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 1,869 institutions that hold shares in the stock, with a total of 703 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
186,542
shares
|
$9.49 Million
0.45% of portfolio
|
Q3 2024
Reduced 18.94%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
185,429
shares
|
$9.43 Million
0.93% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
183,137
shares
|
$9.31 Million
7.8% of portfolio
|
Q4 2023
Reduced 2.72%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
181,625
shares
|
$9.24 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
180,811
shares
|
$9.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
180,772
shares
|
$9.19 Million
3.65% of portfolio
|
Q4 2022
Added 6.13%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
180,432
shares
|
$9.17 Million
0.03% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
180,306
shares
|
$9.17 Million
2.85% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
180,266
shares
|
$9.17 Million
3.98% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
177,707
shares
|
$9.04 Million
4.55% of portfolio
|
Q3 2024
Added 28.59%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
177,549
shares
|
$9.03 Million
2.84% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
177,246
shares
|
$9.01 Million
0.87% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
175,574
shares
|
$8.93 Million
0.5% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
175,440
shares
|
$8.92 Million
1.3% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
175,075
shares
|
$8.9 Million
0.56% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Unisphere Establishment
Vaduz, N2 |
Nov 14, 2024 Q3 2024 |
175,000
shares
|
$8.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
173,917
shares
|
$8.84 Million
8.87% of portfolio
|
Q3 2024
Reduced 17.4%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
171,038
shares
|
$8.7 Million
0.38% of portfolio
|
Q3 2024
Added 15.97%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
169,615
shares
|
$8.62 Million
0.63% of portfolio
|
Q3 2024
Added 37.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
169,071
shares
|
$8.6 Million
0.24% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
168,914
shares
|
$8.59 Million
0.21% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
167,844
shares
|
$8.53 Million
0.18% of portfolio
|
Q1 2024
Added 6.68%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
166,662
shares
|
$8.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
164,325
shares
|
$8.36 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
164,073
shares
|
$8.34 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.71%
|