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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
224,024
shares
|
$11.4 Million
0.65% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
221,946
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
219,254
shares
|
$11.1 Million
0.29% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
216,733
shares
|
$11 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
215,783
shares
|
$11 Million
1.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
214,400
shares
|
$10.9 Million
0.43% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
212,912
shares
|
$10.8 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
211,895
shares
|
$10.8 Million
1.16% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
210,697
shares
|
$10.7 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
210,279
shares
|
$10.7 Million
0.37% of portfolio
|
Q4 2024
Added 58.65%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
210,170
shares
|
$10.7 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
209,787
shares
|
$10.7 Million
0.6% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
208,545
shares
|
$10.6 Million
0.89% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
207,683
shares
|
$10.6 Million
0.12% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
207,463
shares
|
$10.5 Million
1.47% of portfolio
|
Q1 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
207,378
shares
|
$10.5 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
207,167
shares
|
$10.5 Million
2.8% of portfolio
|
Q4 2024
Added 24.46%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
200,545
shares
|
$10.2 Million
0.72% of portfolio
|
Q3 2024
Added 1826.46%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
200,000
shares
|
$10.2 Million
0.38% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
199,553
shares
|
$10.1 Million
2.57% of portfolio
|
Q3 2024
Reduced 25.35%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
196,279
shares
|
$9.98 Million
3.49% of portfolio
|
Q3 2024
Reduced 39.68%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
195,677
shares
|
$9.95 Million
1.13% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
193,527
shares
|
$9.84 Million
1.14% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
193,483
shares
|
$9.84 Million
0.12% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
191,432
shares
|
$9.73 Million
0.85% of portfolio
|
Q4 2024
Added 20.2%
|