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 1,904 institutions that hold shares in the stock, with a total of 710 Million shares, which have been reported (via 13F filing form) to have a value of $36.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
70,170
shares
|
$3.61 Million
1.91% of portfolio
|
Q3 2024
Added 267.25%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
69,954
shares
|
$3.6 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
69,928
shares
|
$3.6 Million
1.63% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
69,004
shares
|
$3.55 Million
1.76% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,715
shares
|
$3.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
68,582
shares
|
$3.53 Million
0.52% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
68,496
shares
|
$3.53 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
67,869
shares
|
$3.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
67,695
shares
|
$3.48 Million
0.05% of portfolio
|
Q4 2024
Added 64.99%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
67,493
shares
|
$3.47 Million
2.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
67,247
shares
|
$3.46 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
66,956
shares
|
$3.45 Million
1.38% of portfolio
|
Q2 2022
Added 0.59%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
66,806
shares
|
$3.44 Million
2.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
66,720
shares
|
$3.43 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
66,439
shares
|
$3.42 Million
0.9% of portfolio
|
Q4 2024
Added 33.47%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
66,366
shares
|
$3.42 Million
0.61% of portfolio
|
Q2 2022
Reduced 0.17%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
66,314
shares
|
$3.41 Million
0.2% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
66,123
shares
|
$3.4 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
66,121
shares
|
$3.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
65,814
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
65,435
shares
|
$3.37 Million
0.32% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
65,429
shares
|
$3.37 Million
0.92% of portfolio
|
Q3 2022
Added 4.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
65,352
shares
|
$3.36 Million
0.4% of portfolio
|
Q4 2024
Added 32.79%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
65,283
shares
|
$3.36 Million
0.2% of portfolio
|
Q3 2024
Added 43.63%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
64,483
shares
|
$3.32 Million
1.62% of portfolio
|
Q4 2024
Added 23.44%
|