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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
33,073
shares
|
$1.61 Million
0.19% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
32,997
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,937
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
32,842
shares
|
$1.6 Million
0.21% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
32,674
shares
|
$1.59 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
32,659
shares
|
$1.59 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
32,563
shares
|
$1.59 Million
0.12% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
32,532
shares
|
$1.59 Million
0.29% of portfolio
|
Q3 2024
Added 91.43%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
32,430
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
32,398
shares
|
$1.58 Million
0.71% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
32,248
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2022
Added 93.02%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
32,128
shares
|
$1.57 Million
1.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
32,116
shares
|
$1.57 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
32,111
shares
|
$1.57 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
32,057
shares
|
$1.56 Million
0.13% of portfolio
|
Q4 2022
Added 323.64%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
31,941
shares
|
$1.56 Million
0.13% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
31,807
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
31,777
shares
|
$1.55 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
31,754
shares
|
$1.55 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
31,749
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
31,701
shares
|
$1.55 Million
0.17% of portfolio
|
Q3 2024
Added 371.46%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
31,668
shares
|
$1.54 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
31,652
shares
|
$1.54 Million
1.02% of portfolio
|
Q3 2024
Added 33.86%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
31,542
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
31,406
shares
|
$1.53 Million
1.41% of portfolio
|
Q3 2024
New holding
|