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 1,839 institutions that hold shares in the stock, with a total of 696 Million shares, which have been reported (via 13F filing form) to have a value of $34.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
215,783
shares
|
$10.6 Million
1.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
214,400
shares
|
$10.5 Million
0.43% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
213,333
shares
|
$10.5 Million
1.29% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
210,697
shares
|
$10.3 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
209,787
shares
|
$10.3 Million
0.6% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
208,545
shares
|
$10.2 Million
0.89% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
207,683
shares
|
$10.2 Million
0.12% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
207,646
shares
|
$10.2 Million
1.04% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
207,463
shares
|
$10.2 Million
1.47% of portfolio
|
Q1 2024
New holding
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
201,579
shares
|
$9.88 Million
1.06% of portfolio
|
Q3 2024
Added 84.78%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
200,545
shares
|
$9.82 Million
0.72% of portfolio
|
Q3 2024
Added 1826.46%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
200,000
shares
|
$9.8 Million
0.37% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
199,553
shares
|
$9.78 Million
2.57% of portfolio
|
Q3 2024
Reduced 25.35%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
196,279
shares
|
$9.62 Million
3.49% of portfolio
|
Q3 2024
Reduced 39.68%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
193,483
shares
|
$9.48 Million
0.12% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
186,542
shares
|
$9.14 Million
0.45% of portfolio
|
Q3 2024
Reduced 18.94%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
184,643
shares
|
$9.05 Million
1.01% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
184,582
shares
|
$9.04 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
183,979
shares
|
$9.01 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
183,137
shares
|
$8.97 Million
7.8% of portfolio
|
Q4 2023
Reduced 2.72%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
180,811
shares
|
$8.86 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
180,772
shares
|
$8.86 Million
3.65% of portfolio
|
Q4 2022
Added 6.13%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
180,432
shares
|
$8.84 Million
0.03% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
180,266
shares
|
$8.83 Million
3.98% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
177,707
shares
|
$8.71 Million
4.55% of portfolio
|
Q3 2024
Added 28.59%
|