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 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 5.54% |
$44.9K - $50.7K
|
22.9K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.19K+ 13.73% |
$44.2K - $50K
|
9.84K
$482K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.17K+ 17.86% |
$43.5K - $49.1K
|
7.7K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.14K+ 9.36% |
$42.4K - $47.9K
|
13.3K
$651K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.13K+ 2.54% |
$42K - $47.5K
|
45.6K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.12K+ 3.97% |
$41.6K - $47K
|
29.2K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.08K+ 4.96% |
$40.1K - $45.3K
|
22.8K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 14.42% |
$39.5K - $44.6K
|
8.41K
$412K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.04K+ 11.64% |
$38.6K - $43.7K
|
9.94K
$487K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.02K+ 3.89% |
$37.8K - $42.8K
|
27.1K
$1.33M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.01KNew |
$37.6K - $42.5K
|
1.01K
$49.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 3.18% |
$37.4K - $42.2K
|
32.5K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1K+ 3.35% |
$37.3K - $42.2K
|
30.9K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1K+ 9.08% |
$37.3K - $42.1K
|
12K
$589K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1KNew |
$37.3K - $42.1K
|
1K
$49K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
988+ 2.18% |
$36.8K - $41.6K
|
46.3K
$2.27M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
983New |
$36.6K - $41.4K
|
983
$48.2K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
975+ 14.67% |
$36.3K - $41.1K
|
7.62K
$373K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
974+ 0.94% |
$36.3K - $41K
|
105K
$5.13M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
971+ 5.17% |
$36.2K - $40.9K
|
19.8K
$968K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
969+ 0.89% |
$36.1K - $40.8K
|
109K
$5.36M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
951+ 9.86% |
$35.4K - $40.1K
|
10.6K
$519K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
946+ 8.4% |
$35.3K - $39.8K
|
12.2K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
924+ 0.83% |
$34.4K - $38.9K
|
113K
$5.51M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
922+ 3.71% |
$34.4K - $38.8K
|
25.8K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
900+ 157.62% |
$33.5K - $37.9K
|
1.47K
$72.1K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
857+ 6.17% |
$31.9K - $36.1K
|
14.7K
$722K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
837+ 0.43% |
$31.2K - $35.3K
|
196K
$9.61M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
833+ 7.48% |
$31K - $35.1K
|
12K
$586K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
830+ 5.01% |
$30.9K - $35K
|
17.4K
$852K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
830+ 11.83% |
$30.9K - $35K
|
7.85K
$384K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
826+ 1.94% |
$30.8K - $34.8K
|
43.3K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
823+ 49.61% |
$30.7K - $34.7K
|
2.48K
$122K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
817+ 15.14% |
$30.4K - $34.4K
|
6.21K
$304K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
809+ 75.61% |
$30.2K - $34.1K
|
1.88K
$92.1K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
809+ 6.5% |
$30.2K - $34.1K
|
13.3K
$649K
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
802+ 5.47% |
$29.9K - $33.8K
|
15.5K
$758K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
801+ 9.24% |
$29.9K - $33.7K
|
9.47K
$464K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
772+ 10.77% |
$28.8K - $32.5K
|
7.94K
$389K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
758+ 14.03% |
$28.3K - $31.9K
|
6.16K
$302K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
754+ 12.55% |
$28.1K - $31.8K
|
6.76K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
738+ 1.94% |
$27.5K - $31.1K
|
38.7K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
703+ 0.49% |
$26.2K - $29.6K
|
144K
$7.03M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
703+ 1.13% |
$26.2K - $29.6K
|
63K
$3.09M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
691+ 15.43% |
$25.8K - $29.1K
|
5.17K
$253K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
690+ 5.75% |
$25.7K - $29.1K
|
12.7K
$622K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
689+ 4.26% |
$25.7K - $29K
|
16.9K
$826K
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
650+ 3.82% |
$24.2K - $27.4K
|
17.7K
$866K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
650New |
$24.2K - $27.4K
|
650
$31.8K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
650+ 5.58% |
$24.2K - $27.4K
|
12.3K
$603K
|