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 2,043 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $37.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,839
shares
|
$338,256
0.19% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,817
shares
|
$337,168
0.2% of portfolio
|
Q4 2024
Added 35.58%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
6,814
shares
|
$337,020
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
6,800
shares
|
$336,328
0.1% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
6,798
shares
|
$336,229
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
6,765
shares
|
$334,596
0.01% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,741
shares
|
$333,409
0.11% of portfolio
|
Q2 2022
Added 4.09%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,726
shares
|
$332,667
0.08% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
6,709
shares
|
$331,827
0.17% of portfolio
|
Q2 2024
Added 7.71%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
6,702
shares
|
$331,480
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,698
shares
|
$331,283
0.16% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,679
shares
|
$330,343
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
6,650
shares
|
$328,909
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
6,635
shares
|
$328,167
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,624
shares
|
$327,623
0.02% of portfolio
|
Q4 2022
Reduced 14.73%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
6,604
shares
|
$326,633
0.08% of portfolio
|
Q3 2024
Reduced 33.01%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
6,595
shares
|
$326,188
0.13% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
6,589
shares
|
$325,891
0.17% of portfolio
|
Q4 2024
Added 32.95%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
6,576
shares
|
$325,248
0.21% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
6,573
shares
|
$325,100
0.23% of portfolio
|
Q4 2024
Added 18.28%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
6,570
shares
|
$324,952
0.26% of portfolio
|
Q4 2024
Reduced 18.59%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
6,551
shares
|
$324,012
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
6,550
shares
|
$323,963
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
6,519
shares
|
$322,429
0.13% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
6,492
shares
|
$321,094
0.05% of portfolio
|
Q4 2024
Reduced 3.69%
|