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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
26,981
shares
|
$1.32 Million
0.36% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
26,937
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
26,795
shares
|
$1.31 Million
0.81% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
26,719
shares
|
$1.3 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
26,591
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2022
Added 17.49%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
26,438
shares
|
$1.29 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
26,416
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
26,358
shares
|
$1.28 Million
0.25% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
26,317
shares
|
$1.28 Million
0.69% of portfolio
|
Q3 2024
Added 49.65%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
26,255
shares
|
$1.28 Million
0.56% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
26,035
shares
|
$1.27 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Nwi Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
26,000
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
25,969
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
25,959
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
25,955
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
25,920
shares
|
$1.26 Million
0.66% of portfolio
|
Q4 2023
Reduced 53.56%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
25,753
shares
|
$1.26 Million
0.67% of portfolio
|
Q3 2024
Added 28.77%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
25,721
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
25,679
shares
|
$1.25 Million
0.18% of portfolio
|
Q3 2024
Added 41.19%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
25,647
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Added 48.09%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25,598
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,551
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2023
Added 50.28%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
25,460
shares
|
$1.24 Million
0.38% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,183
shares
|
$1.23 Million
0.06% of portfolio
|
Q4 2023
Reduced 13.35%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
25,168
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Added 28.44%
|