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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
14,769
shares
|
$698,869
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
14,764
shares
|
$698,632
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
14,687
shares
|
$694,988
0.08% of portfolio
|
Q3 2024
Added 138.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
14,602
shares
|
$690,966
0.02% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
14,594
shares
|
$690,588
0.54% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
14,546
shares
|
$688,316
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
14,542
shares
|
$688,127
0.37% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
14,492
shares
|
$685,761
0.06% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
14,488
shares
|
$685,572
0.72% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
14,470
shares
|
$684,720
0.01% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
14,460
shares
|
$684,247
0.17% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
14,448
shares
|
$683,679
0.39% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
14,383
shares
|
$680,603
0.23% of portfolio
|
Q3 2024
Added 29.75%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
14,345
shares
|
$678,805
0.09% of portfolio
|
Q4 2023
Reduced 7.91%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
14,327
shares
|
$677,953
0.04% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,309
shares
|
$677,101
0.02% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
14,300
shares
|
$676,676
0.26% of portfolio
|
Q4 2022
Reduced 2.1%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,297
shares
|
$676,534
0.04% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
14,268
shares
|
$675,161
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
14,245
shares
|
$674,073
0.01% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
14,083
shares
|
$666,407
0.02% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
14,023
shares
|
$663,568
0.05% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,005
shares
|
$662,716
0.01% of portfolio
|
Q2 2022
Reduced 0.82%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
13,992
shares
|
$662,101
0.29% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
13,947
shares
|
$659,972
0.18% of portfolio
|
Q3 2024
Added 0.83%
|