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 |
|---|---|---|---|---|---|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
8,900
shares
|
$433,875
0.25% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
8,893
shares
|
$433,533
0.02% of portfolio
|
Q3 2024
Added 165.86%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
8,868
shares
|
$432,315
0.03% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,860
shares
|
$431,925
0.06% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
8,834
shares
|
$430,657
0.15% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
8,798
shares
|
$428,902
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
8,795
shares
|
$428,756
0.08% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
8,765
shares
|
$427,293
0.01% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,757
shares
|
$426,903
0.02% of portfolio
|
Q3 2023
Reduced 70.85%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
8,683
shares
|
$423,296
0.26% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,647
shares
|
$421,541
0.01% of portfolio
|
Q3 2022
Added 1.34%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
8,615
shares
|
$419,981
0.24% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
8,597
shares
|
$419,103
0.15% of portfolio
|
Q3 2024
Added 24.65%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,590
shares
|
$418,762
0.06% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
8,588
shares
|
$418,665
0.25% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
8,554
shares
|
$417,007
0.11% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
8,553
shares
|
$416,958
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
8,527
shares
|
$415,691
0.03% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8,521
shares
|
$415,398
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
8,499
shares
|
$414,326
0.27% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
8,472
shares
|
$413,010
0.25% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
8,450
shares
|
$411,937
0.3% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
8,434
shares
|
$411,157
0.14% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Nov 06, 2024 Q3 2024 |
8,419
shares
|
$410,426
0.67% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,382
shares
|
$408,622
0.02% of portfolio
|
Q3 2024
Reduced 2.61%
|