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 |
|---|---|---|---|---|---|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
11,693
shares
|
$570,033
0.06% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,595
shares
|
$565,256
0.03% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
11,590
shares
|
$565,012
0.16% of portfolio
|
Q3 2021
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
11,569
shares
|
$563,988
0.01% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
11,544
shares
|
$562,770
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
11,544
shares
|
$562,770
0.24% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
11,521
shares
|
$561,648
0.15% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
11,472
shares
|
$559,260
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
11,454
shares
|
$558,382
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
11,420
shares
|
$556,725
0.01% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
11,356
shares
|
$553,605
0.18% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
11,308
shares
|
$551,265
0.06% of portfolio
|
Q3 2024
Reduced 97.28%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
11,243
shares
|
$548,096
0.35% of portfolio
|
Q1 2024
Reduced 9.64%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
11,236
shares
|
$547,755
0.07% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
11,236
shares
|
$547,755
0.01% of portfolio
|
Q3 2024
Added 60.91%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
11,225
shares
|
$547,218
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
11,184
shares
|
$545,220
0.02% of portfolio
|
Q3 2024
Reduced 29.99%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
11,181
shares
|
$545,073
0.17% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
11,129
shares
|
$542,538
0.14% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
11,115
shares
|
$541,856
0.04% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,115
shares
|
$541,856
0.13% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
11,113
shares
|
$541,758
0.11% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
11,110
shares
|
$541,612
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,105
shares
|
$541,368
0.03% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
11,075
shares
|
$539,906
0.17% of portfolio
|
Q3 2024
Added 31.16%
|