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 |
|---|---|---|---|---|---|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
257,785
shares
|
$12.6 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
256,847
shares
|
$12.6 Million
1.19% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
256,354
shares
|
$12.6 Million
1.77% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
255,187
shares
|
$12.5 Million
0.03% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
254,426
shares
|
$12.5 Million
0.58% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
251,586
shares
|
$12.3 Million
0.1% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
251,086
shares
|
$12.3 Million
0.04% of portfolio
|
Q3 2024
Added 74.55%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
250,000
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
248,584
shares
|
$12.2 Million
0.11% of portfolio
|
Q3 2024
Added 19.06%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
248,410
shares
|
$12.2 Million
0.41% of portfolio
|
Q4 2021
Reduced 2.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
245,901
shares
|
$12 Million
0.17% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
245,135
shares
|
$12 Million
5.09% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
242,694
shares
|
$11.9 Million
2.08% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
242,405
shares
|
$11.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
241,691
shares
|
$11.8 Million
5.71% of portfolio
|
Q3 2024
Added 29.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
240,944
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
240,704
shares
|
$11.8 Million
1.72% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
235,586
shares
|
$11.5 Million
0.32% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
233,731
shares
|
$11.5 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
227,057
shares
|
$11.1 Million
0.32% of portfolio
|
Q3 2024
Added 45.13%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
224,024
shares
|
$11 Million
0.65% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
221,946
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
219,989
shares
|
$10.8 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
219,254
shares
|
$10.7 Million
0.29% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
216,514
shares
|
$10.6 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.85%
|