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 |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
15,552
shares
|
$758,160
0.11% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
15,534
shares
|
$757,282
0.1% of portfolio
|
Q2 2024
Reduced 20.13%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
15,506
shares
|
$755,917
0.48% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
15,497
shares
|
$755,478
0.09% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
15,401
shares
|
$750,798
0.05% of portfolio
|
Q4 2023
Added 0.52%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
15,390
shares
|
$750,262
0.36% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
15,358
shares
|
$748,702
0.09% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
15,325
shares
|
$747,093
0.25% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
15,265
shares
|
$744,168
0.29% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
15,248
shares
|
$743,340
0.51% of portfolio
|
Q4 2023
Added 33.19%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
15,180
shares
|
$740,025
0.27% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
15,148
shares
|
$738,465
0.18% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
15,143
shares
|
$738,221
0.12% of portfolio
|
Q3 2023
Added 4.43%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
15,123
shares
|
$737,246
0.07% of portfolio
|
Q3 2024
Added 36.61%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
15,031
shares
|
$732,761
0.0% of portfolio
|
Q3 2024
Reduced 27.07%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
14,956
shares
|
$729,105
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
14,882
shares
|
$725,497
0.14% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
14,838
shares
|
$723,352
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
14,826
shares
|
$722,767
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
14,805
shares
|
$721,743
0.27% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
14,769
shares
|
$719,988
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
14,764
shares
|
$719,745
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
14,687
shares
|
$715,991
0.08% of portfolio
|
Q3 2024
Added 138.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
14,602
shares
|
$711,847
0.02% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
14,594
shares
|
$711,457
0.54% of portfolio
|
Q2 2024
Reduced 0.14%
|