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 |
|---|---|---|---|---|---|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
4,686
shares
|
$221,741
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
4,679
shares
|
$221,410
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
4,657
shares
|
$220,369
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
4,653
shares
|
$220,179
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
4,648
shares
|
$219,943
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,633
shares
|
$219,233
0.02% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
4,626
shares
|
$218,902
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
4,625
shares
|
$218,855
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
4,609
shares
|
$218,097
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
4,605
shares
|
$217,908
0.15% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
4,603
shares
|
$217,813
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,601
shares
|
$217,719
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
4,596
shares
|
$217,482
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,590
shares
|
$217,198
0.0% of portfolio
|
Q4 2023
Reduced 40.76%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
4,573
shares
|
$216,394
0.09% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
4,564
shares
|
$215,968
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
4,554
shares
|
$215,495
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
4,553
shares
|
$215,447
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
4,551
shares
|
$215,353
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
4,544
shares
|
$215,022
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
4,515
shares
|
$213,649
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
4,496
shares
|
$212,750
0.13% of portfolio
|
Q2 2024
Added 6.92%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
4,480
shares
|
$211,993
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
4,465
shares
|
$211,283
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
4,447
shares
|
$210,432
0.1% of portfolio
|
Q3 2024
New holding
|