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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
65,435
shares
|
$3.21 Million
0.32% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
65,429
shares
|
$3.21 Million
0.92% of portfolio
|
Q3 2022
Added 4.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
65,360
shares
|
$3.21 Million
0.13% of portfolio
|
Q3 2024
Reduced 35.36%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
65,283
shares
|
$3.21 Million
0.2% of portfolio
|
Q3 2024
Added 43.63%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
64,481
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
63,878
shares
|
$3.14 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
63,702
shares
|
$3.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
63,375
shares
|
$3.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 21.73%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
63,085
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Added 64.31%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
62,492
shares
|
$3.07 Million
2.67% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
62,082
shares
|
$3.05 Million
0.32% of portfolio
|
Q2 2023
Reduced 4.86%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
61,846
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 98.78%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
61,776
shares
|
$3.03 Million
0.48% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
61,684
shares
|
$3.03 Million
0.81% of portfolio
|
Q2 2022
Added 23.7%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
61,453
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
61,350
shares
|
$3.01 Million
0.12% of portfolio
|
Q3 2024
Reduced 26.86%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
61,161
shares
|
$3 Million
1.31% of portfolio
|
Q3 2024
Reduced 34.69%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
60,632
shares
|
$2.98 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
60,619
shares
|
$2.98 Million
0.94% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
60,530
shares
|
$2.97 Million
0.36% of portfolio
|
Q1 2022
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
59,898
shares
|
$2.94 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
59,627
shares
|
$2.93 Million
0.19% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
59,518
shares
|
$2.92 Million
0.68% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
59,454
shares
|
$2.92 Million
0.7% of portfolio
|
Q3 2024
Added 470.52%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
59,412
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2024
Added 26072.69%
|