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 |
|---|---|---|---|---|---|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
4,739
shares
|
$234,390
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
4,720
shares
|
$233,451
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,699
shares
|
$232,412
0.05% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
4,699
shares
|
$232,412
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
4,687
shares
|
$231,819
0.09% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
4,665
shares
|
$230,730
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
4,659
shares
|
$230,434
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
4,649
shares
|
$229,939
0.04% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
4,626
shares
|
$228,801
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
4,625
shares
|
$228,752
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
4,609
shares
|
$227,961
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
4,601
shares
|
$227,565
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
4,600
shares
|
$227,516
0.03% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
4,596
shares
|
$227,318
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
4,591
shares
|
$227,070
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,590
shares
|
$227,021
0.0% of portfolio
|
Q4 2023
Reduced 40.76%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,590
shares
|
$227,021
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,579
shares
|
$226,477
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
4,558
shares
|
$225,438
0.06% of portfolio
|
Q4 2024
Reduced 66.49%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
4,557
shares
|
$225,389
0.04% of portfolio
|
Q4 2024
Reduced 89.43%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
4,551
shares
|
$225,092
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
4,550
shares
|
$225,043
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,521
shares
|
$223,608
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
4,520
shares
|
$223,559
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
4,520
shares
|
$223,559
0.02% of portfolio
|
Q4 2024
New holding
|