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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
96,422
shares
|
$4.72 Million
0.01% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
95,520
shares
|
$4.68 Million
0.06% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
95,214
shares
|
$4.66 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
95,101
shares
|
$4.66 Million
4.03% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
94,958
shares
|
$4.65 Million
0.01% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
94,607
shares
|
$4.63 Million
1.44% of portfolio
|
Q3 2020
New holding
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
94,380
shares
|
$4.62 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
94,011
shares
|
$4.61 Million
0.03% of portfolio
|
Q3 2024
Added 30.78%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
93,169
shares
|
$4.56 Million
0.01% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
92,588
shares
|
$4.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
92,508
shares
|
$4.53 Million
0.3% of portfolio
|
Q3 2024
Added 376.26%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
91,678
shares
|
$4.49 Million
0.34% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
91,499
shares
|
$4.48 Million
0.06% of portfolio
|
Q4 2022
Added 0.35%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
91,233
shares
|
$4.47 Million
0.05% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
91,063
shares
|
$4.46 Million
0.03% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
90,855
shares
|
$4.45 Million
0.07% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
90,730
shares
|
$4.44 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
90,621
shares
|
$4.44 Million
3.08% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
90,027
shares
|
$4.41 Million
0.34% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
89,758
shares
|
$4.4 Million
1.2% of portfolio
|
Q3 2023
Reduced 9.5%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
89,439
shares
|
$4.38 Million
0.03% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
89,420
shares
|
$4.38 Million
0.26% of portfolio
|
Q3 2024
Added 44.34%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
88,981
shares
|
$4.36 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
88,127
shares
|
$4.32 Million
0.1% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Client First Capital LLC
|
Oct 15, 2024 Q3 2024 |
88,124
shares
|
$4.32 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.9%
|