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 1,904 institutions that hold shares in the stock, with a total of 710 Million shares, which have been reported (via 13F filing form) to have a value of $36.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
127
shares
|
$6,536
0.0% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
127
shares
|
$6,536
0.0% of portfolio
|
Q2 2023
Reduced 98.54%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
120
shares
|
$6,176
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
114
shares
|
$5,867
0.0% of portfolio
|
Q1 2024
Reduced 70.99%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
102
shares
|
$5,249
0.0% of portfolio
|
Q3 2024
Reduced 94.98%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$5,147
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
97
shares
|
$4,992
0.0% of portfolio
|
Q2 2024
Reduced 89.06%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
97
shares
|
$4,992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
95
shares
|
$4,889
0.0% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
94
shares
|
$4,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
93
shares
|
$4,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
85
shares
|
$4,374
0.0% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
75
shares
|
$3,860
0.0% of portfolio
|
Q4 2023
Reduced 88.58%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
60
shares
|
$3,088
0.0% of portfolio
|
Q2 2022
Reduced 94.96%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
60
shares
|
$3,088
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
60
shares
|
$3,088
0.0% of portfolio
|
Q1 2024
Reduced 67.57%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
59
shares
|
$3,036
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
58
shares
|
$2,985
0.0% of portfolio
|
Q2 2021
Reduced 82.53%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
50
shares
|
$2,573
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
50
shares
|
$2,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
50
shares
|
$2,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44
shares
|
$2,264
0.06% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
42
shares
|
$2,161
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
40
shares
|
$2,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
37
shares
|
$1,904
0.0% of portfolio
|
Q4 2024
New holding
|