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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
23,113
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2024
Added 3534.12%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
23,088
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
23,086
shares
|
$1.13 Million
0.7% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
23,038
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
23,022
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2024
Added 32.7%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
22,980
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
22,965
shares
|
$1.12 Million
1.16% of portfolio
|
Q3 2024
Reduced 22.65%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
22,932
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
22,771
shares
|
$1.11 Million
0.48% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
22,759
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
22,713
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.41%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
22,655
shares
|
$1.1 Million
0.21% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
22,643
shares
|
$1.1 Million
0.24% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
22,522
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
22,452
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,412
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2024
Added 25.49%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
22,348
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 19.46%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
22,347
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
22,318
shares
|
$1.09 Million
0.48% of portfolio
|
Q3 2024
Reduced 46.62%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
21,912
shares
|
$1.07 Million
0.72% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
21,895
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
21,743
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Eagle Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
21,566
shares
|
$1.05 Million
0.41% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
21,527
shares
|
$1.05 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
21,478
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Added 0.08%
|