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 1,953 institutions that hold shares in the stock, with a total of 735 Million shares, which have been reported (via 13F filing form) to have a value of $38.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
8,921
shares
|
$462,286
0.0% of portfolio
|
Q4 2024
Added 71.95%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,901
shares
|
$461,249
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
8,900
shares
|
$461,198
0.25% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
8,893
shares
|
$460,835
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
8,893
shares
|
$460,835
0.02% of portfolio
|
Q3 2024
Added 165.86%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
8,868
shares
|
$459,539
0.03% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,851
shares
|
$458,658
0.03% of portfolio
|
Q4 2024
Added 191.25%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
8,834
shares
|
$457,777
0.15% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
8,802
shares
|
$456,119
0.01% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
8,798
shares
|
$455,912
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
8,775
shares
|
$454,720
0.2% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,757
shares
|
$453,787
0.02% of portfolio
|
Q3 2023
Reduced 70.85%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
8,727
shares
|
$452,233
0.05% of portfolio
|
Q4 2024
Added 54.54%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
8,704
shares
|
$451,041
0.32% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,697
shares
|
$450,678
0.02% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
8,691
shares
|
$450,367
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,647
shares
|
$448,087
0.01% of portfolio
|
Q3 2022
Added 1.34%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
8,632
shares
|
$447,310
0.1% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
8,630
shares
|
$447,206
0.07% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
8,615
shares
|
$446,429
0.25% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,590
shares
|
$445,133
0.06% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
8,563
shares
|
$443,734
0.11% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
8,554
shares
|
$443,268
0.12% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
8,543
shares
|
$442,698
0.07% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
8,527
shares
|
$441,869
0.04% of portfolio
|
Q2 2023
Reduced 2.06%
|