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 |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
615
shares
|
$31,272
0.01% of portfolio
|
Q3 2024
Added 4000.0%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
610
shares
|
$31,018
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
609
shares
|
$30,967
0.01% of portfolio
|
Q3 2024
Added 49.63%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
603
shares
|
$30,662
0.0% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
603
shares
|
$30,662
0.01% of portfolio
|
Q3 2024
Added 212.44%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
600
shares
|
$30,510
0.01% of portfolio
|
Q2 2019
Closed
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
589
shares
|
$29,950
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
574
shares
|
$29,187
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
524
shares
|
$26,645
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
500
shares
|
$25,425
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
492
shares
|
$25,018
0.01% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
489
shares
|
$24,865
0.0% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
480
shares
|
$24,408
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
465
shares
|
$23,645
0.01% of portfolio
|
Q1 2022
Reduced 62.41%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
438
shares
|
$22,272
0.0% of portfolio
|
Q3 2024
Reduced 61.51%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
436
shares
|
$22,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
427
shares
|
$21,712
0.0% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
424
shares
|
$21,560
0.0% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
422
shares
|
$21,458
0.0% of portfolio
|
Q2 2023
Reduced 69.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
400
shares
|
$20,340
0.0% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
400
shares
|
$20,340
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
400
shares
|
$20,340
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
396
shares
|
$20,136
0.01% of portfolio
|
Q2 2021
Added 39.44%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
395
shares
|
$20,085
0.01% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
390
shares
|
$19,831
0.01% of portfolio
|
Q4 2023
Reduced 15.77%
|