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 $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
177,549
shares
|
$8.7 Million
2.84% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
177,246
shares
|
$8.68 Million
0.87% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
176,041
shares
|
$8.62 Million
2.57% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
175,440
shares
|
$8.59 Million
1.3% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
175,075
shares
|
$8.58 Million
0.56% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Unisphere Establishment
Vaduz, N2 |
Nov 14, 2024 Q3 2024 |
175,000
shares
|
$8.57 Million
0.08% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
173,917
shares
|
$8.52 Million
8.87% of portfolio
|
Q3 2024
Reduced 17.4%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
171,038
shares
|
$8.38 Million
0.38% of portfolio
|
Q3 2024
Added 15.97%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
169,615
shares
|
$8.31 Million
0.63% of portfolio
|
Q3 2024
Added 37.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
169,071
shares
|
$8.28 Million
0.24% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
168,914
shares
|
$8.28 Million
0.21% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
167,844
shares
|
$8.22 Million
0.18% of portfolio
|
Q1 2024
Added 6.68%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
166,920
shares
|
$8.18 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
166,662
shares
|
$8.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
166,454
shares
|
$8.15 Million
2.13% of portfolio
|
Q3 2024
Added 44.81%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
164,325
shares
|
$8.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
162,779
shares
|
$7.97 Million
3.28% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
162,045
shares
|
$7.94 Million
0.21% of portfolio
|
Q2 2020
Reduced 7.27%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
161,706
shares
|
$7.92 Million
0.45% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
159,265
shares
|
$7.8 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
158,901
shares
|
$7.78 Million
0.19% of portfolio
|
Q4 2023
Added 165.54%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
157,678
shares
|
$7.72 Million
0.5% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
157,284
shares
|
$7.71 Million
0.97% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
156,832
shares
|
$7.68 Million
0.22% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
156,687
shares
|
$7.68 Million
0.85% of portfolio
|
Q3 2024
Added 108.53%
|