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 |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
35,458
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,395
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
35,347
shares
|
$1.72 Million
0.08% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
35,311
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
35,200
shares
|
$1.72 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
35,150
shares
|
$1.71 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
34,942
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 39.95%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
34,931
shares
|
$1.7 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
34,690
shares
|
$1.69 Million
0.27% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
34,677
shares
|
$1.69 Million
0.21% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
34,673
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.29%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
34,530
shares
|
$1.68 Million
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
34,379
shares
|
$1.68 Million
0.34% of portfolio
|
Q3 2024
Added 37.99%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
34,352
shares
|
$1.67 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
34,324
shares
|
$1.67 Million
0.33% of portfolio
|
Q3 2024
Reduced 20.69%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
34,302
shares
|
$1.67 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
34,176
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
34,150
shares
|
$1.66 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
34,100
shares
|
$1.66 Million
2.32% of portfolio
|
Q1 2023
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
34,096
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
34,081
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
34,032
shares
|
$1.66 Million
0.22% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
33,870
shares
|
$1.65 Million
0.58% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
33,626
shares
|
$1.64 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
33,584
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Added 11.73%
|