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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
12,819
shares
|
$624,926
0.05% of portfolio
|
Q3 2024
Reduced 43.44%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
12,799
shares
|
$623,951
0.6% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
12,775
shares
|
$622,781
0.05% of portfolio
|
Q3 2024
Reduced 64.52%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
12,767
shares
|
$622,391
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2024 Q3 2024 |
12,743
shares
|
$621,221
0.11% of portfolio
|
Q2 2024
Reduced 28.48%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
12,726
shares
|
$620,392
0.19% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
12,719
shares
|
$620,051
0.01% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
12,707
shares
|
$619,466
0.37% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
12,705
shares
|
$619,368
0.08% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
12,662
shares
|
$617,272
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
12,584
shares
|
$613,470
0.41% of portfolio
|
Q3 2024
Added 70.1%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,582
shares
|
$613,372
0.11% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
12,552
shares
|
$611,910
0.14% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
12,526
shares
|
$610,642
0.05% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
12,524
shares
|
$610,545
0.08% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
12,505
shares
|
$609,618
0.1% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
12,473
shares
|
$608,058
0.09% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
12,469
shares
|
$607,863
0.12% of portfolio
|
Q3 2024
Added 27.21%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
12,442
shares
|
$606,547
0.19% of portfolio
|
Q4 2023
Reduced 91.56%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
12,346
shares
|
$601,867
0.02% of portfolio
|
Q3 2024
Added 262.48%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
12,289
shares
|
$599,088
0.16% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
12,288
shares
|
$599,040
0.02% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,279
shares
|
$598,601
0.06% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
12,227
shares
|
$596,066
0.06% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,212
shares
|
$595,335
0.1% of portfolio
|
Q2 2024
Added 0.38%
|