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 |
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
449,840
shares
|
$21.9 Million
1.6% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
438,948
shares
|
$21.4 Million
1.35% of portfolio
|
Q1 2025
Reduced 56.82%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
427,546
shares
|
$20.8 Million
1.32% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
427,366
shares
|
$20.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
424,023
shares
|
$20.7 Million
0.96% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
420,541
shares
|
$20.5 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
419,217
shares
|
$20.4 Million
1.68% of portfolio
|
Q3 2023
Added 0.31%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
418,772
shares
|
$20.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
414,546
shares
|
$20.2 Million
0.09% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
414,031
shares
|
$20.2 Million
2.18% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
413,491
shares
|
$20.2 Million
8.53% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
413,050
shares
|
$20.1 Million
0.34% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
408,747
shares
|
$19.9 Million
0.02% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
395,280
shares
|
$19.3 Million
0.4% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
387,764
shares
|
$18.9 Million
1.8% of portfolio
|
Q4 2024
Reduced 43.21%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
386,800
shares
|
$18.9 Million
20.59% of portfolio
|
Q4 2018
Added 41048.94%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
384,509
shares
|
$18.7 Million
1.31% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
379,283
shares
|
$18.5 Million
0.5% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
379,272
shares
|
$18.5 Million
1.63% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
376,598
shares
|
$18.4 Million
0.21% of portfolio
|
Q1 2025
Added 30.71%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
372,475
shares
|
$18.2 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
370,032
shares
|
$18 Million
1.73% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
369,174
shares
|
$18 Million
0.07% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
362,206
shares
|
$17.7 Million
0.25% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
360,634
shares
|
$17.6 Million
0.16% of portfolio
|
Q1 2025
Added 1.75%
|