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 |
|---|---|---|---|---|---|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,200
shares
|
$497,250
0.35% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
10,174
shares
|
$495,982
0.12% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
10,165
shares
|
$495,543
0.1% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,153
shares
|
$494,958
0.01% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,147
shares
|
$494,666
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
10,057
shares
|
$490,278
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
10,047
shares
|
$489,791
0.07% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
10,046
shares
|
$489,742
0.06% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
10,035
shares
|
$489,206
0.17% of portfolio
|
Q3 2023
Reduced 4.43%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
10,018
shares
|
$488,377
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
10,000
shares
|
$487,500
0.08% of portfolio
|
Q3 2021
Reduced 1.96%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$487,500
0.04% of portfolio
|
Q2 2023
Reduced 31.97%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
9,998
shares
|
$487,402
0.23% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
9,938
shares
|
$484,477
0.22% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
9,909
shares
|
$483,063
0.06% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
9,823
shares
|
$478,871
0.02% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
9,812
shares
|
$478,335
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
9,799
shares
|
$477,701
0.35% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
9,777
shares
|
$476,628
0.16% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,723
shares
|
$473,996
0.05% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
9,719
shares
|
$473,801
0.01% of portfolio
|
Q1 2024
Reduced 18.31%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
9,710
shares
|
$473,362
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
9,701
shares
|
$472,923
0.13% of portfolio
|
Q2 2024
Reduced 14.51%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
9,665
shares
|
$471,168
0.01% of portfolio
|
Q3 2024
Added 87.89%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
9,640
shares
|
$469,950
0.26% of portfolio
|
Q3 2023
New holding
|