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 |
|---|---|---|---|---|---|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
5,599
shares
|
$274,295
0.23% of portfolio
|
Q3 2024
Reduced 95.41%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
5,599
shares
|
$274,295
0.23% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
5,587
shares
|
$273,707
0.09% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
5,587
shares
|
$273,707
0.21% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
5,557
shares
|
$272,237
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
5,557
shares
|
$272,237
0.18% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,540
shares
|
$271,404
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
5,529
shares
|
$270,865
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
5,484
shares
|
$268,661
0.11% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
5,467
shares
|
$267,828
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
5,422
shares
|
$265,623
0.03% of portfolio
|
Q3 2024
Reduced 48.01%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
5,409
shares
|
$264,986
0.0% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
5,405
shares
|
$264,790
0.03% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
5,400
shares
|
$264,546
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
5,395
shares
|
$264,301
0.06% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
5,394
shares
|
$264,252
0.03% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
5,380
shares
|
$263,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,362
shares
|
$262,684
0.06% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
5,317
shares
|
$260,479
0.06% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
5,316
shares
|
$260,430
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,305
shares
|
$259,891
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
5,299
shares
|
$259,598
0.1% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
5,279
shares
|
$258,618
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,273
shares
|
$258,324
0.01% of portfolio
|
Q1 2024
Reduced 27.0%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
5,260
shares
|
$257,687
0.02% of portfolio
|
Q3 2024
Reduced 23.62%
|