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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
49,312
shares
|
$2.51 Million
0.08% of portfolio
|
Q3 2024
Added 1894.02%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
49,215
shares
|
$2.5 Million
0.28% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
49,091
shares
|
$2.5 Million
0.05% of portfolio
|
Q3 2024
Added 38.09%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
49,060
shares
|
$2.49 Million
0.03% of portfolio
|
Q3 2024
Added 231.11%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
49,002
shares
|
$2.49 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
48,829
shares
|
$2.48 Million
0.87% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
48,648
shares
|
$2.47 Million
0.35% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
48,595
shares
|
$2.47 Million
0.37% of portfolio
|
Q4 2020
Added 1.79%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
48,326
shares
|
$2.46 Million
0.23% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
48,151
shares
|
$2.45 Million
0.86% of portfolio
|
Q3 2024
Added 86.19%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
47,444
shares
|
$2.41 Million
1.01% of portfolio
|
Q4 2023
Reduced 6.17%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
47,350
shares
|
$2.41 Million
0.92% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
47,321
shares
|
$2.41 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
47,275
shares
|
$2.4 Million
0.5% of portfolio
|
Q3 2024
Added 16.84%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
47,153
shares
|
$2.4 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
47,082
shares
|
$2.39 Million
0.13% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
47,081
shares
|
$2.39 Million
0.63% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
47,039
shares
|
$2.39 Million
1.08% of portfolio
|
Q4 2024
Added 94.13%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
47,009
shares
|
$2.39 Million
0.06% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
46,986
shares
|
$2.39 Million
1.06% of portfolio
|
Q1 2024
Reduced 17.18%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
46,806
shares
|
$2.38 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2024 Q3 2024 |
46,759
shares
|
$2.38 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
46,552
shares
|
$2.37 Million
1.14% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
46,218
shares
|
$2.35 Million
1.1% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
45,619
shares
|
$2.32 Million
1.52% of portfolio
|
Q4 2024
Reduced 8.48%
|