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 |
|---|---|---|---|---|---|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
7,609
shares
|
$360,057
0.08% of portfolio
|
Q3 2024
Added 15.94%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
7,604
shares
|
$359,821
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,600
shares
|
$359,632
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
7,593
shares
|
$359,300
0.02% of portfolio
|
Q2 2023
Reduced 31.24%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
7,588
shares
|
$359,064
0.17% of portfolio
|
Q2 2022
Reduced 6.27%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,562
shares
|
$357,833
0.02% of portfolio
|
Q2 2022
Reduced 6.03%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
7,545
shares
|
$357,029
0.08% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
7,508
shares
|
$355,278
0.13% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
7,459
shares
|
$352,959
0.03% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
7,439
shares
|
$352,013
0.08% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
7,430
shares
|
$351,587
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
7,430
shares
|
$351,587
0.06% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
7,406
shares
|
$350,451
0.03% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
7,398
shares
|
$350,073
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
7,370
shares
|
$348,748
0.12% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,360
shares
|
$348,275
0.09% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
7,328
shares
|
$346,760
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
7,317
shares
|
$346,240
0.11% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,316
shares
|
$346,193
0.04% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
7,300
shares
|
$345,436
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
7,252
shares
|
$343,164
6.06% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
7,250
shares
|
$343,070
0.13% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
7,233
shares
|
$342,265
0.15% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
7,189
shares
|
$340,183
0.12% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
7,179
shares
|
$339,710
0.02% of portfolio
|
Q3 2024
Added 2.08%
|