Purchases and Sales Made in Q1 2024 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q1 2024. The information is specifically focused on institutions that hold shares of FINANCIAL SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.25K+ 2.07% |
$83.7K - $94.6K
|
111K
$5.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
2.07K+ 5.92% |
$77.3K - $87.3K
|
37.1K
$1.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.07K+ 4.24% |
$77K - $87K
|
50.8K
$2.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.05K+ 38.78% |
$76.3K - $86.2K
|
7.33K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.03K+ 1.43% |
$75.8K - $85.6K
|
144K
$7.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.02K+ 7.62% |
$75.4K - $85.2K
|
28.6K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2K+ 8.56% |
$74.5K - $84.2K
|
25.4K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2K+ 17.96% |
$74.5K - $84.2K
|
13.1K
$646K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.93K+ 1.72% |
$71.9K - $81.2K
|
114K
$5.61M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.91K+ 12.56% |
$71K - $80.2K
|
17.1K
$840K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.89K+ 215.9% |
$70.3K - $79.5K
|
2.76K
$136K
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.87K+ 0.42% |
$69.7K - $78.7K
|
443K
$21.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.85K+ 33.76% |
$69K - $78K
|
7.34K
$361K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.82K+ 8.57% |
$67.8K - $76.7K
|
23.1K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.79K+ 9.82% |
$66.9K - $75.6K
|
20.1K
$987K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.79K+ 0.43% |
$66.8K - $75.4K
|
420K
$20.7M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.78K+ 6.43% |
$66.2K - $74.8K
|
29.4K
$1.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 3.93% |
$64.4K - $72.8K
|
45.7K
$2.25M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
1.72K+ 7.75% |
$64.1K - $72.5K
|
23.9K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 15.67% |
$63K - $71.2K
|
12.5K
$614K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.66K+ 2.05% |
$62K - $70.1K
|
82.6K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.65K+ 12.75% |
$61.5K - $69.5K
|
14.6K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.65K+ 2.89% |
$61.5K - $69.5K
|
58.8K
$2.89M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.64K+ 11.19% |
$61.2K - $69.2K
|
16.3K
$803K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.64K+ 2.56% |
$61K - $69K
|
65.7K
$3.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.63K+ 11.48% |
$60.7K - $68.6K
|
15.8K
$778K
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.62K+ 11.92% |
$60.4K - $68.3K
|
15.2K
$749K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.62K+ 3.46% |
$60.3K - $68.2K
|
48.4K
$2.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.6K+ 1.21% |
$59.5K - $67.2K
|
134K
$6.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 2.64% |
$59.3K - $67K
|
61.8K
$3.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.59K+ 19.82% |
$59.2K - $66.9K
|
9.6K
$473K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.56K+ 3.99% |
$58.2K - $65.7K
|
40.7K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.54K+ 5.44% |
$57.5K - $64.9K
|
29.9K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.52K+ 333.19% |
$56.5K - $63.9K
|
1.97K
$97K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.51KNew |
$56.3K - $63.6K
|
1.51K
$74.3K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5KNew |
$56K - $63.3K
|
1.5K
$73.9K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5KNew |
$56K - $63.3K
|
1.5K
$73.9K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.5K+ 104.6% |
$55.9K - $63.2K
|
2.94K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.49K+ 15.93% |
$55.3K - $62.5K
|
10.8K
$532K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.47K+ 9.15% |
$54.9K - $62.1K
|
17.6K
$865K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.47KNew |
$54.8K - $61.9K
|
1.47K
$72.3K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
1.47K+ 19.4% |
$54.6K - $61.7K
|
9.02K
$444K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.46K+ 15.87% |
$54.5K - $61.6K
|
10.7K
$526K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.43K+ 115.32% |
$53.3K - $60.2K
|
2.67K
$131K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.41K+ 4.45% |
$52.7K - $59.6K
|
33.2K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.4K+ 2.28% |
$52.1K - $58.9K
|
62.7K
$3.08M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.36KNew |
$50.7K - $57.3K
|
1.36K
$67K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.32KNew |
$49.1K - $55.5K
|
1.32K
$64.9K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 1.28% |
$47.6K - $53.7K
|
101K
$4.98M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.27K+ 15.83% |
$47.3K - $53.5K
|
9.29K
$457K
|