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 |
|---|---|---|---|---|---|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
17,578
shares
|
$831,790
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
17,553
shares
|
$830,607
0.19% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
17,513
shares
|
$828,715
0.03% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
17,494
shares
|
$827,816
0.04% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
17,459
shares
|
$826,159
0.08% of portfolio
|
Q3 2024
Added 638.54%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
17,440
shares
|
$825,260
0.06% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
17,424
shares
|
$824,503
0.02% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,398
shares
|
$823,273
0.19% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
17,376
shares
|
$822,232
0.43% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
17,364
shares
|
$821,664
0.35% of portfolio
|
Q3 2024
Added 151.07%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,348
shares
|
$820,907
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
17,203
shares
|
$814,045
0.53% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
17,162
shares
|
$812,105
0.47% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,155
shares
|
$811,774
0.43% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
17,143
shares
|
$811,206
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
17,068
shares
|
$807,657
0.07% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
17,009
shares
|
$804,865
0.13% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
17,001
shares
|
$804,487
0.56% of portfolio
|
Q3 2024
Reduced 17.77%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
17,000
shares
|
$804,440
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
16,934
shares
|
$801,316
0.2% of portfolio
|
Q3 2024
Reduced 33.55%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
16,926
shares
|
$800,938
0.48% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
16,909
shares
|
$800,133
0.04% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
16,864
shares
|
$798,004
0.03% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
16,762
shares
|
$793,177
0.06% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
16,720
shares
|
$791,190
0.3% of portfolio
|
Q4 2022
Added 0.03%
|