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 |
|---|---|---|---|---|---|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
20,227
shares
|
$957,141
0.08% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
20,178
shares
|
$954,822
0.08% of portfolio
|
Q4 2023
Reduced 19.39%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
20,171
shares
|
$954,491
0.01% of portfolio
|
Q3 2024
Added 31.49%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
20,166
shares
|
$954,255
0.3% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
20,140
shares
|
$953,024
0.13% of portfolio
|
Q1 2023
Added 22.69%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
20,078
shares
|
$950,090
0.31% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
20,017
shares
|
$947,204
0.03% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$946,400
0.3% of portfolio
|
Q1 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
19,997
shares
|
$946,258
0.08% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
19,965
shares
|
$944,743
0.11% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,955
shares
|
$944,270
0.2% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
19,874
shares
|
$940,437
0.62% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
19,793
shares
|
$936,604
0.01% of portfolio
|
Q3 2024
Added 64.6%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
19,723
shares
|
$933,292
0.05% of portfolio
|
Q4 2024
Added 247.54%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
19,669
shares
|
$930,737
0.02% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
19,665
shares
|
$930,547
0.03% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
19,609
shares
|
$927,897
0.03% of portfolio
|
Q1 2023
Added 18.34%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,546
shares
|
$924,916
0.14% of portfolio
|
Q3 2022
Added 3.82%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
19,546
shares
|
$924,916
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
19,526
shares
|
$923,970
0.26% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
19,475
shares
|
$921,557
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
19,435
shares
|
$919,664
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
19,302
shares
|
$913,370
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
19,287
shares
|
$912,660
0.17% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
19,264
shares
|
$911,572
1.43% of portfolio
|
Q3 2022
Reduced 14.72%
|