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 1,717 institutions that hold shares in the stock, with a total of 700 Million shares, which have been reported (via 13F filing form) to have a value of $29.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Swan Global Investments, LLC
Durango, CO |
May 09, 2024 Q1 2024 |
1,827,173
shares
|
$76.1 Million
3.89% of portfolio
|
Q1 2024
Reduced 8.02%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,823,413
shares
|
$75.9 Million
0.09% of portfolio
|
Q1 2024
Added 12.9%
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 14, 2024 Q1 2024 |
1,821,095
shares
|
$75.8 Million
0.12% of portfolio
|
Q1 2024
Reduced 72.61%
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
May 01, 2024 Q1 2024 |
1,766,748
shares
|
$73.6 Million
6.67% of portfolio
|
Q1 2024
Added 46.68%
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 02, 2024 Q1 2024 |
1,669,570
shares
|
$69.5 Million
6.78% of portfolio
|
Q4 2023
Added 33.97%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,668,717
shares
|
$69.5 Million
0.16% of portfolio
|
Q3 2023
Reduced 6.78%
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Apr 25, 2024 Q1 2024 |
1,566,554
shares
|
$65.2 Million
7.91% of portfolio
|
Q4 2023
Reduced 2.98%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
1,473,289
shares
|
$61.3 Million
0.18% of portfolio
|
Q1 2024
Reduced 2.31%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
1,447,613
shares
|
$60.3 Million
2.52% of portfolio
|
Q1 2024
Added 17.52%
|
|
Advisors Preferred, LLC
Rockville, MD |
May 08, 2024 Q1 2024 |
1,407,442
shares
|
$58.6 Million
10.01% of portfolio
|
Q1 2024
Reduced 9.31%
|
|
J.Safra Asset Management Corp
|
May 09, 2024 Q1 2024 |
1,407,141
shares
|
$58.6 Million
6.71% of portfolio
|
Q1 2024
Reduced 25.62%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,403,926
shares
|
$58.5 Million
0.1% of portfolio
|
Q1 2024
Added 10.71%
|
|
Richard Bernstein Advisors LLC
|
May 09, 2024 Q1 2024 |
1,402,363
shares
|
$58.4 Million
1.34% of portfolio
|
Q1 2024
Reduced 11.38%
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
1,342,691
shares
|
$55.9 Million
0.0% of portfolio
|
Q1 2024
Added 3.07%
|
|
Maven Securities LTD
St Helier, Y9 |
May 14, 2024 Q1 2024 |
1,305,438
shares
|
$54.4 Million
3.42% of portfolio
|
Q1 2024
Added 95.63%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,273,495
shares
|
$53 Million
0.04% of portfolio
|
Q1 2024
Added 11.3%
|
|
Rokos Capital Management LLP
London, X0 |
May 17, 2024 Q1 2024 |
1,176,000
shares
|
$49 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,166,332
shares
|
$48.6 Million
0.12% of portfolio
|
Q1 2024
Added 390.37%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,163,316
shares
|
$48.4 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,149,882
shares
|
$47.9 Million
0.35% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
1,140,732
shares
|
$47.5 Million
0.02% of portfolio
|
Q1 2024
Added 4174.49%
|
|
One River Asset Management, LLC
Stamford, CT |
May 14, 2024 Q1 2024 |
1,125,300
shares
|
$46.9 Million
1.18% of portfolio
|
Q1 2024
Reduced 51.17%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
1,113,260
shares
|
$46.4 Million
1.31% of portfolio
|
Q1 2024
Added 8.93%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 12, 2024 Q1 2024 |
1,108,961
shares
|
$46.2 Million
4.33% of portfolio
|
Q4 2023
Added 0.24%
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 12, 2024 Q1 2024 |
1,075,573
shares
|
$44.8 Million
0.53% of portfolio
|
Q1 2023
Reduced 39.0%
|