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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
6,148
shares
|
$304,080
0.03% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
6,132
shares
|
$303,288
0.15% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,120
shares
|
$302,695
0.03% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
6,120
shares
|
$302,695
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
6,100
shares
|
$301,706
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,069
shares
|
$300,172
0.0% of portfolio
|
Q4 2024
Reduced 89.78%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
6,054
shares
|
$299,430
0.01% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
6,048
shares
|
$299,134
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
6,000
shares
|
$296,760
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
5,998
shares
|
$296,661
0.11% of portfolio
|
Q4 2024
Reduced 16.57%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
5,955
shares
|
$294,534
0.03% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
5,940
shares
|
$293,792
0.04% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,940
shares
|
$293,792
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
5,934
shares
|
$293,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
5,917
shares
|
$292,654
0.04% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
5,887
shares
|
$291,171
0.1% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
5,872
shares
|
$290,429
0.08% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5,872
shares
|
$290,429
0.11% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
5,828
shares
|
$288,252
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
5,800
shares
|
$286,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,793
shares
|
$286,521
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,773
shares
|
$285,532
0.07% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
5,742
shares
|
$283,999
0.14% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
5,727
shares
|
$283,257
0.06% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
5,702
shares
|
$282,020
0.04% of portfolio
|
Q4 2024
Reduced 1.28%
|