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 1,839 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 $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
315,874
shares
|
$15.5 Million
0.04% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
313,402
shares
|
$15.4 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
310,624
shares
|
$15.2 Million
0.42% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
309,049
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2024
Added 165.27%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
306,668
shares
|
$15 Million
1.45% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
303,016
shares
|
$14.8 Million
2.08% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
298,195
shares
|
$14.6 Million
4.36% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
292,784
shares
|
$14.3 Million
1.72% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
289,218
shares
|
$14.2 Million
0.04% of portfolio
|
Q3 2024
Added 143.94%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
286,991
shares
|
$14.1 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
280,016
shares
|
$13.7 Million
1.54% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
279,498
shares
|
$13.7 Million
3.94% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
279,107
shares
|
$13.7 Million
6.31% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
279,046
shares
|
$13.7 Million
0.48% of portfolio
|
Q4 2023
Reduced 23.93%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
278,173
shares
|
$13.6 Million
2.5% of portfolio
|
Q2 2024
Added 10656.88%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
277,884
shares
|
$13.6 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
274,892
shares
|
$13.5 Million
1.41% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
272,965
shares
|
$13.4 Million
1.23% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
272,959
shares
|
$13.4 Million
0.08% of portfolio
|
Q3 2024
Added 3262.81%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
271,943
shares
|
$13.3 Million
3.17% of portfolio
|
Q3 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
271,578
shares
|
$13.3 Million
3.7% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
271,290
shares
|
$13.3 Million
0.51% of portfolio
|
Q3 2024
Added 67.16%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
264,285
shares
|
$12.9 Million
0.83% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
263,801
shares
|
$12.9 Million
0.22% of portfolio
|
Q3 2022
Reduced 7.32%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
259,116
shares
|
$12.7 Million
0.34% of portfolio
|
Q3 2024
Added 66.52%
|