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 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
93New |
$3.47K - $3.92K
|
93
$4.57K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
90+ 0.68% |
$3.35K - $3.79K
|
13.3K
$654K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
84+ 0.41% |
$3.13K - $3.54K
|
20.4K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
82+ 0.7% |
$3.06K - $3.45K
|
11.8K
$580K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
78+ 0.32% |
$2.91K - $3.29K
|
24.4K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
77+ 0.95% |
$2.87K - $3.24K
|
8.15K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
73+ 0.46% |
$2.72K - $3.07K
|
16K
$785K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
71+ 8.13% |
$2.65K - $2.99K
|
944
$46.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
70+ 1.03% |
$2.61K - $2.95K
|
6.84K
$336K
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
70+ 0.59% |
$2.61K - $2.95K
|
11.9K
$583K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
70+ 6.03% |
$2.61K - $2.95K
|
1.23K
$60.5K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
66+ 43.14% |
$2.46K - $2.78K
|
219
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
65+ 0.02% |
$2.42K - $2.74K
|
419K
$20.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
60+ 0.37% |
$2.24K - $2.53K
|
16.3K
$800K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
56+ 0.83% |
$2.09K - $2.36K
|
6.8K
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
55+ 0.13% |
$2.05K - $2.32K
|
41.3K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
55+ 0.21% |
$2.05K - $2.32K
|
26.5K
$1.3M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
54New |
$2.01K - $2.27K
|
54
$2.65K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 0.26% |
$1.86K - $2.11K
|
19.4K
$950K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
47+ 0.19% |
$1.75K - $1.98K
|
25K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
46+ 0.16% |
$1.71K - $1.94K
|
28.2K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
45+ 4.84% |
$1.68K - $1.9K
|
975
$47.9K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
43New |
$1.6K - $1.81K
|
43
$2.11K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
40+ 0.46% |
$1.49K - $1.68K
|
8.75K
$430K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
39+ 0.1% |
$1.45K - $1.64K
|
38.7K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
36+ 0.27% |
$1.34K - $1.52K
|
13.5K
$664K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
35+ 0.25% |
$1.3K - $1.47K
|
14.1K
$694K
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
34+ 0.06% |
$1.27K - $1.43K
|
59.9K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
31+ 3.08% |
$1.16K - $1.31K
|
1.04K
$50.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
30+ 0.33% |
$1.12K - $1.26K
|
9.12K
$448K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
29+ 0.23% |
$1.08K - $1.22K
|
12.7K
$623K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
28+ 6.83% |
$1.04K - $1.18K
|
438
$21.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
26+ 0.23% |
$969 - $1.1K
|
11.3K
$555K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
26+ 0.03% |
$969 - $1.1K
|
95.4K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
25+ 0.26% |
$932 - $1.05K
|
9.56K
$469K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
24+ 0.37% |
$894 - $1.01K
|
6.53K
$320K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
23+ 0.09% |
$857 - $969
|
25.9K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
19+ 0.12% |
$708 - $800
|
16K
$785K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19+ 2.19% |
$708 - $800
|
887
$43.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
18+ 0.27% |
$671 - $758
|
6.64K
$326K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15+ 2.28% |
$559 - $632
|
672
$33K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
14New |
$522 - $590
|
14
$688
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
13+ 0.21% |
$485 - $548
|
6.19K
$304K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12+ 0.19% |
$447 - $505
|
6.32K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.21% |
$447 - $505
|
1K
$49.3K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.31% |
$447 - $505
|
3.91K
$192K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
11+ 0.11% |
$410 - $463
|
9.96K
$489K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10+ 0.41% |
$373 - $421
|
2.42K
$119K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$373 - $421
|
10
$491
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
9+ 0.82% |
$335 - $379
|
1.11K
$54.7K
|