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 |
|---|---|---|---|---|---|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
6,709
shares
|
$317,469
0.14% of portfolio
|
Q2 2024
Added 7.71%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
6,677
shares
|
$315,955
0.18% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
6,654
shares
|
$314,867
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
6,635
shares
|
$313,968
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,624
shares
|
$313,447
0.02% of portfolio
|
Q4 2022
Reduced 14.73%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
6,620
shares
|
$313,258
0.39% of portfolio
|
Q2 2024
Added 3.92%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
6,594
shares
|
$312,028
0.04% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
6,588
shares
|
$311,744
0.24% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
6,576
shares
|
$311,176
0.21% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
6,550
shares
|
$309,946
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
6,550
shares
|
$309,946
0.01% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
6,537
shares
|
$309,330
0.11% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
6,497
shares
|
$307,438
0.01% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,487
shares
|
$306,964
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,483
shares
|
$306,775
0.04% of portfolio
|
Q3 2024
Added 28.48%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
6,483
shares
|
$306,775
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,480
shares
|
$306,633
0.12% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
6,461
shares
|
$305,734
0.12% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
6,445
shares
|
$304,977
0.03% of portfolio
|
Q2 2023
Reduced 2.98%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
6,430
shares
|
$304,267
0.23% of portfolio
|
Q3 2022
Added 13.4%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
6,423
shares
|
$303,936
0.01% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,416
shares
|
$303,605
0.02% of portfolio
|
Q2 2023
Added 1.83%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
6,415
shares
|
$303,557
0.03% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
6,349
shares
|
$300,434
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
6,337
shares
|
$299,866
0.03% of portfolio
|
Q3 2024
Added 0.17%
|