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
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
650New |
$24.2K - $27.4K
|
650
$32K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
650+ 5.58% |
$24.2K - $27.4K
|
12.3K
$606K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
641+ 2.39% |
$23.9K - $27K
|
27.4K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
631+ 12620.0% |
$23.5K - $26.6K
|
636
$31.3K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
622+ 9.18% |
$23.2K - $26.2K
|
7.4K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
602+ 2.54% |
$22.4K - $25.4K
|
24.3K
$1.2M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
597+ 3.46% |
$22.3K - $25.1K
|
17.8K
$878K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
593New |
$22.1K - $25K
|
593
$29.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
582+ 25.68% |
$21.7K - $24.5K
|
2.85K
$140K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
565+ 1.62% |
$21.1K - $23.8K
|
35.4K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
565New |
$21.1K - $23.8K
|
565
$27.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
564New |
$21K - $23.8K
|
564
$27.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
551+ 2.62% |
$20.5K - $23.2K
|
21.6K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
549+ 8.71% |
$20.5K - $23.1K
|
6.85K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
544+ 1.56% |
$20.3K - $22.9K
|
35.4K
$1.74M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
544+ 6.79% |
$20.3K - $22.9K
|
8.56K
$421K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
523+ 58.63% |
$19.5K - $22K
|
1.42K
$69.6K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
505+ 0.92% |
$18.8K - $21.3K
|
55.3K
$2.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
500+ 2.93% |
$18.6K - $21.1K
|
17.6K
$865K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
500New |
$18.6K - $21.1K
|
500
$24.6K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
492+ 3.69% |
$18.3K - $20.7K
|
13.8K
$681K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
491+ 1.84% |
$18.3K - $20.7K
|
27.2K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
485+ 3.4% |
$18.1K - $20.4K
|
14.8K
$726K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
470+ 5.68% |
$17.5K - $19.8K
|
8.75K
$431K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
469+ 6.99% |
$17.5K - $19.8K
|
7.18K
$353K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
450+ 3.81% |
$16.8K - $19K
|
12.3K
$604K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
449+ 8.28% |
$16.7K - $18.9K
|
5.87K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
439New |
$16.4K - $18.5K
|
439
$21.6K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
437+ 1.7% |
$16.3K - $18.4K
|
26.1K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
430+ 1.18% |
$16K - $18.1K
|
37K
$1.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
423+ 5.49% |
$15.8K - $17.8K
|
8.13K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
421+ 1.23% |
$15.7K - $17.7K
|
34.7K
$1.71M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
420+ 1.93% |
$15.7K - $17.7K
|
22.2K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
415+ 6.88% |
$15.5K - $17.5K
|
6.44K
$317K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
405+ 13.63% |
$15.1K - $17.1K
|
3.38K
$166K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
399+ 6.35% |
$14.9K - $16.8K
|
6.68K
$329K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
379+ 1.12% |
$14.1K - $16K
|
34.2K
$1.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
372+ 0.44% |
$13.9K - $15.7K
|
84.5K
$4.16M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
362+ 42.19% |
$13.5K - $15.2K
|
1.22K
$60K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
345+ 39.25% |
$12.9K - $14.5K
|
1.22K
$60.2K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
336+ 3.51% |
$12.5K - $14.2K
|
9.91K
$488K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
332+ 0.89% |
$12.4K - $14K
|
37.6K
$1.85M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
321+ 4.5% |
$12K - $13.5K
|
7.46K
$367K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
319+ 4.83% |
$11.9K - $13.4K
|
6.93K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
312+ 46.85% |
$11.6K - $13.1K
|
978
$48.1K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
308+ 32.22% |
$11.5K - $13K
|
1.26K
$62.2K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
301+ 3.15% |
$11.2K - $12.7K
|
9.87K
$485K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
300+ 2.48% |
$11.2K - $12.6K
|
12.4K
$611K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
299+ 0.41% |
$11.1K - $12.6K
|
73.5K
$3.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
272+ 3.12% |
$10.1K - $11.5K
|
9K
$443K
|