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 |
|---|---|---|---|---|---|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
27,414
shares
|
$1.3 Million
0.15% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
27,263
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,203
shares
|
$1.29 Million
0.19% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
27,182
shares
|
$1.29 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
27,076
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
26,981
shares
|
$1.28 Million
0.36% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
26,937
shares
|
$1.27 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
26,719
shares
|
$1.26 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
26,591
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2022
Added 17.49%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
26,438
shares
|
$1.25 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
26,416
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
26,358
shares
|
$1.25 Million
0.25% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
26,255
shares
|
$1.24 Million
0.56% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
26,215
shares
|
$1.24 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
26,035
shares
|
$1.23 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Nwi Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
26,000
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
25,969
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
25,959
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
25,955
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
25,920
shares
|
$1.23 Million
0.66% of portfolio
|
Q4 2023
Reduced 53.56%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
25,753
shares
|
$1.22 Million
0.67% of portfolio
|
Q3 2024
Added 28.77%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
25,721
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
25,679
shares
|
$1.22 Million
0.18% of portfolio
|
Q3 2024
Added 41.19%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
25,647
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Added 48.09%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25,598
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.07%
|