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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,136
shares
|
$153,632
0.03% of portfolio
|
Q1 2024
Reduced 42.1%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
3,115
shares
|
$152,603
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
3,114
shares
|
$152,554
0.01% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
3,113
shares
|
$152,505
0.13% of portfolio
|
Q4 2023
Added 114.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
3,039
shares
|
$148,880
0.01% of portfolio
|
Q2 2024
Added 106.59%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$146,970
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
3,000
shares
|
$146,970
0.04% of portfolio
|
Q2 2023
Reduced 94.44%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
2,980
shares
|
$145,990
0.02% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,943
shares
|
$144,177
0.01% of portfolio
|
Q3 2020
Reduced 20.42%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
2,909
shares
|
$142,511
0.04% of portfolio
|
Q2 2024
Reduced 35.76%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,900
shares
|
$142,071
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,713
shares
|
$132,909
0.07% of portfolio
|
Q3 2024
Reduced 47.5%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
2,700
shares
|
$132,273
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,639
shares
|
$129,284
0.05% of portfolio
|
Q1 2024
Reduced 49.63%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
2,600
shares
|
$127,374
0.02% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
2,594
shares
|
$127,080
0.02% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
2,532
shares
|
$124,042
0.09% of portfolio
|
Q3 2024
Reduced 48.91%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
2,506
shares
|
$122,768
0.02% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$122,475
0.02% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,449
shares
|
$119,976
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
2,428
shares
|
$118,947
0.05% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
2,407
shares
|
$117,918
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
2,405
shares
|
$117,820
0.05% of portfolio
|
Q2 2024
Added 31.06%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,401
shares
|
$117,624
0.02% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,377
shares
|
$116,449
0.02% of portfolio
|
Q3 2024
Added 10.51%
|