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 $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiff Advisory Services Inc
|
Nov 05, 2024 Q3 2024 |
685,770
shares
|
$33.6 Million
10.33% of portfolio
|
Q2 2024
Added 88.94%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
682,790
shares
|
$33.4 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
666,255
shares
|
$32.6 Million
0.14% of portfolio
|
Q2 2023
Reduced 97.43%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
660,710
shares
|
$32.4 Million
3.88% of portfolio
|
Q3 2024
Added 539.65%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
657,738
shares
|
$32.2 Million
8.0% of portfolio
|
Q3 2024
Added 84442.16%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
651,204
shares
|
$31.9 Million
2.38% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
647,898
shares
|
$31.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 35.71%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
632,573
shares
|
$31 Million
5.64% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
609,894
shares
|
$29.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
605,355
shares
|
$29.7 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
600,000
shares
|
$29.4 Million
0.12% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
598,048
shares
|
$29.3 Million
0.11% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
584,291
shares
|
$28.6 Million
2.12% of portfolio
|
Q3 2024
Added 9248.66%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
576,536
shares
|
$28.2 Million
0.29% of portfolio
|
Q3 2024
Added 39.94%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
576,423
shares
|
$28.2 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
563,280
shares
|
$27.6 Million
2.46% of portfolio
|
N/A
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
560,845
shares
|
$27.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
537,641
shares
|
$26.3 Million
6.32% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
535,908
shares
|
$26.3 Million
0.04% of portfolio
|
Q3 2024
Added 378.81%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
533,175
shares
|
$26.1 Million
0.03% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
529,972
shares
|
$26 Million
0.24% of portfolio
|
Q3 2024
Added 13.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
511,046
shares
|
$25 Million
0.04% of portfolio
|
Q3 2024
Reduced 33.05%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
509,851
shares
|
$25 Million
7.11% of portfolio
|
Q3 2024
Added 61.47%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
504,623
shares
|
$24.7 Million
4.19% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
479,164
shares
|
$23.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.62%
|