995
shares
|
$568,441
0.06% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
10,985
shares
|
$567,924
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
10,924
shares
|
$564,770
0.1% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
10,906
shares
|
$563,840
0.15% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
10,902
shares
|
$563,633
0.21% of portfolio
|
Q4 2024
Added 26.81%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
10,874
shares
|
$562,185
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
10,835
shares
|
$560,169
0.01% of portfolio
|
Q4 2024
Added 92.66%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
10,821
shares
|
$559,445
0.29% of portfolio
|
Q3 2024
Added 22.67%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
10,803
shares
|
$558,515
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,698
shares
|
$553,086
0.04% of portfolio
|
Q3 2024
Reduced 17.4%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
10,654
shares
|
$550,811
0.0% of portfolio
|
Q4 2024
Added 33.24%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
10,650
shares
|
$550,605
0.24% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
10,635
shares
|
$549,829
0.49% of portfolio
|
Q4 2024
Added 241.63%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
10,524
shares
|
$544,090
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,475
shares
|
$541,557
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
10,460
shares
|
$540,782
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
10,452
shares
|
$540,368
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
10,401
shares
|
$537,731
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
10,399
shares
|
$537,628
0.06% of portfolio
|
Q4 2024
New holding
|