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 $34.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,233
shares
|
$305,354
0.16% of portfolio
|
Q2 2024
Reduced 64.55%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
6,215
shares
|
$304,472
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,212
shares
|
$304,325
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,203
shares
|
$303,884
0.01% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
6,172
shares
|
$302,366
0.11% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
6,155
shares
|
$301,533
0.03% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
6,130
shares
|
$300,308
0.19% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
6,105
shares
|
$299,083
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
6,080
shares
|
$297,859
0.08% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
6,061
shares
|
$296,928
0.06% of portfolio
|
Q2 2024
Reduced 95.2%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
6,059
shares
|
$296,830
0.06% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
6,039
shares
|
$295,850
0.07% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
6,015
shares
|
$294,674
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
6,000
shares
|
$293,940
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
5,965
shares
|
$292,225
0.04% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
5,955
shares
|
$291,735
0.03% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,940
shares
|
$291,000
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,923
shares
|
$290,167
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,896
shares
|
$288,845
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
5,887
shares
|
$288,404
0.1% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
5,829
shares
|
$285,562
0.02% of portfolio
|
Q3 2024
Reduced 51.84%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
5,819
shares
|
$285,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
5,812
shares
|
$284,729
0.03% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
5,810
shares
|
$284,631
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,801
shares
|
$284,190
0.1% of portfolio
|
Q3 2024
Reduced 39.01%
|