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 |
|---|---|---|---|---|---|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
59,349
shares
|
$2.91 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
59,064
shares
|
$2.9 Million
1.65% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
59,029
shares
|
$2.9 Million
2.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
59,011
shares
|
$2.9 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
58,768
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 96.96%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
58,744
shares
|
$2.88 Million
1.23% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
58,744
shares
|
$2.88 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
58,289
shares
|
$2.86 Million
0.27% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
58,234
shares
|
$2.86 Million
0.22% of portfolio
|
Q3 2022
Reduced 23.04%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
58,203
shares
|
$2.86 Million
0.16% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
57,871
shares
|
$2.84 Million
0.93% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
57,389
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
57,384
shares
|
$2.82 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
57,112
shares
|
$2.8 Million
2.06% of portfolio
|
Q3 2022
Reduced 50.49%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
56,610
shares
|
$2.78 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
56,180
shares
|
$2.76 Million
0.02% of portfolio
|
Q2 2024
Reduced 16.37%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
56,094
shares
|
$2.75 Million
0.09% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
55,941
shares
|
$2.75 Million
0.8% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
55,875
shares
|
$2.74 Million
1.09% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
55,790
shares
|
$2.74 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
55,766
shares
|
$2.74 Million
0.14% of portfolio
|
Q3 2024
Added 86.05%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
55,732
shares
|
$2.74 Million
0.92% of portfolio
|
Q3 2024
Reduced 23.41%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
55,721
shares
|
$2.74 Million
1.34% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
55,688
shares
|
$2.73 Million
7.16% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
55,596
shares
|
$2.73 Million
0.13% of portfolio
|
Q3 2024
New holding
|