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 |
|---|---|---|---|---|---|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
391,926
shares
|
$19.2 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
391,089
shares
|
$19.2 Million
1.2% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
390,187
shares
|
$19.1 Million
0.12% of portfolio
|
Q3 2024
Added 23.01%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
388,520
shares
|
$19 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
386,800
shares
|
$18.9 Million
20.59% of portfolio
|
Q4 2018
Added 41048.94%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
386,280
shares
|
$18.9 Million
2.43% of portfolio
|
Q3 2024
Added 19.52%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
383,291
shares
|
$18.8 Million
1.81% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
358,189
shares
|
$17.5 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
353,889
shares
|
$17.3 Million
0.33% of portfolio
|
Q3 2024
Added 21.65%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
350,222
shares
|
$17.2 Million
2.33% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
347,758
shares
|
$17 Million
0.06% of portfolio
|
Q3 2024
Added 22.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
345,026
shares
|
$16.9 Million
0.69% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Dec 12, 2024 Q3 2024 |
344,320
shares
|
$16.9 Million
2.06% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
341,694
shares
|
$16.7 Million
0.57% of portfolio
|
Q3 2024
Added 335.76%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
341,491
shares
|
$16.7 Million
0.11% of portfolio
|
Q3 2024
Added 141.63%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
338,323
shares
|
$16.6 Million
2.92% of portfolio
|
Q1 2023
Reduced 0.3%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
336,805
shares
|
$16.5 Million
6.23% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
336,086
shares
|
$16.5 Million
1.45% of portfolio
|
Q3 2024
Added 24.56%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
330,302
shares
|
$16.2 Million
2.34% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
324,371
shares
|
$15.9 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
324,117
shares
|
$15.9 Million
0.09% of portfolio
|
Q3 2024
Added 43.13%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
316,888
shares
|
$15.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 38.39%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
316,730
shares
|
$15.5 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
316,678
shares
|
$15.5 Million
1.38% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
316,162
shares
|
$15.5 Million
0.31% of portfolio
|
Q3 2024
Added 0.72%
|