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 1,846 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 $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
1,014
shares
|
$47,982
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,009
shares
|
$47,745
0.01% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
1,008
shares
|
$47,698
0.02% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,000
shares
|
$47,320
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
984
shares
|
$46,562
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
983
shares
|
$46,515
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
978
shares
|
$46,278
0.02% of portfolio
|
Q1 2024
Added 46.85%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
975
shares
|
$46,137
0.0% of portfolio
|
Q1 2024
Added 4.84%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
957
shares
|
$45,285
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
931
shares
|
$44,054
0.01% of portfolio
|
Q3 2024
Reduced 81.55%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
924
shares
|
$43,723
0.1% of portfolio
|
Q3 2024
Added 218.62%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
890
shares
|
$42,114
0.01% of portfolio
|
Q2 2024
Added 368.42%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
879
shares
|
$41,594
0.0% of portfolio
|
Q2 2024
Added 470.78%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
855
shares
|
$40,458
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
847
shares
|
$40,080
0.01% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
840
shares
|
$39,748
0.02% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
800
shares
|
$37,856
0.03% of portfolio
|
Q4 2021
Reduced 8.05%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
799
shares
|
$37,808
0.01% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
789
shares
|
$37,335
0.03% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
749
shares
|
$35,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
748
shares
|
$35,395
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
725
shares
|
$34,307
0.0% of portfolio
|
Q1 2024
Added 38.1%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
720
shares
|
$34,070
0.01% of portfolio
|
Q3 2024
Reduced 57.82%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
702
shares
|
$33,218
0.0% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
700
shares
|
$33,124
0.02% of portfolio
|
Q3 2023
Added 40.0%
|