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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
20,078
shares
|
$978,802
0.31% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
20,017
shares
|
$975,828
0.03% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$975,000
0.3% of portfolio
|
Q1 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
19,997
shares
|
$974,853
0.08% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
19,965
shares
|
$973,293
0.11% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,955
shares
|
$972,806
0.2% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
19,874
shares
|
$968,857
0.62% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
19,793
shares
|
$964,908
0.01% of portfolio
|
Q3 2024
Added 64.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
19,669
shares
|
$958,863
0.02% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
19,665
shares
|
$958,668
0.03% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
19,609
shares
|
$955,938
0.03% of portfolio
|
Q1 2023
Added 18.34%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,546
shares
|
$952,867
0.14% of portfolio
|
Q3 2022
Added 3.82%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
19,546
shares
|
$952,867
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
19,526
shares
|
$951,892
0.26% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
19,475
shares
|
$949,406
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
19,435
shares
|
$947,456
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
19,302
shares
|
$940,972
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
19,287
shares
|
$940,241
0.17% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
19,264
shares
|
$939,120
1.43% of portfolio
|
Q3 2022
Reduced 14.72%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,244
shares
|
$938,145
0.26% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
19,236
shares
|
$937,755
0.17% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
19,126
shares
|
$932,392
0.01% of portfolio
|
Q3 2024
Added 28.93%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
19,098
shares
|
$931,027
0.46% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
19,081
shares
|
$930,198
0.06% of portfolio
|
Q3 2022
Added 4.05%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
19,030
shares
|
$927,712
0.09% of portfolio
|
Q4 2020
New holding
|