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 |
|---|---|---|---|---|---|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
55,721
shares
|
$2.64 Million
1.34% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
55,688
shares
|
$2.64 Million
7.16% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
55,596
shares
|
$2.63 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
55,467
shares
|
$2.62 Million
1.23% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
55,325
shares
|
$2.62 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
54,356
shares
|
$2.57 Million
1.81% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
54,347
shares
|
$2.57 Million
1.35% of portfolio
|
Q3 2024
Reduced 21.36%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
54,247
shares
|
$2.57 Million
1.16% of portfolio
|
Q3 2024
Reduced 10.96%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
54,042
shares
|
$2.56 Million
0.44% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
53,890
shares
|
$2.55 Million
0.08% of portfolio
|
Q3 2024
Reduced 52.27%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
53,665
shares
|
$2.54 Million
0.33% of portfolio
|
Q2 2024
Added 3.89%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
53,079
shares
|
$2.51 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
52,237
shares
|
$2.47 Million
1.27% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
51,925
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.73%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
51,609
shares
|
$2.44 Million
2.06% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
51,558
shares
|
$2.44 Million
0.03% of portfolio
|
Q3 2022
Reduced 63.66%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
51,537
shares
|
$2.44 Million
0.87% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
51,402
shares
|
$2.43 Million
0.1% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
50,875
shares
|
$2.41 Million
0.17% of portfolio
|
Q3 2024
Added 69.27%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
50,847
shares
|
$2.41 Million
0.85% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
50,682
shares
|
$2.4 Million
0.99% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
50,656
shares
|
$2.4 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
50,573
shares
|
$2.39 Million
0.38% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
50,423
shares
|
$2.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 89.5%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
50,341
shares
|
$2.38 Million
1.81% of portfolio
|
Q3 2024
Added 0.63%
|