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 |
|---|---|---|---|---|---|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
12,524
shares
|
$648,993
0.08% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
12,499
shares
|
$647,698
0.01% of portfolio
|
Q4 2024
Added 23.11%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
12,479
shares
|
$646,661
0.2% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
12,405
shares
|
$642,827
0.11% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
12,346
shares
|
$639,769
0.02% of portfolio
|
Q3 2024
Added 262.48%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
12,288
shares
|
$636,764
0.02% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
12,280
shares
|
$636,349
0.05% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,279
shares
|
$636,297
0.06% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
12,279
shares
|
$636,297
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
12,271
shares
|
$635,883
0.02% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,237
shares
|
$634,121
0.22% of portfolio
|
Q4 2024
Added 56.3%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
12,230
shares
|
$633,758
0.2% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
12,227
shares
|
$633,603
0.07% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,212
shares
|
$632,825
0.1% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
12,178
shares
|
$631,063
0.19% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
12,160
shares
|
$630,131
0.1% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
12,151
shares
|
$629,664
0.04% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
12,150
shares
|
$629,613
0.0% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
12,149
shares
|
$629,561
0.1% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12,144
shares
|
$629,302
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
12,083
shares
|
$626,141
0.01% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
12,050
shares
|
$624,431
0.04% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
12,000
shares
|
$621,840
0.44% of portfolio
|
Q3 2023
Reduced 1.61%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
11,990
shares
|
$621,321
0.05% of portfolio
|
Q2 2024
Added 534.39%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
11,986
shares
|
$621,114
0.04% of portfolio
|
Q4 2024
Reduced 1.54%
|