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 |
---|---|---|---|---|---|
Fifth Third Securities, Inc.
|
Apr 17, 2024 Q1 2024 |
375,888
shares
|
$15.7 Million
1.56% of portfolio
|
Q1 2024
Added 3.78%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
372,091
shares
|
$15.5 Million
0.02% of portfolio
|
Q1 2024
Added 3.52%
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 17, 2024 Q1 2024 |
370,441
shares
|
$15.4 Million
5.54% of portfolio
|
Q1 2024
Added 4832.64%
|
|
Tiff Advisory Services Inc
|
May 09, 2024 Q1 2024 |
362,949
shares
|
$15.1 Million
6.74% of portfolio
|
Q4 2023
Reduced 33.79%
|
|
Stevens Capital Management LP
Radnor, PA |
May 08, 2024 Q1 2024 |
362,000
shares
|
$15.1 Million
2.97% of portfolio
|
Q1 2024
Added 89.13%
|
|
Grimes & Company, Inc.
|
Apr 17, 2024 Q1 2024 |
352,196
shares
|
$14.7 Million
0.46% of portfolio
|
Q1 2024
New holding
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
347,789
shares
|
$14.5 Million
0.02% of portfolio
|
Q1 2024
Added 129.43%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
346,637
shares
|
$14.4 Million
1.07% of portfolio
|
Q1 2024
Added 33.17%
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
338,323
shares
|
$14.1 Million
2.92% of portfolio
|
Q1 2023
Reduced 0.3%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
332,450
shares
|
$13.8 Million
0.18% of portfolio
|
Q1 2024
Added 344.62%
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 08, 2024 Q1 2024 |
329,783
shares
|
$13.7 Million
6.17% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
328,495
shares
|
$13.7 Million
3.12% of portfolio
|
Q4 2023
Added 578.8%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
324,813
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 69.03%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
317,916
shares
|
$13.2 Million
0.31% of portfolio
|
Q1 2024
Added 68.58%
|
|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
317,798
shares
|
$13.2 Million
0.42% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Spinnaker Trust
|
May 06, 2024 Q1 2024 |
314,611
shares
|
$13.1 Million
0.86% of portfolio
|
Q1 2024
Reduced 3.99%
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 09, 2024 Q1 2024 |
310,668
shares
|
$12.9 Million
0.55% of portfolio
|
Q1 2024
Added 107.33%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
309,268
shares
|
$12.9 Million
0.15% of portfolio
|
Q1 2024
Added 53.12%
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 16, 2024 Q1 2024 |
308,875
shares
|
$12.9 Million
4.91% of portfolio
|
Q1 2024
Added 24.78%
|
|
Mmbg Investment Advisors Co.
|
May 10, 2024 Q1 2024 |
305,272
shares
|
$12.7 Million
1.36% of portfolio
|
Q1 2024
Added 1.13%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
302,592
shares
|
$12.6 Million
0.04% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
298,195
shares
|
$12.4 Million
4.36% of portfolio
|
Q4 2023
Added 0.05%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
296,050
shares
|
$12.3 Million
0.09% of portfolio
|
Q1 2024
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
295,269
shares
|
$12.3 Million
1.94% of portfolio
|
Q1 2024
Added 38.78%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 09, 2024 Q1 2024 |
292,510
shares
|
$12.2 Million
5.95% of portfolio
|
Q1 2024
New holding
|