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 |
|---|---|---|---|---|---|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,487
shares
|
$320,847
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
6,481
shares
|
$320,550
0.05% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
6,475
shares
|
$320,253
0.09% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
6,461
shares
|
$319,561
0.13% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
6,445
shares
|
$318,769
0.03% of portfolio
|
Q2 2023
Reduced 2.98%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
6,430
shares
|
$318,027
0.25% of portfolio
|
Q3 2022
Added 13.4%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
6,423
shares
|
$317,681
0.01% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,416
shares
|
$317,335
0.02% of portfolio
|
Q2 2023
Added 1.83%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,415
shares
|
$317,285
0.03% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
6,401
shares
|
$316,593
0.05% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
6,379
shares
|
$315,505
0.02% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
6,372
shares
|
$315,159
0.08% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
6,370
shares
|
$315,060
0.4% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,370
shares
|
$315,060
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
6,366
shares
|
$314,862
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
6,349
shares
|
$314,021
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
6,346
shares
|
$313,873
0.04% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
6,310
shares
|
$312,092
0.12% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,300
shares
|
$311,598
0.07% of portfolio
|
Q1 2022
Added 20.0%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
6,281
shares
|
$310,658
0.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,233
shares
|
$308,284
0.16% of portfolio
|
Q2 2024
Reduced 64.55%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
6,231
shares
|
$308,185
0.05% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
6,226
shares
|
$307,937
0.04% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
6,215
shares
|
$307,393
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
6,163
shares
|
$304,821
0.29% of portfolio
|
Q4 2024
New holding
|