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 |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
8,434
shares
|
$428,868
0.14% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
8,419
shares
|
$428,106
0.65% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,382
shares
|
$426,224
0.02% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
8,380
shares
|
$426,123
0.29% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
8,377
shares
|
$425,970
0.17% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
8,357
shares
|
$424,953
0.08% of portfolio
|
Q4 2024
Added 208.04%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
8,353
shares
|
$424,750
0.08% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
8,334
shares
|
$423,783
0.1% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
8,285
shares
|
$421,292
0.04% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,232
shares
|
$418,597
0.04% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
8,232
shares
|
$418,597
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
8,224
shares
|
$418,190
0.05% of portfolio
|
Q4 2024
Reduced 25.03%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
8,186
shares
|
$416,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,169
shares
|
$415,393
0.1% of portfolio
|
Q2 2022
Added 54.02%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
8,138
shares
|
$413,817
0.08% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
8,117
shares
|
$412,749
0.12% of portfolio
|
Q4 2024
Reduced 65.04%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
8,113
shares
|
$412,546
0.01% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
8,073
shares
|
$410,512
0.07% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,052
shares
|
$409,444
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
8,039
shares
|
$408,783
0.04% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
8,025
shares
|
$408,071
0.1% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
8,020
shares
|
$407,817
0.05% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
8,012
shares
|
$407,410
0.26% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
8,000
shares
|
$406,800
0.17% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$406,800
0.01% of portfolio
|
Q3 2024
Reduced 55.56%
|