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 |
|---|---|---|---|---|---|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
4,442
shares
|
$210,195
0.03% of portfolio
|
Q3 2024
Reduced 60.68%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,435
shares
|
$209,864
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
4,430
shares
|
$209,627
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
4,388
shares
|
$207,640
0.02% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 07, 2025 Q4 2024 |
4,333
shares
|
$205,037
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,313
shares
|
$204,091
0.02% of portfolio
|
Q3 2024
Added 114.26%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
4,290
shares
|
$203,002
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
4,250
shares
|
$201,110
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
4,242
shares
|
$200,731
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,238
shares
|
$200,542
0.02% of portfolio
|
Q3 2022
Added 36.36%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,161
shares
|
$196,898
0.03% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,150
shares
|
$196,378
0.25% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
4,079
shares
|
$193,018
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
4,026
shares
|
$190,510
0.07% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
4,000
shares
|
$189,280
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,976
shares
|
$188,144
0.07% of portfolio
|
Q1 2024
Added 670.54%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,937
shares
|
$186,298
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,821
shares
|
$180,809
0.08% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,800
shares
|
$179,816
0.03% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,714
shares
|
$175,746
0.01% of portfolio
|
Q3 2024
Added 747.95%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,674
shares
|
$173,853
0.03% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
3,672
shares
|
$173,759
0.0% of portfolio
|
Q1 2024
Added 2.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,550
shares
|
$167,986
0.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,530
shares
|
$167,039
0.13% of portfolio
|
Q3 2024
Reduced 90.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
3,505
shares
|
$165,856
0.0% of portfolio
|
Q3 2024
Reduced 2.77%
|