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 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8+ 0.1% |
$298 - $337
|
8.05K
$392K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.36% |
$261 - $295
|
1.95K
$94.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7+ 0.09% |
$261 - $295
|
7.95K
$388K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6+ 0.37% |
$224 - $253
|
1.65K
$80.4K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.03% |
$224 - $253
|
19.4K
$948K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
6+ 0.02% |
$224 - $253
|
28.1K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 0.32% |
$224 - $253
|
1.86K
$90.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5+ 0.03% |
$186 - $211
|
15K
$733K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.06% |
$186 - $211
|
7.84K
$382K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.04% |
$149 - $168
|
11.3K
$549K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.4% |
$149 - $168
|
1K
$48.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.05% |
$149 - $168
|
7.95K
$388K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.04% |
$112 - $126
|
8.17K
$398K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3+ 0.04% |
$112 - $126
|
7.31K
$356K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.1% |
$112 - $126
|
2.97K
$145K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$112 - $126
|
17.7K
$862K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$74.5 - $84.2
|
12.4K
$604K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.2% |
$74.5 - $84.2
|
1.01K
$49.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.39% |
$74.5 - $84.2
|
520
$25.4K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.02% |
$74.5 - $84.2
|
10.4K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.02% |
$74.5 - $84.2
|
9.6K
$468K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1+ 0.01% |
$37.3 - $42.1
|
11.2K
$546K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$37.3 - $42.1
|
6.17K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1+ 0.01% |
$37.3 - $42.1
|
11.9K
$581K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$37.3 - $42.1
|
284
$13.8K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.07% |
$37.3 - $42.1
|
1.4K
$68.1K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$37.3 - $42.1
|
6.79K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.46% |
$37.3 - $42.1
|
218
$10.6K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$37.3 - $42.1
|
6.03K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.08% |
$37.3 - $42.1
|
1.31K
$63.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1- -0.0% |
$37.3 - $42.1
|
60.5K
$2.95M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$112 - $126
|
5.32K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3- -0.0% |
$112 - $126
|
110K
$5.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5- 0.02% |
$186 - $211
|
20.9K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-6- 0.09% |
$224 - $253
|
6.49K
$316K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-8- 0.07% |
$298 - $337
|
11.7K
$568K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-15- 0.02% |
$559 - $632
|
63.4K
$3.09M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-20- 10.05% |
$745 - $842
|
179
$8.73K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-20- 0.02% |
$745 - $842
|
90.7K
$4.42M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-21- 24.71% |
$783 - $885
|
64
$3.12K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-23- 4.64% |
$857 - $969
|
473
$23.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-28- 2.4% |
$1.04K - $1.18K
|
1.14K
$55.6K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-32- 0.49% |
$1.19K - $1.35K
|
6.52K
$318K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-37- 0.17% |
$1.38K - $1.56K
|
22K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-40- 0.68% |
$1.49K - $1.68K
|
5.85K
$285K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-42- 0.28% |
$1.57K - $1.77K
|
14.8K
$719K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 7.69% |
$1.86K - $2.11K
|
600
$29.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-50- 0.39% |
$1.86K - $2.11K
|
12.9K
$627K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-56- 0.84% |
$2.09K - $2.36K
|
6.59K
$321K
|