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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
13,716
shares
|
$668,655
0.08% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
13,694
shares
|
$667,582
0.03% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
13,634
shares
|
$664,657
0.04% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
13,602
shares
|
$663,097
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
13,567
shares
|
$661,391
0.05% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
13,538
shares
|
$659,977
0.0% of portfolio
|
Q3 2024
Added 40.14%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
13,523
shares
|
$659,246
0.01% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
13,494
shares
|
$657,832
0.3% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,362
shares
|
$651,397
0.04% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
13,298
shares
|
$648,277
0.05% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
13,282
shares
|
$647,497
0.07% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,281
shares
|
$647,448
0.09% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,242
shares
|
$645,547
0.13% of portfolio
|
Q1 2024
Added 105.68%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
13,193
shares
|
$643,158
0.17% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
13,186
shares
|
$642,817
0.16% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Granger Management LLC
|
Nov 13, 2024 Q3 2024 |
13,181
shares
|
$642,573
0.12% of portfolio
|
Q2 2022
Reduced 72.79%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
13,175
shares
|
$642,281
0.0% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,171
shares
|
$642,086
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,138
shares
|
$640,477
0.05% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
13,093
shares
|
$638,283
0.03% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,028
shares
|
$635,115
0.29% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
12,948
shares
|
$631,215
0.1% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
12,947
shares
|
$631,166
0.15% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
12,859
shares
|
$626,876
0.04% of portfolio
|
Q3 2024
Added 84.36%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
12,832
shares
|
$625,560
0.19% of portfolio
|
Q3 2024
Reduced 97.69%
|