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 |
|---|---|---|---|---|---|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
70,744
shares
|
$3.47 Million
2.35% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
70,595
shares
|
$3.47 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
70,572
shares
|
$3.47 Million
0.39% of portfolio
|
Q3 2024
Added 602.07%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
70,170
shares
|
$3.45 Million
1.91% of portfolio
|
Q3 2024
Added 267.25%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
69,954
shares
|
$3.44 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
69,928
shares
|
$3.43 Million
1.63% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
69,004
shares
|
$3.39 Million
1.76% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
68,996
shares
|
$3.39 Million
0.23% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,715
shares
|
$3.37 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
68,582
shares
|
$3.37 Million
0.52% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
68,496
shares
|
$3.36 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
68,358
shares
|
$3.36 Million
0.44% of portfolio
|
Q3 2024
Added 228.9%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
67,869
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
67,493
shares
|
$3.31 Million
2.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
67,247
shares
|
$3.3 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
66,956
shares
|
$3.29 Million
1.38% of portfolio
|
Q2 2022
Added 0.59%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
66,806
shares
|
$3.28 Million
2.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
66,742
shares
|
$3.28 Million
2.8% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
66,381
shares
|
$3.26 Million
1.9% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
66,366
shares
|
$3.26 Million
0.61% of portfolio
|
Q2 2022
Reduced 0.17%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
66,314
shares
|
$3.26 Million
0.2% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
66,123
shares
|
$3.25 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
66,121
shares
|
$3.25 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
65,814
shares
|
$3.23 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
65,624
shares
|
$3.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.44%
|