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 1,939 institutions that hold shares in the stock, with a total of 729 Million shares, which have been reported (via 13F filing form) to have a value of $37.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
14,838
shares
|
$768,905
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
14,810
shares
|
$767,454
0.29% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
14,785
shares
|
$766,158
0.08% of portfolio
|
Q4 2024
Reduced 29.21%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
14,769
shares
|
$765,329
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
14,634
shares
|
$758,333
0.53% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
14,569
shares
|
$754,965
0.55% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
14,560
shares
|
$754,499
0.09% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
14,546
shares
|
$753,773
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
14,542
shares
|
$753,566
0.37% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
14,498
shares
|
$751,286
0.78% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
14,492
shares
|
$750,975
0.06% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
14,448
shares
|
$748,695
0.39% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,434
shares
|
$747,969
0.02% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
14,417
shares
|
$747,088
0.1% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
14,345
shares
|
$743,357
0.09% of portfolio
|
Q4 2023
Reduced 7.91%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
14,309
shares
|
$741,492
0.05% of portfolio
|
Q4 2024
Added 28.85%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,309
shares
|
$741,492
0.02% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
14,300
shares
|
$741,026
0.26% of portfolio
|
Q4 2022
Reduced 2.1%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,297
shares
|
$740,870
0.04% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
14,282
shares
|
$740,093
0.06% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
14,069
shares
|
$729,055
0.03% of portfolio
|
Q4 2024
Added 202.36%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
14,020
shares
|
$726,516
0.21% of portfolio
|
Q4 2024
Added 26.59%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
14,009
shares
|
$725,946
0.05% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
14,009
shares
|
$725,946
0.32% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,005
shares
|
$725,739
0.01% of portfolio
|
Q2 2022
Reduced 0.82%
|