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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
7,164
shares
|
$339,000
0.06% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
7,108
shares
|
$336,350
0.17% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
7,048
shares
|
$333,511
0.07% of portfolio
|
Q3 2024
Added 12.68%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
7,045
shares
|
$333,369
0.02% of portfolio
|
Q3 2024
Added 100.71%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
7,023
shares
|
$332,328
0.25% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
7,000
shares
|
$331,240
0.06% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
6,997
shares
|
$331,098
0.09% of portfolio
|
Q3 2024
Reduced 23.66%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
6,988
shares
|
$330,672
0.16% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
6,985
shares
|
$330,530
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
6,980
shares
|
$330,293
0.21% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6,946
shares
|
$328,684
0.07% of portfolio
|
Q3 2024
Added 35.06%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
6,928
shares
|
$327,832
0.05% of portfolio
|
Q4 2023
Reduced 13.42%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
6,910
shares
|
$326,981
0.05% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
6,903
shares
|
$326,649
0.01% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
6,897
shares
|
$326,366
0.08% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
6,870
shares
|
$325,088
0.05% of portfolio
|
Q3 2024
Added 62.07%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,847
shares
|
$324,000
0.01% of portfolio
|
Q1 2024
Reduced 46.49%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
6,845
shares
|
$323,905
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
6,837
shares
|
$323,526
0.18% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,793
shares
|
$321,444
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
6,778
shares
|
$320,734
0.1% of portfolio
|
Q3 2024
Reduced 44.82%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,765
shares
|
$320,119
0.01% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
6,741
shares
|
$318,984
0.07% of portfolio
|
Q3 2024
Added 209.36%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,741
shares
|
$318,984
0.11% of portfolio
|
Q2 2022
Added 4.09%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
6,726
shares
|
$318,274
0.07% of portfolio
|
Q1 2024
Added 1.82%
|