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 |
|---|---|---|---|---|---|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
122,173
shares
|
$5.99 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
121,724
shares
|
$5.96 Million
4.22% of portfolio
|
Q4 2022
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
120,818
shares
|
$5.92 Million
0.28% of portfolio
|
Q3 2024
Reduced 56.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
120,655
shares
|
$5.91 Million
0.12% of portfolio
|
Q3 2024
Reduced 57.47%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
118,371
shares
|
$5.8 Million
1.4% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
118,347
shares
|
$5.8 Million
0.11% of portfolio
|
Q3 2024
Added 20.28%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
118,019
shares
|
$5.78 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
116,641
shares
|
$5.71 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
116,065
shares
|
$5.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
115,103
shares
|
$5.64 Million
0.84% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
115,097
shares
|
$5.64 Million
2.52% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
114,792
shares
|
$5.62 Million
0.12% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
113,852
shares
|
$5.58 Million
2.86% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
113,850
shares
|
$5.58 Million
2.26% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
113,088
shares
|
$5.54 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
112,509
shares
|
$5.51 Million
0.5% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
112,460
shares
|
$5.51 Million
0.65% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
112,351
shares
|
$5.5 Million
0.24% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
112,104
shares
|
$5.49 Million
1.3% of portfolio
|
Q3 2024
Added 1435.46%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
111,776
shares
|
$5.48 Million
0.36% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
111,497
shares
|
$5.46 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
111,225
shares
|
$5.45 Million
2.02% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
110,224
shares
|
$5.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
110,044
shares
|
$5.39 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
108,019
shares
|
$5.29 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.65%
|