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 |
|---|---|---|---|---|---|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
9,100
shares
|
$430,612
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,081
shares
|
$429,712
0.03% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
9,016
shares
|
$426,637
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
8,966
shares
|
$424,271
0.03% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
8,955
shares
|
$423,750
0.79% of portfolio
|
Q3 2024
Reduced 84.67%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
8,944
shares
|
$423,230
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,936
shares
|
$422,851
0.22% of portfolio
|
Q2 2024
Reduced 19.69%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
8,916
shares
|
$421,905
0.01% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,901
shares
|
$421,195
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
8,900
shares
|
$421,148
0.25% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
8,893
shares
|
$420,816
0.02% of portfolio
|
Q3 2024
Added 165.86%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
8,868
shares
|
$419,633
0.03% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,860
shares
|
$419,255
0.06% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
8,834
shares
|
$418,024
0.15% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
8,798
shares
|
$416,321
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
8,795
shares
|
$416,179
0.08% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
8,765
shares
|
$414,759
0.01% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,757
shares
|
$414,381
0.02% of portfolio
|
Q3 2023
Reduced 70.85%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
8,683
shares
|
$410,879
0.26% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,647
shares
|
$409,176
0.01% of portfolio
|
Q3 2022
Added 1.34%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
8,615
shares
|
$407,661
0.24% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
8,597
shares
|
$406,810
0.15% of portfolio
|
Q3 2024
Added 24.65%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,590
shares
|
$406,478
0.06% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
8,588
shares
|
$406,384
0.25% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
8,554
shares
|
$404,775
0.11% of portfolio
|
Q3 2024
Reduced 14.92%
|