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 $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
38,765
shares
|
$1.89 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
38,596
shares
|
$1.88 Million
0.72% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
38,297
shares
|
$1.87 Million
0.61% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
38,286
shares
|
$1.87 Million
0.69% of portfolio
|
Q1 2024
Added 590.58%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
38,258
shares
|
$1.87 Million
0.18% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
38,000
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
38,000
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
37,889
shares
|
$1.85 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
37,886
shares
|
$1.85 Million
1.41% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
37,767
shares
|
$1.84 Million
0.65% of portfolio
|
Q3 2024
Reduced 19.63%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
37,591
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
37,562
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
37,543
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2024
Reduced 69.73%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
37,466
shares
|
$1.83 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
37,418
shares
|
$1.82 Million
0.4% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
37,137
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
37,084
shares
|
$1.81 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
37,021
shares
|
$1.8 Million
0.13% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
36,792
shares
|
$1.79 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
36,550
shares
|
$1.78 Million
0.43% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
36,502
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 95.99%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
36,201
shares
|
$1.76 Million
0.41% of portfolio
|
Q3 2024
Added 465.46%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
36,140
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
36,008
shares
|
$1.76 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
35,935
shares
|
$1.75 Million
0.47% of portfolio
|
Q3 2024
Reduced 22.9%
|