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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
183
shares
|
$8,965
0.0% of portfolio
|
Q3 2024
Reduced 73.13%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
180
shares
|
$8,818
0.0% of portfolio
|
Q1 2022
Reduced 35.71%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
170
shares
|
$8,328
0.0% of portfolio
|
Q2 2023
Reduced 64.21%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
169
shares
|
$8,279
0.0% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
151
shares
|
$7,397
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
144
shares
|
$7,054
0.0% of portfolio
|
Q2 2024
Added 17.07%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
140
shares
|
$6,858
0.0% of portfolio
|
Q1 2024
Reduced 72.82%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
134
shares
|
$6,564
0.0% of portfolio
|
Q3 2024
Added 25.23%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
127
shares
|
$6,221
0.0% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
127
shares
|
$6,221
0.0% of portfolio
|
Q2 2023
Reduced 98.54%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
120
shares
|
$5,878
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
114
shares
|
$5,584
0.0% of portfolio
|
Q1 2024
Reduced 70.99%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
106
shares
|
$5,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
102
shares
|
$4,996
0.0% of portfolio
|
Q3 2024
Reduced 94.98%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$4,899
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
97
shares
|
$4,752
0.0% of portfolio
|
Q2 2024
Reduced 89.06%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
97
shares
|
$4,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
94
shares
|
$4,605
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
93
shares
|
$4,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
75
shares
|
$3,674
0.0% of portfolio
|
Q4 2023
Reduced 88.58%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
60
shares
|
$2,939
0.0% of portfolio
|
Q2 2022
Reduced 94.96%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
60
shares
|
$2,939
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
60
shares
|
$2,939
0.0% of portfolio
|
Q1 2024
Reduced 67.57%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
58
shares
|
$2,841
0.0% of portfolio
|
Q2 2021
Reduced 82.53%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$2,449
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|