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 |
|---|---|---|---|---|---|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
4,956
shares
|
$242,794
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,955
shares
|
$242,745
0.0% of portfolio
|
Q3 2022
Reduced 12.66%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
4,941
shares
|
$242,059
0.13% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
4,924
shares
|
$241,226
0.13% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
4,924
shares
|
$241,226
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,914
shares
|
$240,736
0.06% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
4,902
shares
|
$240,148
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
4,873
shares
|
$238,728
0.19% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
4,855
shares
|
$237,846
0.07% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
4,855
shares
|
$237,846
0.12% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
4,818
shares
|
$236,033
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,787
shares
|
$234,515
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
4,785
shares
|
$234,417
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
4,751
shares
|
$232,751
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
4,750
shares
|
$232,702
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
4,739
shares
|
$232,163
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
4,703
shares
|
$230,399
0.03% of portfolio
|
Q4 2023
Added 12276.32%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
4,699
shares
|
$230,204
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
4,686
shares
|
$229,567
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
4,679
shares
|
$229,224
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
4,657
shares
|
$228,146
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
4,653
shares
|
$227,950
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
4,648
shares
|
$227,705
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,633
shares
|
$226,970
0.02% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
4,626
shares
|
$226,627
0.01% of portfolio
|
Q3 2024
New holding
|