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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
8,380
shares
|
$408,525
0.29% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
8,377
shares
|
$408,378
0.17% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
8,353
shares
|
$407,208
0.08% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
8,344
shares
|
$406,770
0.24% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
8,334
shares
|
$406,282
0.1% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
8,285
shares
|
$403,893
0.04% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
8,248
shares
|
$402,090
0.01% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,232
shares
|
$401,310
0.04% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
8,232
shares
|
$401,310
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
8,186
shares
|
$399,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,169
shares
|
$398,238
0.1% of portfolio
|
Q2 2022
Added 54.02%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
8,138
shares
|
$396,727
0.08% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
8,073
shares
|
$393,558
0.07% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
8,070
shares
|
$393,412
0.3% of portfolio
|
Q3 2024
Reduced 27.1%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
8,039
shares
|
$391,901
0.04% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
8,024
shares
|
$391,170
0.1% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
8,020
shares
|
$390,975
0.05% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
8,000
shares
|
$390,000
0.18% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
8,000
shares
|
$390,000
0.17% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$390,000
0.01% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
7,996
shares
|
$389,805
0.0% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
7,968
shares
|
$388,440
0.17% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
7,921
shares
|
$386,148
0.12% of portfolio
|
Q3 2024
Reduced 97.78%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
7,917
shares
|
$385,953
0.06% of portfolio
|
Q3 2024
Reduced 24.84%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
7,894
shares
|
$384,832
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|