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 1,717 institutions that hold shares in the stock, with a total of 700 Million shares, which have been reported (via 13F filing form) to have a value of $29.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Drw Securities, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
457,007
shares
|
$19 Million
0.52% of portfolio
|
Q1 2024
Reduced 30.89%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
455,030
shares
|
$18.9 Million
0.13% of portfolio
|
Q1 2024
Added 9.96%
|
|
Sg Americas Securities, LLC
|
May 06, 2024 Q1 2024 |
454,107
shares
|
$18.9 Million
0.09% of portfolio
|
Q1 2024
Added 19.13%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
453,289
shares
|
$18.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 80.24%
|
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
May 15, 2024 Q1 2024 |
450,000
shares
|
$18.7 Million
5.76% of portfolio
|
Q1 2024
New holding
|
|
Vontobel Holding Ltd.
|
May 10, 2024 Q1 2024 |
449,538
shares
|
$18.7 Million
0.15% of portfolio
|
Q1 2024
Reduced 49.61%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
444,770
shares
|
$18.5 Million
0.03% of portfolio
|
Q1 2024
Reduced 15.83%
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 15, 2024 Q1 2024 |
443,391
shares
|
$18.5 Million
9.63% of portfolio
|
Q1 2024
Added 0.42%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
435,014
shares
|
$18.1 Million
0.2% of portfolio
|
Q2 2023
Added 4727.59%
|
|
Wharton Business Group, LLC
Malvern, PA |
May 13, 2024 Q1 2024 |
434,108
shares
|
$18.1 Million
0.88% of portfolio
|
Q1 2024
Reduced 16.45%
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 23, 2024 Q1 2024 |
427,890
shares
|
$17.8 Million
1.23% of portfolio
|
Q1 2024
Added 1.0%
|
|
Bellwether Advisors, LLC
|
May 06, 2024 Q1 2024 |
425,559
shares
|
$17.7 Million
4.09% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
Fil LTD
Hamilton, D0 |
May 13, 2024 Q1 2024 |
423,135
shares
|
$17.6 Million
0.02% of portfolio
|
Q1 2024
Added 224.84%
|
|
Focused Wealth Management, Inc
|
May 08, 2024 Q1 2024 |
422,543
shares
|
$17.6 Million
2.74% of portfolio
|
Q1 2024
Added 4.89%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
419,697
shares
|
$17.5 Million
1.52% of portfolio
|
Q1 2024
Added 0.43%
|
|
Innealta Capital, LLC
Austin, TX |
May 15, 2024 Q1 2024 |
419,225
shares
|
$17.5 Million
7.47% of portfolio
|
Q1 2024
Added 0.02%
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
419,217
shares
|
$17.5 Million
1.68% of portfolio
|
Q3 2023
Added 0.31%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
418,670
shares
|
$17.4 Million
0.26% of portfolio
|
Q1 2024
Added 19.82%
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 09, 2024 Q1 2024 |
415,926
shares
|
$17.3 Million
0.29% of portfolio
|
Q1 2024
Reduced 12.57%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
402,688
shares
|
$16.8 Million
1.43% of portfolio
|
Q1 2024
Reduced 19.37%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
401,307
shares
|
$16.7 Million
1.15% of portfolio
|
Q1 2024
Added 2.48%
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 10, 2024 Q1 2024 |
396,689
shares
|
$16.5 Million
8.46% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
May 13, 2024 Q1 2024 |
390,000
shares
|
$16.2 Million
6.99% of portfolio
|
Q1 2024
New holding
|
|
Old National Bancorp
|
Apr 15, 2024 Q1 2024 |
377,112
shares
|
$15.7 Million
0.38% of portfolio
|
Q1 2024
Reduced 11.01%
|
|
Krilogy Financial LLC
|
Apr 24, 2024 Q1 2024 |
376,087
shares
|
$15.7 Million
1.27% of portfolio
|
Q1 2024
Added 1.93%
|