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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
475,627
shares
|
$23.3 Million
0.04% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
475,584
shares
|
$23.3 Million
10.04% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
470,000
shares
|
$23 Million
4.2% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
463,350
shares
|
$22.7 Million
0.24% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
458,942
shares
|
$22.5 Million
0.07% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
453,289
shares
|
$22.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 80.24%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
447,142
shares
|
$21.9 Million
2.98% of portfolio
|
Q3 2024
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
442,173
shares
|
$21.7 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
438,997
shares
|
$21.5 Million
0.07% of portfolio
|
Q3 2024
Added 190.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
437,691
shares
|
$21.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
437,399
shares
|
$21.4 Million
2.66% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
435,867
shares
|
$21.4 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
435,014
shares
|
$21.3 Million
0.2% of portfolio
|
Q2 2023
Added 4727.59%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
431,009
shares
|
$21.1 Million
0.84% of portfolio
|
Q3 2024
Added 880.7%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
429,698
shares
|
$21.1 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
429,614
shares
|
$21 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
425,248
shares
|
$20.8 Million
1.24% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
419,217
shares
|
$20.5 Million
1.68% of portfolio
|
Q3 2023
Added 0.31%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
418,280
shares
|
$20.5 Million
1.41% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
411,456
shares
|
$20.2 Million
1.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
408,803
shares
|
$20 Million
8.16% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
408,348
shares
|
$20 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
407,125
shares
|
$19.9 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
401,149
shares
|
$19.7 Million
1.0% of portfolio
|
Q3 2024
Added 5664.46%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
393,441
shares
|
$19.3 Million
0.02% of portfolio
|
Q3 2024
Added 3.36%
|