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 |
|---|---|---|---|---|---|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
28,628
shares
|
$1.4 Million
0.24% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
28,468
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
28,456
shares
|
$1.39 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
28,396
shares
|
$1.38 Million
0.49% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
28,284
shares
|
$1.38 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
28,161
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2023
Reduced 2.74%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
28,123
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
28,095
shares
|
$1.37 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
27,981
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
27,935
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 23.86%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,837
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
27,816
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
27,791
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2022
Reduced 63.27%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
27,780
shares
|
$1.35 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
27,737
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
27,720
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
27,627
shares
|
$1.35 Million
0.33% of portfolio
|
Q3 2024
Added 23.21%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
27,622
shares
|
$1.35 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
27,576
shares
|
$1.34 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
27,470
shares
|
$1.34 Million
0.81% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
27,414
shares
|
$1.34 Million
0.15% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
27,263
shares
|
$1.33 Million
0.11% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,203
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
27,182
shares
|
$1.33 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
27,076
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2024
Added 4.15%
|