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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
259+ 2.48% |
$9.65K - $10.9K
|
10.7K
$525K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
252+ 1.43% |
$9.39K - $10.6K
|
17.9K
$877K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
250+ 1.77% |
$9.32K - $10.5K
|
14.4K
$706K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
250+ 4.27% |
$9.32K - $10.5K
|
6.1K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
248+ 0.52% |
$9.24K - $10.4K
|
48K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
230+ 3.32% |
$8.57K - $9.69K
|
7.17K
$352K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
229+ 0.09% |
$8.53K - $9.65K
|
260K
$12.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
229+ 1.6% |
$8.53K - $9.65K
|
14.6K
$715K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
226+ 11.2% |
$8.42K - $9.52K
|
2.24K
$110K
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
222+ 0.23% |
$8.27K - $9.35K
|
95.5K
$4.69M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
221+ 2.31% |
$8.24K - $9.31K
|
9.79K
$481K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
217+ 1.13% |
$8.09K - $9.14K
|
19.3K
$950K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
212+ 8.15% |
$7.9K - $8.93K
|
2.81K
$138K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
209New |
$7.79K - $8.8K
|
209
$10.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
205+ 1.71% |
$7.64K - $8.63K
|
12.2K
$599K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200+ 38.1% |
$7.45K - $8.42K
|
725
$35.6K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
190+ 2.56% |
$7.08K - $8K
|
7.61K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
186New |
$6.93K - $7.83K
|
186
$9.13K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
185+ 0.25% |
$6.89K - $7.79K
|
74.4K
$3.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
180+ 4.59% |
$6.71K - $7.58K
|
4.1K
$201K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
179New |
$6.67K - $7.54K
|
179
$8.79K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
177+ 0.29% |
$6.6K - $7.46K
|
61.3K
$3.01M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
156+ 0.42% |
$5.81K - $6.57K
|
37K
$1.82M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
153+ 2.52% |
$5.7K - $6.44K
|
6.22K
$306K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
151New |
$5.63K - $6.36K
|
151
$7.42K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
150+ 0.31% |
$5.59K - $6.32K
|
47.9K
$2.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
150+ 0.51% |
$5.59K - $6.32K
|
29.7K
$1.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
146+ 1.3% |
$5.44K - $6.15K
|
11.4K
$559K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
143+ 1.45% |
$5.33K - $6.02K
|
10K
$491K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
142+ 0.22% |
$5.29K - $5.98K
|
65.4K
$3.21M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
136+ 68.69% |
$5.07K - $5.73K
|
334
$16.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
135+ 2.2% |
$5.03K - $5.69K
|
6.27K
$308K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
132+ 1.06% |
$4.92K - $5.56K
|
12.6K
$618K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
128+ 0.28% |
$4.77K - $5.39K
|
45.1K
$2.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
126+ 0.25% |
$4.7K - $5.31K
|
51.4K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
126+ 0.67% |
$4.7K - $5.31K
|
18.8K
$924K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
125+ 31.25% |
$4.66K - $5.27K
|
525
$25.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
123New |
$4.58K - $5.18K
|
123
$6.04K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
120+ 0.16% |
$4.47K - $5.05K
|
76.1K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
120+ 1.82% |
$4.47K - $5.05K
|
6.73K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
120+ 1.54% |
$4.47K - $5.05K
|
7.89K
$387K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
111+ 1.57% |
$4.14K - $4.68K
|
7.17K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
108+ 0.23% |
$4.03K - $4.55K
|
47.3K
$2.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
104+ 1.61% |
$3.88K - $4.38K
|
6.56K
$322K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
98+ 2.74% |
$3.65K - $4.13K
|
3.67K
$180K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
96+ 0.45% |
$3.58K - $4.04K
|
21.4K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
96+ 1.82% |
$3.58K - $4.04K
|
5.36K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
96+ 0.23% |
$3.58K - $4.04K
|
41.7K
$2.05M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
95+ 0.34% |
$3.54K - $4K
|
28K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
94+ 1.4% |
$3.5K - $3.96K
|
6.83K
$335K
|