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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
156,609
shares
|
$7.67 Million
0.19% of portfolio
|
Q3 2024
Added 34.17%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
155,966
shares
|
$7.64 Million
2.14% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
153,513
shares
|
$7.52 Million
0.2% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
152,371
shares
|
$7.46 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
152,238
shares
|
$7.46 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
151,894
shares
|
$7.44 Million
0.01% of portfolio
|
Q3 2024
Added 95.77%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
150,844
shares
|
$7.39 Million
0.19% of portfolio
|
Q3 2024
Added 71.87%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
150,463
shares
|
$7.37 Million
0.08% of portfolio
|
Q3 2024
Reduced 42.27%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
150,387
shares
|
$7.37 Million
0.42% of portfolio
|
Q3 2024
Added 292.96%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
150,284
shares
|
$7.36 Million
0.59% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
Nov 07, 2024 Q3 2024 |
150,000
shares
|
$7.35 Million
2.23% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
149,364
shares
|
$7.32 Million
2.34% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
148,583
shares
|
$7.28 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
147,989
shares
|
$7.25 Million
3.79% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
147,393
shares
|
$7.22 Million
0.69% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
146,880
shares
|
$7.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 50.64%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
145,002
shares
|
$7.1 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
144,913
shares
|
$7.1 Million
0.64% of portfolio
|
Q3 2024
Reduced 14.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
144,907
shares
|
$7.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 33.34%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
144,434
shares
|
$7.08 Million
0.45% of portfolio
|
Q3 2024
Added 29.84%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
143,775
shares
|
$7.04 Million
0.28% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
142,518
shares
|
$6.98 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
141,974
shares
|
$6.96 Million
0.55% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
141,123
shares
|
$6.91 Million
0.78% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
139,770
shares
|
$6.85 Million
1.31% of portfolio
|
Q3 2024
Added 11.24%
|