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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
6,337
shares
|
$299,866
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
6,310
shares
|
$298,589
0.08% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
6,306
shares
|
$298,399
0.1% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,300
shares
|
$298,116
0.07% of portfolio
|
Q1 2022
Added 20.0%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
6,300
shares
|
$298,116
0.12% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
6,270
shares
|
$296,696
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
6,265
shares
|
$296,459
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
6,241
shares
|
$295,324
0.11% of portfolio
|
Q3 2024
Reduced 45.12%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,233
shares
|
$294,945
0.16% of portfolio
|
Q2 2024
Reduced 64.55%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
6,215
shares
|
$294,093
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,212
shares
|
$293,951
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,203
shares
|
$293,525
0.01% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
6,172
shares
|
$292,059
0.11% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
6,155
shares
|
$291,254
0.03% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
6,130
shares
|
$290,071
0.19% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
6,080
shares
|
$287,705
0.08% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
6,061
shares
|
$286,806
0.06% of portfolio
|
Q2 2024
Reduced 95.2%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
6,059
shares
|
$286,711
0.06% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
6,039
shares
|
$285,765
0.07% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
6,015
shares
|
$284,629
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
6,000
shares
|
$283,920
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
5,965
shares
|
$282,263
0.04% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
5,955
shares
|
$281,790
0.03% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,940
shares
|
$281,080
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,923
shares
|
$280,276
0.05% of portfolio
|
Q3 2024
New holding
|