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 |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
138,808
shares
|
$6.8 Million
0.97% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
138,527
shares
|
$6.79 Million
0.36% of portfolio
|
Q3 2024
Added 25.39%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
138,409
shares
|
$6.78 Million
0.58% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
137,468
shares
|
$6.73 Million
1.2% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
137,293
shares
|
$6.73 Million
1.34% of portfolio
|
Q3 2024
Added 1093.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
135,987
shares
|
$6.66 Million
0.29% of portfolio
|
Q3 2024
Added 144.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
135,098
shares
|
$6.62 Million
0.09% of portfolio
|
Q3 2024
Added 32.42%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
134,088
shares
|
$6.57 Million
0.27% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
134,042
shares
|
$6.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
133,183
shares
|
$6.52 Million
0.11% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
132,539
shares
|
$6.49 Million
0.23% of portfolio
|
Q3 2024
Added 83.81%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
130,547
shares
|
$6.4 Million
0.67% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
129,939
shares
|
$6.37 Million
0.05% of portfolio
|
Q3 2024
Added 19.25%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
129,549
shares
|
$6.35 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
129,204
shares
|
$6.33 Million
0.32% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
129,202
shares
|
$6.33 Million
0.64% of portfolio
|
Q3 2024
Added 722.94%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
129,040
shares
|
$6.32 Million
0.86% of portfolio
|
Q3 2024
Added 46.83%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
128,827
shares
|
$6.31 Million
3.38% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
128,320
shares
|
$6.29 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
126,388
shares
|
$6.19 Million
0.28% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
125,425
shares
|
$6.14 Million
0.76% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
125,286
shares
|
$6.14 Million
0.94% of portfolio
|
Q3 2023
Reduced 19.89%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
124,815
shares
|
$6.11 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
124,636
shares
|
$6.11 Million
4.15% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
123,315
shares
|
$6.04 Million
0.5% of portfolio
|
Q3 2024
Added 3.49%
|