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 1,869 institutions that hold shares in the stock, with a total of 703 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,271
shares
|
$166,330
0.01% of portfolio
|
Q3 2023
Added 1340.97%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
3,190
shares
|
$162,211
0.01% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,136
shares
|
$159,465
0.03% of portfolio
|
Q1 2024
Reduced 42.1%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
3,115
shares
|
$158,397
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
3,039
shares
|
$154,533
0.01% of portfolio
|
Q2 2024
Added 106.59%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,015
shares
|
$153,312
0.0% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$152,550
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
3,000
shares
|
$152,550
0.04% of portfolio
|
Q2 2023
Reduced 94.44%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,989
shares
|
$151,990
0.06% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
2,980
shares
|
$151,533
0.02% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,943
shares
|
$149,651
0.01% of portfolio
|
Q3 2020
Reduced 20.42%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
2,700
shares
|
$137,295
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,639
shares
|
$134,193
0.05% of portfolio
|
Q1 2024
Reduced 49.63%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
2,600
shares
|
$132,210
0.03% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
2,596
shares
|
$132,006
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
2,559
shares
|
$130,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
2,506
shares
|
$127,430
0.02% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,500
shares
|
$127,125
0.02% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,449
shares
|
$124,531
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
2,428
shares
|
$123,463
0.05% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
2,407
shares
|
$122,395
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
2,405
shares
|
$122,294
0.05% of portfolio
|
Q2 2024
Added 31.06%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,401
shares
|
$122,090
0.02% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,377
shares
|
$120,870
0.02% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
2,338
shares
|
$118,887
0.0% of portfolio
|
Q3 2024
Added 56.6%
|