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 |
---|---|---|---|---|---|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
11,809
shares
|
$558,801
0.6% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,796
shares
|
$558,186
0.1% of portfolio
|
Q2 2023
Reduced 1.24%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
11,780
shares
|
$557,429
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,737
shares
|
$555,394
0.01% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
11,718
shares
|
$554,495
0.05% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
11,717
shares
|
$554,448
0.02% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
11,700
shares
|
$553,644
0.19% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
11,693
shares
|
$553,312
0.06% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,595
shares
|
$548,675
0.03% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
11,590
shares
|
$548,438
0.16% of portfolio
|
Q3 2021
New holding
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
11,569
shares
|
$547,445
0.01% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
11,544
shares
|
$546,262
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
11,544
shares
|
$546,262
0.24% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
11,521
shares
|
$545,173
0.15% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
11,472
shares
|
$542,855
0.2% of portfolio
|
Q3 2024
New holding
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
11,454
shares
|
$542,003
0.03% of portfolio
|
Q3 2024
New holding
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
11,420
shares
|
$540,394
0.01% of portfolio
|
Q3 2024
Added 14.49%
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
11,356
shares
|
$537,365
0.18% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
11,308
shares
|
$535,094
0.06% of portfolio
|
Q3 2024
Reduced 97.28%
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
11,243
shares
|
$532,018
0.35% of portfolio
|
Q1 2024
Reduced 9.64%
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
11,236
shares
|
$531,687
0.07% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
11,236
shares
|
$531,687
0.01% of portfolio
|
Q3 2024
Added 60.91%
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
11,231
shares
|
$531,450
0.21% of portfolio
|
Q4 2024
Added 83.96%
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
11,225
shares
|
$531,167
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
11,184
shares
|
$529,226
0.02% of portfolio
|
Q3 2024
Reduced 29.99%
|