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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,551
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2023
Added 50.28%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
25,460
shares
|
$1.2 Million
0.38% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,183
shares
|
$1.19 Million
0.06% of portfolio
|
Q4 2023
Reduced 13.35%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
25,168
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 28.44%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
24,934
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
24,882
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2024
Reduced 58.52%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
24,864
shares
|
$1.18 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
24,855
shares
|
$1.18 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
24,845
shares
|
$1.18 Million
0.8% of portfolio
|
Q3 2024
Added 56.9%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
24,758
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
24,757
shares
|
$1.17 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,739
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2023
Added 35.94%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
24,502
shares
|
$1.16 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
24,398
shares
|
$1.15 Million
0.21% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
24,355
shares
|
$1.15 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
24,331
shares
|
$1.15 Million
0.39% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
24,331
shares
|
$1.15 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
24,233
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 173.05%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
24,231
shares
|
$1.15 Million
0.44% of portfolio
|
Q3 2024
Added 70.34%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
24,144
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
24,095
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,093
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
23,942
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
23,894
shares
|
$1.13 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
23,649
shares
|
$1.12 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.66%
|