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 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-59- 0.29% |
$2.2K - $2.49K
|
20.2K
$993K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-61- 0.04% |
$2.27K - $2.57K
|
172K
$8.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-65- 0.05% |
$2.42K - $2.74K
|
124K
$6.1M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-65- 3.18% |
$2.42K - $2.74K
|
1.98K
$97.2K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-70- 0.73% |
$2.61K - $2.95K
|
9.5K
$467K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-71- 8.89% |
$2.65K - $2.99K
|
728
$35.8K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-72- 1.24% |
$2.68K - $3.03K
|
5.71K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-75- 2.22% |
$2.8K - $3.16K
|
3.31K
$162K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-75- 0.1% |
$2.8K - $3.16K
|
73.7K
$3.62M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-87- 0.31% |
$3.24K - $3.66K
|
28.2K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-91- 1.22% |
$3.39K - $3.83K
|
7.38K
$363K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-93- 0.59% |
$3.47K - $3.92K
|
15.5K
$764K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-94- 2.19% |
$3.5K - $3.96K
|
4.21K
$207K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-95- 1.27% |
$3.54K - $4K
|
7.36K
$362K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-95- 0.91% |
$3.54K - $4K
|
10.4K
$510K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-97- 0.35% |
$3.62K - $4.09K
|
27.6K
$1.36M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-98- 5.47% |
$3.65K - $4.13K
|
1.69K
$83.2K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.75% |
$3.73K - $4.21K
|
5.6K
$275K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 1.7% |
$3.73K - $4.21K
|
5.78K
$284K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 1.87% |
$3.73K - $4.21K
|
5.26K
$258K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-100- 1.0% |
$3.73K - $4.21K
|
9.9K
$486K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-100- 0.29% |
$3.73K - $4.21K
|
34.2K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-101- 0.4% |
$3.76K - $4.25K
|
25.4K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-105- 1.39% |
$3.91K - $4.42K
|
7.43K
$365K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-112- 2.11% |
$4.17K - $4.72K
|
5.21K
$256K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-115- 0.14% |
$4.29K - $4.84K
|
81.8K
$4.02M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-115- 1.88% |
$4.29K - $4.84K
|
5.99K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-116- 2.77% |
$4.32K - $4.89K
|
4.08K
$200K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-117- 1.12% |
$4.36K - $4.93K
|
10.3K
$507K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-118- 2.23% |
$4.4K - $4.97K
|
5.18K
$254K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-120- 2.13% |
$4.47K - $5.05K
|
5.52K
$271K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-120- 1.01% |
$4.47K - $5.05K
|
11.8K
$578K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-120- 1.45% |
$4.47K - $5.05K
|
8.17K
$401K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-125- 0.11% |
$4.66K - $5.27K
|
111K
$5.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-125- 0.74% |
$4.66K - $5.27K
|
16.8K
$825K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 67.57% |
$4.66K - $5.27K
|
60
$2.95K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-129- 10.18% |
$4.81K - $5.43K
|
1.14K
$55.9K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-137- 0.45% |
$5.11K - $5.77K
|
30.6K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-138- 0.55% |
$5.14K - $5.81K
|
24.9K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-139- 0.66% |
$5.18K - $5.85K
|
20.9K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-140- 0.6% |
$5.22K - $5.9K
|
23.1K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-141- 0.04% |
$5.26K - $5.94K
|
397K
$19.5M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-143- 1.17% |
$5.33K - $6.02K
|
12.1K
$594K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-144- 50.0% |
$5.37K - $6.07K
|
144
$7.07K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-148- 2.17% |
$5.52K - $6.23K
|
6.66K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-148- 1.08% |
$5.52K - $6.23K
|
13.5K
$663K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-150- 0.67% |
$5.59K - $6.32K
|
22.1K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-150- 2.45% |
$5.59K - $6.32K
|
5.97K
$293K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-151- 0.29% |
$5.63K - $6.36K
|
52.1K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-151- 1.35% |
$5.63K - $6.36K
|
11.1K
$544K
|