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 |
|---|---|---|---|---|---|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
8,499
shares
|
$440,418
0.27% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
8,457
shares
|
$438,241
0.12% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
8,439
shares
|
$437,308
0.31% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,437
shares
|
$437,205
0.01% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
8,419
shares
|
$436,272
0.65% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
8,380
shares
|
$434,251
0.29% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
8,377
shares
|
$434,096
0.19% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
8,369
shares
|
$433,681
0.09% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
8,359
shares
|
$433,163
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
8,357
shares
|
$433,059
0.08% of portfolio
|
Q4 2024
Added 208.04%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
8,327
shares
|
$431,505
0.14% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
8,311
shares
|
$430,676
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
8,285
shares
|
$429,328
0.04% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,232
shares
|
$426,582
0.04% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
8,224
shares
|
$426,167
0.05% of portfolio
|
Q4 2024
Reduced 25.03%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
8,186
shares
|
$424,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,169
shares
|
$423,317
0.1% of portfolio
|
Q2 2022
Added 54.02%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
8,138
shares
|
$421,711
0.08% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
8,117
shares
|
$420,622
0.12% of portfolio
|
Q4 2024
Reduced 65.04%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
8,113
shares
|
$420,415
0.01% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,052
shares
|
$417,254
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
8,039
shares
|
$416,580
0.05% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
8,025
shares
|
$415,855
0.1% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
8,020
shares
|
$415,596
0.05% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
8,012
shares
|
$415,181
0.26% of portfolio
|
Q4 2024
Reduced 7.73%
|