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 1,869 institutions that hold shares in the stock, with a total of 703 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
375
shares
|
$19,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
365
shares
|
$18,560
0.0% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
360
shares
|
$18,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
350
shares
|
$17,797
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
335
shares
|
$17,034
0.0% of portfolio
|
Q2 2022
Added 19.64%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
313
shares
|
$15,916
0.0% of portfolio
|
Q3 2024
Added 33.76%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
309
shares
|
$15,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
307
shares
|
$15,610
0.0% of portfolio
|
Q3 2024
Reduced 69.24%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
300
shares
|
$15,255
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$15,255
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
292
shares
|
$14,848
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
287
shares
|
$14,593
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
264
shares
|
$13,424
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
250
shares
|
$12,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
250
shares
|
$12,712
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
244
shares
|
$12,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
244
shares
|
$12,407
0.0% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
221
shares
|
$11,237
0.0% of portfolio
|
Q4 2023
Reduced 81.9%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
219
shares
|
$11,136
0.0% of portfolio
|
Q1 2024
Added 43.14%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
218
shares
|
$11,085
0.0% of portfolio
|
Q3 2024
Reduced 31.45%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
216
shares
|
$10,983
0.01% of portfolio
|
Q3 2024
Added 43.05%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
209
shares
|
$10,627
0.0% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$10,475
0.0% of portfolio
|
Q1 2023
Reduced 52.75%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
200
shares
|
$10,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
200
shares
|
$10,170
0.0% of portfolio
|
Q3 2024
Added 100.0%
|