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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
31,024
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2024
Added 25.44%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
30,974
shares
|
$1.51 Million
0.12% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
30,546
shares
|
$1.49 Million
0.82% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
30,410
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2024
Reduced 18.01%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
30,339
shares
|
$1.48 Million
0.09% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
30,274
shares
|
$1.48 Million
1.72% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
30,222
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
30,023
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
29,883
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
29,868
shares
|
$1.46 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
29,709
shares
|
$1.45 Million
0.21% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
29,569
shares
|
$1.44 Million
0.58% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
29,496
shares
|
$1.44 Million
0.53% of portfolio
|
Q2 2023
Added 14.4%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
29,406
shares
|
$1.43 Million
0.26% of portfolio
|
Q3 2024
Added 53.87%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
29,375
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
29,262
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
29,123
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
29,114
shares
|
$1.42 Million
0.43% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
29,109
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
28,991
shares
|
$1.41 Million
0.18% of portfolio
|
Q4 2023
Added 7.77%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
28,967
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
28,771
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2023
Added 45.59%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
28,761
shares
|
$1.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 45.42%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
28,760
shares
|
$1.4 Million
0.36% of portfolio
|
Q3 2024
Added 238.83%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
28,681
shares
|
$1.4 Million
0.44% of portfolio
|
Q3 2024
Added 109.69%
|