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 |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
198
shares
|
$10,068
0.01% of portfolio
|
Q2 2024
Reduced 40.72%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
193
shares
|
$9,814
0.0% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
183
shares
|
$9,305
0.0% of portfolio
|
Q3 2024
Reduced 73.13%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
180
shares
|
$9,153
0.0% of portfolio
|
Q1 2022
Reduced 35.71%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
170
shares
|
$8,644
0.0% of portfolio
|
Q2 2023
Reduced 64.21%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
169
shares
|
$8,593
0.0% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
167
shares
|
$8,491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
163
shares
|
$8,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
151
shares
|
$7,678
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
144
shares
|
$7,322
0.0% of portfolio
|
Q2 2024
Added 17.07%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
140
shares
|
$7,119
0.0% of portfolio
|
Q1 2024
Reduced 72.82%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
134
shares
|
$6,813
0.0% of portfolio
|
Q3 2024
Added 25.23%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
127
shares
|
$6,457
0.0% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
127
shares
|
$6,457
0.0% of portfolio
|
Q2 2023
Reduced 98.54%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
120
shares
|
$6,102
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
114
shares
|
$5,796
0.0% of portfolio
|
Q1 2024
Reduced 70.99%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
102
shares
|
$5,186
0.0% of portfolio
|
Q3 2024
Reduced 94.98%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$5,085
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
97
shares
|
$4,932
0.0% of portfolio
|
Q2 2024
Reduced 89.06%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
97
shares
|
$4,932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
94
shares
|
$4,779
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
94
shares
|
$4,779
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
93
shares
|
$4,729
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
85
shares
|
$4,322
0.0% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
75
shares
|
$3,813
0.0% of portfolio
|
Q4 2023
Reduced 88.58%
|