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 2,098 institutions that hold shares in the stock, with a total of 840 Million shares, which have been reported (via 13F filing form) to have a value of $41 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
563,280
shares
|
$27.5 Million
2.46% of portfolio
|
N/A
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
553,300
shares
|
$27 Million
4.11% of portfolio
|
Q1 2025
Added 55.12%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
550,420
shares
|
$26.8 Million
0.07% of portfolio
|
Q1 2025
Added 1788.23%
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
548,271
shares
|
$26.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.29%
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
537,641
shares
|
$26.2 Million
6.99% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
531,170
shares
|
$25.9 Million
1.04% of portfolio
|
Q4 2024
Added 252.13%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
517,950
shares
|
$25.3 Million
1.63% of portfolio
|
Q1 2025
Added 7.03%
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
515,443
shares
|
$25.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
Capula Management LTD
Grand Cayman, E9 |
Feb 13, 2025 Q4 2024 |
513,211
shares
|
$25 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
501,563
shares
|
$24.5 Million
0.05% of portfolio
|
Q4 2024
Added 5.45%
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
497,852
shares
|
$24.3 Million
11.25% of portfolio
|
Q1 2025
Added 3.34%
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
488,312
shares
|
$23.8 Million
1.61% of portfolio
|
Q1 2025
Added 58.11%
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
485,348
shares
|
$23.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
481,067
shares
|
$23.5 Million
4.31% of portfolio
|
Q4 2024
Reduced 47.81%
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
481,012
shares
|
$23.5 Million
0.53% of portfolio
|
Q1 2025
Added 21.0%
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
473,379
shares
|
$23.1 Million
6.73% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
472,667
shares
|
$23 Million
6.76% of portfolio
|
Q4 2024
Added 73.81%
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
470,000
shares
|
$22.9 Million
6.35% of portfolio
|
Q2 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
465,048
shares
|
$22.7 Million
0.28% of portfolio
|
Q4 2024
Added 8.25%
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
460,427
shares
|
$22.5 Million
0.82% of portfolio
|
Q1 2025
Added 8.78%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
455,263
shares
|
$22.2 Million
0.15% of portfolio
|
Q4 2024
Added 4.45%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
453,289
shares
|
$22.1 Million
0.02% of portfolio
|
Q1 2024
Reduced 80.24%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
452,748
shares
|
$22.1 Million
0.14% of portfolio
|
Q4 2024
Added 16.03%
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
452,426
shares
|
$22.1 Million
3.42% of portfolio
|
Q4 2024
Added 1.18%
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
451,336
shares
|
$22 Million
3.05% of portfolio
|
Q1 2025
Added 2.15%
|