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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,244
shares
|
$910,626
0.26% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
19,236
shares
|
$910,247
0.17% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
19,126
shares
|
$905,042
0.01% of portfolio
|
Q3 2024
Added 28.93%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
19,098
shares
|
$903,717
0.46% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
19,081
shares
|
$902,912
0.06% of portfolio
|
Q3 2022
Added 4.05%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
19,030
shares
|
$900,499
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
18,940
shares
|
$896,240
0.4% of portfolio
|
Q3 2024
Reduced 28.73%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
18,920
shares
|
$895,294
0.34% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
18,857
shares
|
$892,313
0.09% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
18,814
shares
|
$890,278
0.14% of portfolio
|
Q3 2024
Reduced 42.61%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
18,623
shares
|
$881,240
0.37% of portfolio
|
Q2 2023
Added 17.92%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
18,415
shares
|
$871,397
0.03% of portfolio
|
Q4 2023
Reduced 42.33%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
18,359
shares
|
$868,747
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
18,239
shares
|
$863,069
0.0% of portfolio
|
Q3 2022
Reduced 71.34%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
18,174
shares
|
$859,993
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,162
shares
|
$859,425
0.04% of portfolio
|
Q2 2022
Reduced 25.26%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
18,150
shares
|
$858,858
0.08% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
18,061
shares
|
$854,646
0.11% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
17,981
shares
|
$850,860
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
17,888
shares
|
$846,460
0.08% of portfolio
|
Q3 2024
Reduced 82.06%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
17,837
shares
|
$844,046
0.29% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
17,787
shares
|
$841,680
0.02% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
17,692
shares
|
$837,185
0.07% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
17,635
shares
|
$834,488
0.27% of portfolio
|
Q3 2024
Added 33.82%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
17,610
shares
|
$833,305
0.07% of portfolio
|
Q3 2024
Added 38.57%
|