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 |
|---|---|---|---|---|---|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,275
shares
|
$211,441
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
4,265
shares
|
$210,946
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
4,255
shares
|
$210,452
0.18% of portfolio
|
Q4 2024
Reduced 23.84%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
4,242
shares
|
$209,809
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,238
shares
|
$209,611
0.02% of portfolio
|
Q3 2022
Added 36.36%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
4,235
shares
|
$209,463
0.22% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
4,233
shares
|
$209,364
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,226
shares
|
$209,017
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
4,209
shares
|
$208,177
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
4,201
shares
|
$207,781
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
4,181
shares
|
$206,792
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
4,174
shares
|
$206,446
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,161
shares
|
$205,803
0.03% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
4,157
shares
|
$205,605
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,150
shares
|
$205,259
0.25% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,074
shares
|
$201,500
0.04% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
4,063
shares
|
$200,955
0.02% of portfolio
|
Q4 2024
Reduced 80.02%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
4,060
shares
|
$200,807
0.19% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,059
shares
|
$200,758
0.07% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
4,001
shares
|
$197,889
0.03% of portfolio
|
Q4 2024
Added 199950.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,976
shares
|
$196,652
0.07% of portfolio
|
Q1 2024
Added 670.54%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
3,954
shares
|
$195,564
0.0% of portfolio
|
Q4 2024
Added 71.32%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,951
shares
|
$195,416
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
3,872
shares
|
$191,509
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,821
shares
|
$188,986
0.08% of portfolio
|
Q4 2023
Added 0.03%
|