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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
128,320
shares
|
$6.53 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
126,815
shares
|
$6.45 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
126,388
shares
|
$6.43 Million
0.28% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
125,286
shares
|
$6.37 Million
0.94% of portfolio
|
Q3 2023
Reduced 19.89%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
124,636
shares
|
$6.34 Million
4.15% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
124,425
shares
|
$6.33 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
123,315
shares
|
$6.27 Million
0.5% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
122,418
shares
|
$6.22 Million
4.11% of portfolio
|
Q4 2024
Added 2086.43%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
122,173
shares
|
$6.21 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
122,149
shares
|
$6.21 Million
0.67% of portfolio
|
Q4 2024
Added 222.39%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
121,724
shares
|
$6.19 Million
4.22% of portfolio
|
Q4 2022
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
120,818
shares
|
$6.14 Million
0.28% of portfolio
|
Q3 2024
Reduced 56.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
120,655
shares
|
$6.14 Million
0.12% of portfolio
|
Q3 2024
Reduced 57.47%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
118,371
shares
|
$6.02 Million
1.4% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
118,347
shares
|
$6.02 Million
0.11% of portfolio
|
Q3 2024
Added 20.28%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
118,019
shares
|
$6 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
116,786
shares
|
$5.94 Million
0.47% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
116,641
shares
|
$5.93 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
116,065
shares
|
$5.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
115,103
shares
|
$5.85 Million
0.84% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
114,792
shares
|
$5.84 Million
0.12% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
113,852
shares
|
$5.79 Million
2.86% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
113,088
shares
|
$5.75 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
112,509
shares
|
$5.72 Million
0.5% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
112,351
shares
|
$5.71 Million
0.24% of portfolio
|
Q3 2024
Added 6.26%
|