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 |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
9,812
shares
|
$464,303
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
9,799
shares
|
$463,688
0.35% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
9,777
shares
|
$462,647
0.16% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,723
shares
|
$460,092
0.05% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
9,719
shares
|
$459,903
0.01% of portfolio
|
Q1 2024
Reduced 18.31%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
9,710
shares
|
$459,477
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
9,701
shares
|
$459,051
0.13% of portfolio
|
Q2 2024
Reduced 14.51%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
9,665
shares
|
$457,347
0.01% of portfolio
|
Q3 2024
Added 87.89%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
9,640
shares
|
$456,164
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
9,606
shares
|
$454,555
0.15% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
9,600
shares
|
$454,272
0.31% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
9,599
shares
|
$454,224
0.01% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,568
shares
|
$452,757
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
9,525
shares
|
$450,723
0.1% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,510
shares
|
$450,013
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
9,465
shares
|
$447,883
0.05% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
9,440
shares
|
$446,700
0.01% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
9,419
shares
|
$445,707
0.02% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
9,398
shares
|
$444,713
0.29% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
9,325
shares
|
$441,259
0.02% of portfolio
|
Q2 2024
Added 18.08%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
9,311
shares
|
$440,596
0.05% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
9,272
shares
|
$438,751
0.01% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
9,231
shares
|
$436,810
0.19% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
9,190
shares
|
$434,870
0.01% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
9,116
shares
|
$431,369
0.3% of portfolio
|
Q3 2024
Reduced 0.14%
|