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 1,846 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 $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client First Capital LLC
|
Oct 15, 2024 Q3 2024 |
88,124
shares
|
$4.17 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Nov 14, 2024 Q3 2024 |
88,000
shares
|
$4.16 Million
0.25% of portfolio
|
Q2 2024
Reduced 51.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
87,801
shares
|
$4.15 Million
0.3% of portfolio
|
Q4 2022
Reduced 2.79%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
86,075
shares
|
$4.07 Million
5.75% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
85,441
shares
|
$4.04 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
84,820
shares
|
$4.01 Million
1.49% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
84,409
shares
|
$3.99 Million
0.53% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
84,104
shares
|
$3.98 Million
0.97% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
83,900
shares
|
$3.97 Million
0.05% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
82,871
shares
|
$3.92 Million
2.29% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
82,817
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
82,560
shares
|
$3.91 Million
0.54% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
82,139
shares
|
$3.89 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
81,859
shares
|
$3.87 Million
0.04% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
81,562
shares
|
$3.86 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
81,200
shares
|
$3.84 Million
0.15% of portfolio
|
Q3 2024
Added 1788.37%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
80,744
shares
|
$3.82 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
80,578
shares
|
$3.81 Million
0.04% of portfolio
|
Q3 2024
Added 61.61%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
80,340
shares
|
$3.8 Million
2.67% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
79,890
shares
|
$3.78 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
79,683
shares
|
$3.77 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
79,551
shares
|
$3.76 Million
0.17% of portfolio
|
Q3 2024
Reduced 14.66%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
79,519
shares
|
$3.76 Million
3.17% of portfolio
|
Q3 2024
Added 25.59%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
78,200
shares
|
$3.7 Million
1.88% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
78,127
shares
|
$3.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.08%
|