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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
12,174
shares
|
$593,482
0.04% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
12,161
shares
|
$592,848
0.02% of portfolio
|
Q3 2024
Added 113.5%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
12,160
shares
|
$592,800
0.1% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12,144
shares
|
$592,020
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
12,133
shares
|
$591,483
0.16% of portfolio
|
Q3 2024
Added 22.1%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
12,110
shares
|
$590,362
0.01% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
12,024
shares
|
$586,170
0.04% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
12,000
shares
|
$585,000
0.44% of portfolio
|
Q3 2023
Reduced 1.61%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
11,990
shares
|
$584,512
0.05% of portfolio
|
Q2 2024
Added 534.39%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
11,970
shares
|
$583,537
0.02% of portfolio
|
Q3 2024
Reduced 22.11%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
11,969
shares
|
$583,488
0.24% of portfolio
|
Q3 2024
Added 66.63%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
11,950
shares
|
$582,562
0.15% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
11,949
shares
|
$582,513
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,930
shares
|
$581,587
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
11,922
shares
|
$581,197
0.21% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
11,907
shares
|
$580,466
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
11,881
shares
|
$579,198
0.04% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
11,817
shares
|
$576,078
0.37% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
11,809
shares
|
$575,688
0.6% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,796
shares
|
$575,055
0.1% of portfolio
|
Q2 2023
Reduced 1.24%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
11,780
shares
|
$574,275
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,737
shares
|
$572,178
0.01% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
11,718
shares
|
$571,252
0.05% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
11,717
shares
|
$571,203
0.02% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
11,700
shares
|
$570,375
0.19% of portfolio
|
Q3 2024
Reduced 2.09%
|