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 |
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
291,984
shares
|
$14.2 Million
0.12% of portfolio
|
Q4 2024
Added 16.06%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
280,852
shares
|
$13.7 Million
0.49% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
280,016
shares
|
$13.7 Million
1.54% of portfolio
|
Q3 2022
Added 1.73%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
279,057
shares
|
$13.6 Million
0.45% of portfolio
|
Q4 2024
Added 7.7%
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
279,046
shares
|
$13.6 Million
0.49% of portfolio
|
Q4 2023
Reduced 23.93%
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
278,976
shares
|
$13.6 Million
0.42% of portfolio
|
Q4 2024
Added 108.05%
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
276,985
shares
|
$13.5 Million
0.02% of portfolio
|
Q4 2024
Added 433.43%
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
274,267
shares
|
$13.4 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
269,170
shares
|
$13.1 Million
0.26% of portfolio
|
Q4 2024
Added 608.34%
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
268,854
shares
|
$13.1 Million
1.34% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
266,136
shares
|
$13 Million
3.89% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
263,801
shares
|
$12.9 Million
0.22% of portfolio
|
Q3 2022
Reduced 7.32%
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
259,691
shares
|
$12.7 Million
0.8% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
Moore Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
256,600
shares
|
$12.5 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
255,803
shares
|
$12.5 Million
0.52% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
251,988
shares
|
$12.3 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
251,765
shares
|
$12.3 Million
2.08% of portfolio
|
Q1 2025
Added 2.99%
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
250,367
shares
|
$12.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
249,770
shares
|
$12.2 Million
1.33% of portfolio
|
Q1 2025
Added 4.39%
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
249,290
shares
|
$12.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 22.63%
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
249,070
shares
|
$12.1 Million
0.97% of portfolio
|
Q1 2025
Added 4.98%
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
249,058
shares
|
$12.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
248,410
shares
|
$12.1 Million
0.44% of portfolio
|
Q4 2021
Reduced 2.55%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
246,519
shares
|
$12 Million
2.09% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
243,015
shares
|
$11.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.87%
|