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 |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
241,576
shares
|
$10.1 Million
0.03% of portfolio
|
Q1 2024
Reduced 29.37%
|
|
Mirabella Financial Services LLP
London, X0 |
May 15, 2024 Q1 2024 |
240,949
shares
|
$10 Million
0.83% of portfolio
|
Q1 2024
Added 286.88%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 15, 2024 Q1 2024 |
240,608
shares
|
$10 Million
1.86% of portfolio
|
Q1 2024
Added 1.18%
|
|
Virtu Financial LLC
New York, NY |
May 20, 2024 Q1 2024 |
240,437
shares
|
$10 Million
0.77% of portfolio
|
Q1 2024
Reduced 19.27%
|
|
First Interstate Bank
Billings, MT |
May 01, 2024 Q1 2024 |
239,567
shares
|
$9.98 Million
0.71% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
238,067
shares
|
$9.91 Million
0.12% of portfolio
|
Q1 2024
Reduced 18.19%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
235,335
shares
|
$9.8 Million
0.17% of portfolio
|
Q1 2024
Reduced 3.62%
|
|
Northstar Advisory Group, LLC
|
May 13, 2024 Q1 2024 |
232,168
shares
|
$9.67 Million
5.88% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 24, 2024 Q1 2024 |
231,172
shares
|
$9.63 Million
1.83% of portfolio
|
Q1 2024
Added 18.08%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
May 06, 2024 Q1 2024 |
226,627
shares
|
$9.44 Million
0.14% of portfolio
|
Q1 2024
Added 56.06%
|
|
Long Run Wealth Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
221,046
shares
|
$9.2 Million
2.47% of portfolio
|
Q1 2024
Added 4.05%
|
|
Tamar Securities, LLC
|
May 13, 2024 Q1 2024 |
219,591
shares
|
$9.14 Million
1.56% of portfolio
|
Q1 2024
Reduced 12.86%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
219,254
shares
|
$9.13 Million
0.29% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
Founders Financial Securities LLC
|
Apr 17, 2024 Q1 2024 |
216,079
shares
|
$9 Million
0.97% of portfolio
|
Q1 2024
Added 35.46%
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 30, 2024 Q1 2024 |
211,271
shares
|
$8.8 Million
0.42% of portfolio
|
Q4 2023
Added 15.32%
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
May 08, 2024 Q1 2024 |
210,562
shares
|
$8.77 Million
9.41% of portfolio
|
Q1 2024
New holding
|
|
Guardian Capital Advisors LP
Toronto, A6 |
May 14, 2024 Q1 2024 |
210,080
shares
|
$8.75 Million
0.96% of portfolio
|
Q1 2024
New holding
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
208,172
shares
|
$8.67 Million
0.07% of portfolio
|
Q1 2024
Reduced 7.32%
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
207,463
shares
|
$8.64 Million
1.47% of portfolio
|
Q1 2024
New holding
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
206,732
shares
|
$8.61 Million
0.23% of portfolio
|
Q1 2024
Added 7.09%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
205,644
shares
|
$8.56 Million
0.4% of portfolio
|
Q1 2024
Reduced 25.56%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
202,776
shares
|
$8.44 Million
0.17% of portfolio
|
Q1 2024
Added 849.95%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
200,962
shares
|
$8.37 Million
0.09% of portfolio
|
Q1 2024
Reduced 4.3%
|
|
Yarbrough Capital, LLC
|
Apr 10, 2024 Q1 2024 |
200,000
shares
|
$8.33 Million
0.37% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
Unisphere Establishment
Vaduz, N2 |
May 13, 2024 Q1 2024 |
200,000
shares
|
$8.33 Million
0.09% of portfolio
|
Q1 2024
New holding
|