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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
16,634
shares
|
$787,120
0.28% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
16,618
shares
|
$786,363
0.01% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
16,574
shares
|
$784,281
0.2% of portfolio
|
Q3 2024
Added 75.24%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
16,514
shares
|
$781,442
0.31% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
16,491
shares
|
$780,354
0.02% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
16,441
shares
|
$777,988
0.11% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
16,407
shares
|
$776,379
0.05% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
16,406
shares
|
$776,331
0.08% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
16,377
shares
|
$774,959
0.24% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
16,322
shares
|
$772,357
0.04% of portfolio
|
Q2 2024
Added 6.81%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
16,225
shares
|
$767,767
0.02% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
16,225
shares
|
$767,767
0.23% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
16,145
shares
|
$763,981
0.01% of portfolio
|
Q3 2024
Added 24.19%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
16,144
shares
|
$763,934
0.06% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
16,127
shares
|
$763,129
0.06% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
16,122
shares
|
$762,893
0.87% of portfolio
|
Q2 2022
Reduced 24.58%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
16,093
shares
|
$761,520
0.14% of portfolio
|
Q3 2024
Reduced 44.85%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
16,075
shares
|
$760,669
0.17% of portfolio
|
Q4 2022
Reduced 6.07%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,012
shares
|
$757,687
0.34% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
15,990
shares
|
$756,646
0.43% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
15,971
shares
|
$755,747
0.04% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
15,878
shares
|
$751,346
0.03% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,866
shares
|
$750,779
0.17% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
15,860
shares
|
$750,495
0.17% of portfolio
|
Q2 2024
Reduced 30.92%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
15,826
shares
|
$748,886
0.64% of portfolio
|
Q3 2024
Added 0.76%
|