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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
1,256
shares
|
$61,531
0.02% of portfolio
|
Q3 2024
Reduced 78.02%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,250
shares
|
$61,237
0.0% of portfolio
|
Q1 2024
Reduced 87.06%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,232
shares
|
$60,355
0.01% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
1,217
shares
|
$59,620
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,214
shares
|
$59,473
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,212
shares
|
$59,375
0.04% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,206
shares
|
$59,081
0.0% of portfolio
|
Q2 2024
Reduced 27.04%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,186
shares
|
$58,102
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,183
shares
|
$57,955
0.01% of portfolio
|
Q1 2023
Reduced 30.49%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
1,183
shares
|
$57,955
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
1,173
shares
|
$57,465
0.04% of portfolio
|
Q3 2024
Added 1203.33%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,141
shares
|
$55,897
0.02% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
1,138
shares
|
$55,750
0.05% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
1,132
shares
|
$55,456
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,110
shares
|
$54,378
0.01% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,105
shares
|
$54,133
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,084
shares
|
$53,105
0.0% of portfolio
|
Q4 2023
Added 8.73%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,038
shares
|
$50,851
0.02% of portfolio
|
Q2 2024
Reduced 78.11%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
1,021
shares
|
$50,018
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
1,014
shares
|
$49,675
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,009
shares
|
$49,430
0.01% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
1,008
shares
|
$49,381
0.02% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,000
shares
|
$48,990
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
984
shares
|
$48,206
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
983
shares
|
$48,157
0.02% of portfolio
|
Q1 2024
New holding
|