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 |
|---|---|---|---|---|---|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
106,785
shares
|
$5.23 Million
2.44% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
106,660
shares
|
$5.23 Million
0.01% of portfolio
|
Q3 2024
Added 15.09%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
106,264
shares
|
$5.21 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
105,951
shares
|
$5.19 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
105,703
shares
|
$5.18 Million
2.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
104,891
shares
|
$5.14 Million
3.5% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Ctc LLC
|
Nov 14, 2024 Q3 2024 |
104,446
shares
|
$5.12 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
103,349
shares
|
$5.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
103,232
shares
|
$5.06 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
102,720
shares
|
$5.03 Million
1.82% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
102,428
shares
|
$5.02 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
101,399
shares
|
$4.97 Million
0.1% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
101,121
shares
|
$4.95 Million
0.16% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100,158
shares
|
$4.91 Million
0.07% of portfolio
|
Q2 2024
Added 33.91%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
99,343
shares
|
$4.87 Million
0.19% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
99,114
shares
|
$4.86 Million
0.01% of portfolio
|
Q2 2023
Reduced 18.11%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
98,640
shares
|
$4.83 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
98,640
shares
|
$4.83 Million
0.27% of portfolio
|
Q3 2024
Reduced 71.28%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
98,443
shares
|
$4.82 Million
2.89% of portfolio
|
Q3 2024
Added 7064.7%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
98,210
shares
|
$4.81 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
98,049
shares
|
$4.8 Million
0.68% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
97,973
shares
|
$4.8 Million
0.38% of portfolio
|
Q3 2024
Added 76.19%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
97,726
shares
|
$4.79 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
97,113
shares
|
$4.76 Million
0.25% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,635
shares
|
$4.73 Million
0.14% of portfolio
|
Q4 2023
New holding
|