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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
408,348
shares
|
$20.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
407,125
shares
|
$20.7 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
402,501
shares
|
$20.5 Million
1.11% of portfolio
|
Q4 2024
Added 2709.39%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
401,149
shares
|
$20.4 Million
1.0% of portfolio
|
Q3 2024
Added 5664.46%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
393,441
shares
|
$20 Million
0.02% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
391,926
shares
|
$19.9 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
391,089
shares
|
$19.9 Million
1.2% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
390,187
shares
|
$19.8 Million
0.12% of portfolio
|
Q3 2024
Added 23.01%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
388,520
shares
|
$19.8 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
387,764
shares
|
$19.7 Million
1.8% of portfolio
|
Q4 2024
Reduced 43.21%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
386,800
shares
|
$19.7 Million
20.59% of portfolio
|
Q4 2018
Added 41048.94%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
383,291
shares
|
$19.5 Million
1.81% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
361,760
shares
|
$18.4 Million
5.89% of portfolio
|
Q4 2024
Added 4467.1%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
358,189
shares
|
$18.2 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
356,688
shares
|
$18.1 Million
3.98% of portfolio
|
Q4 2024
Added 5784.97%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
353,889
shares
|
$18 Million
0.33% of portfolio
|
Q3 2024
Added 21.65%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
347,758
shares
|
$17.7 Million
0.06% of portfolio
|
Q3 2024
Added 22.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
345,026
shares
|
$17.5 Million
0.69% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Dec 12, 2024 Q3 2024 |
344,320
shares
|
$17.5 Million
2.06% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
342,258
shares
|
$17.4 Million
0.4% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
341,694
shares
|
$17.4 Million
0.57% of portfolio
|
Q3 2024
Added 335.76%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
341,491
shares
|
$17.4 Million
0.11% of portfolio
|
Q3 2024
Added 141.63%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
340,496
shares
|
$17.3 Million
2.39% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
338,323
shares
|
$17.2 Million
2.92% of portfolio
|
Q1 2023
Reduced 0.3%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
336,805
shares
|
$17.1 Million
6.23% of portfolio
|
Q3 2024
Added 2.07%
|