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 |
|---|---|---|---|---|---|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,568
shares
|
$495,813
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
9,561
shares
|
$495,451
0.04% of portfolio
|
Q4 2024
Added 16.14%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,510
shares
|
$492,808
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
9,465
shares
|
$490,476
0.05% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
9,457
shares
|
$490,061
0.0% of portfolio
|
Q4 2024
Reduced 99.54%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
9,440
shares
|
$489,180
0.01% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
9,419
shares
|
$488,092
0.03% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
9,398
shares
|
$487,004
0.29% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
9,352
shares
|
$484,620
0.39% of portfolio
|
Q4 2024
Reduced 85.99%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
9,346
shares
|
$484,309
0.03% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
9,325
shares
|
$483,221
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
9,279
shares
|
$480,837
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
9,260
shares
|
$479,853
0.19% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
9,254
shares
|
$479,542
0.01% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
9,227
shares
|
$478,143
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
9,196
shares
|
$476,536
0.02% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
9,186
shares
|
$476,018
0.01% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
9,137
shares
|
$473,479
0.1% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
9,125
shares
|
$472,857
0.32% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
9,100
shares
|
$471,562
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
9,090
shares
|
$471,043
0.17% of portfolio
|
Q4 2024
Reduced 19.95%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
9,022
shares
|
$467,520
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
8,984
shares
|
$465,550
0.79% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
8,944
shares
|
$463,478
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,936
shares
|
$463,063
0.22% of portfolio
|
Q2 2024
Reduced 19.69%
|