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 |
|---|---|---|---|---|---|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,305
shares
|
$251,032
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
5,299
shares
|
$250,748
0.1% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
5,279
shares
|
$249,802
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,273
shares
|
$249,518
0.01% of portfolio
|
Q1 2024
Reduced 27.0%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
5,260
shares
|
$248,903
0.02% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
5,250
shares
|
$248,430
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
5,244
shares
|
$248,146
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,239
shares
|
$247,909
0.14% of portfolio
|
Q1 2023
Reduced 1.39%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
5,234
shares
|
$247,672
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
5,227
shares
|
$247,341
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
5,212
shares
|
$246,631
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,198
shares
|
$245,969
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
5,188
shares
|
$245,496
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
5,181
shares
|
$245,164
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
5,177
shares
|
$244,975
0.12% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
5,150
shares
|
$243,698
0.05% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
5,150
shares
|
$243,698
0.13% of portfolio
|
Q3 2024
Reduced 33.37%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
5,148
shares
|
$243,603
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
5,133
shares
|
$242,893
0.01% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
5,122
shares
|
$242,373
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
5,089
shares
|
$240,811
0.08% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
5,072
shares
|
$240,007
0.04% of portfolio
|
Q3 2024
Reduced 16.47%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
5,061
shares
|
$239,486
0.04% of portfolio
|
Q3 2024
Reduced 24.84%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
5,050
shares
|
$238,966
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
5,028
shares
|
$237,924
0.13% of portfolio
|
Q3 2024
New holding
|