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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
21,895
shares
|
$1.04 Million
0.14% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
21,743
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Eagle Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
21,566
shares
|
$1.02 Million
0.41% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
21,527
shares
|
$1.02 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
21,478
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
21,408
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Added 31.97%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
21,379
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
21,359
shares
|
$1.01 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
21,282
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
21,213
shares
|
$1 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
21,191
shares
|
$1 Million
0.96% of portfolio
|
Q3 2024
Added 45.27%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
21,189
shares
|
$1 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
21,145
shares
|
$1 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
21,011
shares
|
$994,240
0.34% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
20,891
shares
|
$988,562
0.17% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
20,885
shares
|
$988,278
0.1% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
20,858
shares
|
$987,000
0.46% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
20,626
shares
|
$976,022
0.13% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
20,529
shares
|
$971,432
0.13% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
20,412
shares
|
$965,895
0.12% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
20,363
shares
|
$963,577
0.6% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
20,352
shares
|
$963,056
0.17% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
20,332
shares
|
$962,110
0.09% of portfolio
|
Q3 2024
Added 400.42%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
20,312
shares
|
$961,163
0.21% of portfolio
|
Q3 2024
Reduced 60.48%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
20,229
shares
|
$957,236
0.22% of portfolio
|
Q1 2024
Reduced 0.29%
|