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 |
|---|---|---|---|---|---|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
688,900
shares
|
$35 Million
2.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
687,907
shares
|
$35 Million
6.15% of portfolio
|
Q3 2024
Added 59.02%
|
|
|
Tiff Advisory Services Inc
|
Nov 05, 2024 Q3 2024 |
685,770
shares
|
$34.9 Million
10.33% of portfolio
|
Q2 2024
Added 88.94%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
666,255
shares
|
$33.9 Million
0.14% of portfolio
|
Q2 2023
Reduced 97.43%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
660,710
shares
|
$33.6 Million
3.88% of portfolio
|
Q3 2024
Added 539.65%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
657,738
shares
|
$33.4 Million
8.0% of portfolio
|
Q3 2024
Added 84442.16%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
651,204
shares
|
$33.1 Million
2.38% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
647,898
shares
|
$32.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 35.71%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
639,101
shares
|
$32.5 Million
6.04% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
608,289
shares
|
$30.9 Million
5.07% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
605,355
shares
|
$30.8 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
602,938
shares
|
$30.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
600,000
shares
|
$30.5 Million
0.12% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
598,048
shares
|
$30.4 Million
0.11% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
584,291
shares
|
$29.7 Million
2.12% of portfolio
|
Q3 2024
Added 9248.66%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
563,280
shares
|
$28.6 Million
2.46% of portfolio
|
N/A
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
560,845
shares
|
$28.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
552,355
shares
|
$28.1 Million
1.66% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
537,641
shares
|
$27.3 Million
6.32% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
535,908
shares
|
$27.3 Million
0.04% of portfolio
|
Q3 2024
Added 378.81%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
534,579
shares
|
$27.2 Million
7.57% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
533,175
shares
|
$27.1 Million
0.03% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
529,972
shares
|
$26.9 Million
0.24% of portfolio
|
Q3 2024
Added 13.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
511,046
shares
|
$26 Million
0.04% of portfolio
|
Q3 2024
Reduced 33.05%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
483,943
shares
|
$24.6 Million
1.46% of portfolio
|
Q4 2024
Added 17.62%
|