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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
77,924
shares
|
$3.69 Million
0.09% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
77,924
shares
|
$3.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
77,406
shares
|
$3.66 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
77,018
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2024
Added 84.6%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
76,887
shares
|
$3.64 Million
1.55% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
76,579
shares
|
$3.62 Million
0.02% of portfolio
|
Q3 2024
Added 137.51%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
76,074
shares
|
$3.6 Million
0.38% of portfolio
|
Q3 2024
Added 32.06%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
75,272
shares
|
$3.56 Million
2.54% of portfolio
|
Q2 2022
Added 150444.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
75,070
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
74,697
shares
|
$3.53 Million
0.07% of portfolio
|
Q3 2024
Added 132.98%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
74,561
shares
|
$3.53 Million
0.05% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
74,366
shares
|
$3.52 Million
0.34% of portfolio
|
Q4 2024
Added 867.17%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
74,256
shares
|
$3.51 Million
3.93% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
73,718
shares
|
$3.49 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
73,579
shares
|
$3.48 Million
0.12% of portfolio
|
Q3 2024
Added 288.63%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
73,375
shares
|
$3.47 Million
0.13% of portfolio
|
Q3 2024
Added 41.35%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
73,305
shares
|
$3.47 Million
0.74% of portfolio
|
Q1 2024
Reduced 19.15%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
72,944
shares
|
$3.45 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
72,546
shares
|
$3.43 Million
2.52% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
72,470
shares
|
$3.43 Million
0.22% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
72,426
shares
|
$3.43 Million
1.26% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
72,009
shares
|
$3.41 Million
0.39% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
71,554
shares
|
$3.39 Million
1.3% of portfolio
|
Q3 2022
Reduced 1.06%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
71,435
shares
|
$3.38 Million
1.66% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
71,028
shares
|
$3.36 Million
0.02% of portfolio
|
Q3 2024
Added 1.7%
|