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 |
|---|---|---|---|---|---|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
2,338
shares
|
$114,538
0.0% of portfolio
|
Q3 2024
Added 56.6%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
2,317
shares
|
$113,509
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
2,308
shares
|
$113,068
0.0% of portfolio
|
Q3 2024
Added 188.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
2,212
shares
|
$108,365
0.04% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
2,167
shares
|
$106,161
0.01% of portfolio
|
Q3 2024
Added 141.58%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
2,150
shares
|
$105,328
0.02% of portfolio
|
Q3 2023
Reduced 31.75%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,115
shares
|
$103,613
0.01% of portfolio
|
Q3 2024
Added 25.59%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
2,096
shares
|
$102,683
0.01% of portfolio
|
Q3 2023
Reduced 19.29%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
2,094
shares
|
$102,585
0.0% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
2,088
shares
|
$102,291
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
2,086
shares
|
$102,193
0.02% of portfolio
|
Q2 2024
Added 4.82%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,000
shares
|
$97,980
0.01% of portfolio
|
Q1 2023
Reduced 9.79%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$97,980
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,958
shares
|
$95,922
0.0% of portfolio
|
Q3 2024
Reduced 80.76%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,948
shares
|
$95,432
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
1,944
shares
|
$95,236
0.03% of portfolio
|
Q4 2023
Added 745.22%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,928
shares
|
$94,452
0.06% of portfolio
|
Q3 2024
Reduced 52.37%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
1,922
shares
|
$94,158
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,905
shares
|
$93,325
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,887
shares
|
$92,444
0.06% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
1,872
shares
|
$91,709
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,826
shares
|
$89,455
0.04% of portfolio
|
Q3 2024
Reduced 27.71%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,810
shares
|
$88,671
0.03% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
1,770
shares
|
$86,712
0.03% of portfolio
|
Q4 2023
Added 30.1%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,763
shares
|
$86,369
0.06% of portfolio
|
Q4 2023
Reduced 14.0%
|