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 |
---|---|---|---|---|---|
Estabrook Capital Management
New York, NY |
May 14, 2024 Q1 2024 |
100
shares
|
$4,164
0.0% of portfolio
|
Q4 2022
New holding
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 29, 2024 Q1 2024 |
93
shares
|
$3,872
0.0% of portfolio
|
Q1 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
90
shares
|
$3,747
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
75
shares
|
$3,123
0.0% of portfolio
|
Q4 2023
Reduced 88.58%
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
64
shares
|
$2,664
0.0% of portfolio
|
Q1 2024
Reduced 24.71%
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
60
shares
|
$2,498
0.0% of portfolio
|
Q2 2022
Reduced 94.96%
|
|
Ifs Advisors, LLC
|
Apr 04, 2024 Q1 2024 |
60
shares
|
$2,498
0.0% of portfolio
|
Q4 2021
New holding
|
|
Citizens National Bank Trust Department
|
May 03, 2024 Q1 2024 |
60
shares
|
$2,498
0.0% of portfolio
|
Q1 2024
Reduced 67.57%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
58
shares
|
$2,415
0.0% of portfolio
|
Q2 2021
Reduced 82.53%
|
|
Carson Allaria Wealth Management, Ltd.
|
May 07, 2024 Q1 2024 |
54
shares
|
$2,248
0.0% of portfolio
|
Q1 2024
New holding
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Apr 26, 2024 Q1 2024 |
52
shares
|
$2,165
0.0% of portfolio
|
Q1 2024
Reduced 86.8%
|
|
Centerpoint Advisors, LLC
|
May 02, 2024 Q1 2024 |
50
shares
|
$2,082
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
50
shares
|
$2,082
0.0% of portfolio
|
Q4 2023
Reduced 57.26%
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
May 16, 2024 Q1 2024 |
43
shares
|
$1,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sanctuary Wealth Management, L.L.C.
|
May 07, 2024 Q1 2024 |
42
shares
|
$1,748
0.0% of portfolio
|
Q4 2022
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
May 07, 2024 Q1 2024 |
31
shares
|
$1,290
0.0% of portfolio
|
Q3 2023
Reduced 96.26%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
30
shares
|
$1,249
0.0% of portfolio
|
Q4 2022
Reduced 45.45%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2024 Q1 2024 |
27
shares
|
$1,124
0.0% of portfolio
|
Q1 2022
Reduced 15.63%
|
|
Prairie View Partners, LLC
|
May 03, 2024 Q1 2024 |
15
shares
|
$624
0.0% of portfolio
|
Q4 2023
Reduced 60.53%
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
May 01, 2024 Q1 2024 |
14
shares
|
$582
0.0% of portfolio
|
Q1 2024
New holding
|
|
Albion Financial Group
|
Apr 19, 2024 Q1 2024 |
10
shares
|
$416
0.0% of portfolio
|
Q2 2023
Reduced 99.03%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 19, 2024 Q1 2024 |
10
shares
|
$416
0.0% of portfolio
|
Q1 2024
New holding
|
|
Townsend Asset Management Corp
|
Apr 29, 2024 Q1 2024 |
7
shares
|
$291
0.0% of portfolio
|
Q3 2023
Reduced 78.13%
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
3
shares
|
$124
0.0% of portfolio
|
Q3 2023
Reduced 99.02%
|
|
Thompson Investment Management, Inc.
|
Apr 12, 2024 Q1 2024 |
2
shares
|
$83
0.0% of portfolio
|
Q3 2023
New holding
|