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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,896
shares
|
$278,998
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
5,887
shares
|
$278,572
0.1% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
5,829
shares
|
$275,828
0.02% of portfolio
|
Q3 2024
Reduced 51.84%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
5,819
shares
|
$275,355
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
5,812
shares
|
$275,023
0.03% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
5,810
shares
|
$274,929
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,801
shares
|
$274,503
0.1% of portfolio
|
Q3 2024
Reduced 39.01%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,793
shares
|
$274,124
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
5,788
shares
|
$273,888
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
5,776
shares
|
$273,320
0.03% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
5,775
shares
|
$273,273
0.12% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
5,747
shares
|
$271,948
0.07% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
5,746
shares
|
$271,900
0.02% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
5,740
shares
|
$271,616
0.14% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
5,728
shares
|
$271,048
0.18% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
5,727
shares
|
$271,001
0.06% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
5,727
shares
|
$271,001
0.05% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
5,706
shares
|
$270,007
0.1% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
5,681
shares
|
$268,824
0.08% of portfolio
|
Q3 2022
Reduced 10.73%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
5,681
shares
|
$268,824
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
5,672
shares
|
$268,399
0.03% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
5,665
shares
|
$268,067
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
5,654
shares
|
$267,547
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
5,649
shares
|
$267,310
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
5,647
shares
|
$267,216
0.03% of portfolio
|
Q3 2024
Reduced 3.72%
|