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 |
|---|---|---|---|---|---|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
38,000
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
38,000
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
37,886
shares
|
$1.93 Million
1.41% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
37,591
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
37,562
shares
|
$1.91 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
37,543
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2024
Reduced 69.73%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
37,442
shares
|
$1.9 Million
0.5% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
37,418
shares
|
$1.9 Million
0.4% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
37,137
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
37,084
shares
|
$1.89 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
37,021
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
36,769
shares
|
$1.87 Million
0.3% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
36,649
shares
|
$1.86 Million
0.69% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
36,550
shares
|
$1.86 Million
0.43% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
36,536
shares
|
$1.86 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
36,502
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 95.99%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
36,201
shares
|
$1.84 Million
0.41% of portfolio
|
Q3 2024
Added 465.46%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
36,140
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
36,008
shares
|
$1.83 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
35,935
shares
|
$1.83 Million
0.47% of portfolio
|
Q3 2024
Reduced 22.9%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
35,458
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,395
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
35,347
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
35,311
shares
|
$1.8 Million
0.14% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
35,287
shares
|
$1.79 Million
0.72% of portfolio
|
Q4 2024
Added 41.82%
|