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 1,933 institutions that hold shares in the stock, with a total of 731 Million shares, which have been reported (via 13F filing form) to have a value of $38.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
37
shares
|
$1,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
31
shares
|
$1,606
0.0% of portfolio
|
Q3 2023
Reduced 96.26%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
30
shares
|
$1,554
0.0% of portfolio
|
Q4 2022
Reduced 45.45%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
27
shares
|
$1,399
0.0% of portfolio
|
Q1 2022
Reduced 15.63%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
16
shares
|
$829
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
15
shares
|
$777
0.0% of portfolio
|
Q4 2023
Reduced 60.53%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
13
shares
|
$673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
10
shares
|
$518
0.0% of portfolio
|
Q2 2023
Reduced 99.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
8
shares
|
$414
0.04% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
7
shares
|
$362
0.0% of portfolio
|
Q3 2023
Reduced 78.13%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1
shares
|
$51
0.0% of portfolio
|
Q3 2023
Reduced 100.0%
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|