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 |
|---|---|---|---|---|---|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
5,011
shares
|
$237,120
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
5,011
shares
|
$237,120
0.03% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
4,998
shares
|
$236,505
0.05% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
4,995
shares
|
$236,363
0.04% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
4,986
shares
|
$235,937
0.06% of portfolio
|
Q2 2024
Added 43.03%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
4,975
shares
|
$235,417
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
4,974
shares
|
$235,369
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
4,956
shares
|
$234,517
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,955
shares
|
$234,470
0.0% of portfolio
|
Q3 2022
Reduced 12.66%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
4,941
shares
|
$233,808
0.13% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
4,924
shares
|
$233,003
0.13% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
4,924
shares
|
$233,003
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,914
shares
|
$232,530
0.06% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
4,902
shares
|
$231,962
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
4,873
shares
|
$230,590
0.19% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
4,855
shares
|
$229,738
0.07% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
4,855
shares
|
$229,738
0.12% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
4,818
shares
|
$227,987
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,787
shares
|
$226,520
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
4,785
shares
|
$226,426
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
4,751
shares
|
$224,817
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
4,750
shares
|
$224,770
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
4,739
shares
|
$224,249
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
4,703
shares
|
$222,545
0.03% of portfolio
|
Q4 2023
Added 12276.32%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
4,699
shares
|
$222,356
0.01% of portfolio
|
Q3 2024
New holding
|