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 1,846 institutions that hold shares in the stock, with a total of 696 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
1,872
shares
|
$88,583
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,826
shares
|
$86,406
0.04% of portfolio
|
Q3 2024
Reduced 27.71%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,810
shares
|
$85,649
0.03% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
1,770
shares
|
$83,756
0.03% of portfolio
|
Q4 2023
Added 30.1%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,763
shares
|
$83,425
0.06% of portfolio
|
Q4 2023
Reduced 14.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
1,755
shares
|
$83,046
0.03% of portfolio
|
Q3 2024
Reduced 11.36%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
1,737
shares
|
$82,194
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
1,712
shares
|
$81,011
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
1,705
shares
|
$80,680
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,694
shares
|
$80,160
0.0% of portfolio
|
Q4 2024
Reduced 19.1%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,681
shares
|
$79,544
0.03% of portfolio
|
Q2 2023
Added 16.57%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
1,614
shares
|
$76,374
0.04% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
1,602
shares
|
$75,806
0.06% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
1,581
shares
|
$74,812
0.02% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,559
shares
|
$73,771
0.01% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,517
shares
|
$71,784
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,509
shares
|
$71,405
0.04% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,502
shares
|
$71,074
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
1,485
shares
|
$70,270
0.04% of portfolio
|
Q2 2024
Reduced 25.19%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,470
shares
|
$69,560
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
1,452
shares
|
$68,708
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,444
shares
|
$68,330
0.01% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
1,402
shares
|
$66,342
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,361
shares
|
$64,402
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,355
shares
|
$64,118
0.0% of portfolio
|
Q3 2024
Added 479.19%
|