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 1,869 institutions that hold shares in the stock, with a total of 703 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,115
shares
|
$565,197
0.13% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
11,113
shares
|
$565,096
0.11% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,105
shares
|
$564,689
0.03% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
11,075
shares
|
$563,163
0.17% of portfolio
|
Q3 2024
Added 31.16%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
11,055
shares
|
$562,146
0.07% of portfolio
|
Q3 2024
Added 33.92%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
11,038
shares
|
$561,282
0.11% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
11,015
shares
|
$560,112
0.01% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
10,995
shares
|
$559,095
0.06% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
10,902
shares
|
$554,366
0.21% of portfolio
|
Q4 2024
Added 26.81%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
10,835
shares
|
$550,959
0.01% of portfolio
|
Q4 2024
Added 92.66%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
10,821
shares
|
$550,247
0.29% of portfolio
|
Q3 2024
Added 22.67%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,698
shares
|
$543,993
0.04% of portfolio
|
Q3 2024
Reduced 17.4%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
10,652
shares
|
$541,654
0.03% of portfolio
|
Q2 2024
Added 119.0%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
10,650
shares
|
$541,552
0.24% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
10,635
shares
|
$540,789
0.49% of portfolio
|
Q4 2024
Added 241.63%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
10,546
shares
|
$536,264
0.04% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
10,536
shares
|
$535,755
0.09% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,475
shares
|
$532,653
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
10,470
shares
|
$532,399
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
10,452
shares
|
$531,484
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
10,401
shares
|
$528,890
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
10,400
shares
|
$528,840
0.27% of portfolio
|
Q3 2024
Reduced 22.03%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,380
shares
|
$527,823
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
10,355
shares
|
$526,551
0.12% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,322
shares
|
$524,873
0.04% of portfolio
|
Q2 2023
Added 1.2%
|