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 |
|---|---|---|---|---|---|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
8,553
shares
|
$404,727
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
8,527
shares
|
$403,497
0.03% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
8,499
shares
|
$402,172
0.27% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
8,472
shares
|
$400,895
0.25% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
8,450
shares
|
$399,854
0.3% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
8,434
shares
|
$399,096
0.14% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Nov 06, 2024 Q3 2024 |
8,419
shares
|
$398,387
0.67% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,382
shares
|
$396,636
0.02% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
8,380
shares
|
$396,541
0.29% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
8,377
shares
|
$396,399
0.17% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
8,353
shares
|
$395,263
0.08% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
8,344
shares
|
$394,838
0.24% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
8,334
shares
|
$394,364
0.1% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
8,285
shares
|
$392,046
0.04% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
8,248
shares
|
$390,295
0.01% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,232
shares
|
$389,538
0.04% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
8,232
shares
|
$389,538
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
8,186
shares
|
$387,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,169
shares
|
$386,557
0.1% of portfolio
|
Q2 2022
Added 54.02%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
8,138
shares
|
$385,090
0.08% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
8,073
shares
|
$382,014
0.07% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
8,070
shares
|
$381,872
0.3% of portfolio
|
Q3 2024
Reduced 27.1%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
8,039
shares
|
$380,405
0.04% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
8,025
shares
|
$379,743
0.1% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
8,020
shares
|
$379,506
0.05% of portfolio
|
Q3 2024
Reduced 3.62%
|