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 2,098 institutions that hold shares in the stock, with a total of 840 Million shares, which have been reported (via 13F filing form) to have a value of $41 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
717,726
shares
|
$35 Million
2.21% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
703,602
shares
|
$34.3 Million
0.16% of portfolio
|
Q4 2024
Added 0.98%
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
688,900
shares
|
$33.6 Million
5.29% of portfolio
|
Q4 2023
New holding
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
683,514
shares
|
$33.3 Million
0.06% of portfolio
|
Q4 2024
Added 33.75%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
681,145
shares
|
$33.2 Million
2.62% of portfolio
|
Q1 2025
Added 2.23%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
666,255
shares
|
$32.5 Million
0.14% of portfolio
|
Q2 2023
Reduced 97.43%
|
|
Marks Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
665,891
shares
|
$32.5 Million
12.17% of portfolio
|
Q1 2025
New holding
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
652,984
shares
|
$31.8 Million
6.66% of portfolio
|
Q1 2025
Added 2.17%
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
631,079
shares
|
$30.8 Million
2.22% of portfolio
|
Q1 2025
Added 6.47%
|
|
Vantage Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
629,272
shares
|
$30.7 Million
2.71% of portfolio
|
Q1 2025
New holding
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
617,712
shares
|
$30.1 Million
0.12% of portfolio
|
Q1 2025
Added 2.45%
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
612,634
shares
|
$29.9 Million
0.09% of portfolio
|
Q4 2024
Added 93.95%
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Feb 14, 2025 Q4 2024 |
610,183
shares
|
$29.8 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
609,000
shares
|
$29.7 Million
0.92% of portfolio
|
Q4 2024
Added 592.05%
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
608,791
shares
|
$29.7 Million
1.07% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
607,251
shares
|
$29.6 Million
5.2% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
599,969
shares
|
$29.3 Million
0.05% of portfolio
|
Q4 2024
Added 11.95%
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
597,222
shares
|
$29.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 97.99%
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
583,864
shares
|
$28.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
582,907
shares
|
$28.4 Million
0.09% of portfolio
|
Q1 2025
Added 16.64%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
575,634
shares
|
$28.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
574,404
shares
|
$28 Million
0.36% of portfolio
|
Q1 2025
Added 17.47%
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
574,138
shares
|
$28 Million
0.86% of portfolio
|
Q1 2025
Reduced 49.49%
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
570,584
shares
|
$27.8 Million
1.82% of portfolio
|
Q1 2025
Added 3.3%
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
565,799
shares
|
$27.6 Million
7.59% of portfolio
|
Q1 2025
Added 50.71%
|