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 |
|---|---|---|---|---|---|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
272,965
shares
|
$13.9 Million
1.23% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
272,959
shares
|
$13.9 Million
0.08% of portfolio
|
Q3 2024
Added 3262.81%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
271,578
shares
|
$13.8 Million
3.7% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
271,290
shares
|
$13.8 Million
0.51% of portfolio
|
Q3 2024
Added 67.16%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
264,285
shares
|
$13.4 Million
0.83% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
263,801
shares
|
$13.4 Million
0.22% of portfolio
|
Q3 2022
Reduced 7.32%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
259,116
shares
|
$13.2 Million
0.34% of portfolio
|
Q3 2024
Added 66.52%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
258,135
shares
|
$13.1 Million
2.23% of portfolio
|
Q4 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
257,785
shares
|
$13.1 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
256,847
shares
|
$13.1 Million
1.19% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
256,354
shares
|
$13 Million
1.77% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
255,187
shares
|
$13 Million
0.03% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
254,426
shares
|
$12.9 Million
0.58% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
251,586
shares
|
$12.8 Million
0.1% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
250,000
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
248,584
shares
|
$12.6 Million
0.11% of portfolio
|
Q3 2024
Added 19.06%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
248,410
shares
|
$12.6 Million
0.41% of portfolio
|
Q4 2021
Reduced 2.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
245,901
shares
|
$12.5 Million
0.17% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
245,750
shares
|
$12.5 Million
0.36% of portfolio
|
Q4 2024
Added 69.59%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
245,135
shares
|
$12.5 Million
5.09% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
244,448
shares
|
$12.4 Million
2.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
242,405
shares
|
$12.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
237,369
shares
|
$12.1 Million
1.75% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
235,586
shares
|
$12 Million
0.32% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
229,793
shares
|
$11.7 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.68%
|