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 |
|---|---|---|---|---|---|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
12,469
shares
|
$590,033
0.12% of portfolio
|
Q3 2024
Added 27.21%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
12,346
shares
|
$584,212
0.02% of portfolio
|
Q3 2024
Added 262.48%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
12,289
shares
|
$581,515
0.16% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
12,288
shares
|
$581,468
0.02% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,279
shares
|
$581,042
0.06% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
12,227
shares
|
$578,581
0.06% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,212
shares
|
$577,871
0.1% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
12,174
shares
|
$576,073
0.04% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
12,161
shares
|
$575,458
0.02% of portfolio
|
Q3 2024
Added 113.5%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
12,160
shares
|
$575,411
0.1% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12,144
shares
|
$574,654
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
12,133
shares
|
$574,133
0.16% of portfolio
|
Q3 2024
Added 22.1%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
12,110
shares
|
$573,045
0.01% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
12,024
shares
|
$568,975
0.04% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
12,000
shares
|
$567,840
0.44% of portfolio
|
Q3 2023
Reduced 1.61%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
11,990
shares
|
$567,366
0.05% of portfolio
|
Q2 2024
Added 534.39%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
11,970
shares
|
$566,420
0.02% of portfolio
|
Q3 2024
Reduced 22.11%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
11,969
shares
|
$566,373
0.24% of portfolio
|
Q3 2024
Added 66.63%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
11,950
shares
|
$565,474
0.15% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
11,949
shares
|
$565,426
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,930
shares
|
$564,527
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
11,922
shares
|
$564,149
0.21% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
11,907
shares
|
$563,439
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
11,881
shares
|
$562,208
0.04% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 06, 2025 Q3 2024 |
11,817
shares
|
$559,180
0.37% of portfolio
|
Q1 2024
Added 0.7%
|