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 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-153- 4.06% |
$5.7K - $6.44K
|
3.61K
$176K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-156- 1.0% |
$5.81K - $6.57K
|
15.4K
$750K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-170- 0.48% |
$6.34K - $7.16K
|
35K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-171- 0.75% |
$6.37K - $7.2K
|
22.6K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-171- 0.16% |
$6.37K - $7.2K
|
109K
$5.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-174- 2.32% |
$6.48K - $7.33K
|
7.32K
$357K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-174- 2.89% |
$6.48K - $7.33K
|
5.85K
$285K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-175- 1.69% |
$6.52K - $7.37K
|
10.2K
$496K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-175- 0.85% |
$6.52K - $7.37K
|
20.4K
$995K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-181- 2.29% |
$6.75K - $7.62K
|
7.73K
$377K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-184- 0.86% |
$6.86K - $7.75K
|
21.3K
$1.04M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-184- 0.35% |
$6.86K - $7.75K
|
51.7K
$2.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-190- 1.56% |
$7.08K - $8K
|
12K
$583K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
SELL
|
- |
-191- 0.15% |
$7.12K - $8.04K
|
124K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-195- 4.49% |
$7.27K - $8.21K
|
4.15K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-200- 0.29% |
$7.45K - $8.42K
|
69.4K
$3.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-205- 0.59% |
$7.64K - $8.63K
|
34.5K
$1.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-206- 0.71% |
$7.68K - $8.68K
|
28.6K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-217- 1.87% |
$8.09K - $9.14K
|
11.4K
$556K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-222- 1.66% |
$8.27K - $9.35K
|
13.2K
$642K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-230- 2.29% |
$8.57K - $9.69K
|
9.83K
$479K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-230- 0.25% |
$8.57K - $9.69K
|
90.6K
$4.42M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-235- 7.67% |
$8.76K - $9.9K
|
2.83K
$138K
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-236- 1.58% |
$8.8K - $9.94K
|
14.7K
$718K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-237- 0.26% |
$8.83K - $9.98K
|
92.6K
$4.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-244- 1.33% |
$9.09K - $10.3K
|
18.1K
$883K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-245- 1.99% |
$9.13K - $10.3K
|
12.1K
$589K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-247- 0.76% |
$9.21K - $10.4K
|
32.1K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-249- 4.41% |
$9.28K - $10.5K
|
5.39K
$263K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-250- 0.3% |
$9.32K - $10.5K
|
83.7K
$4.08M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-253- 0.34% |
$9.43K - $10.7K
|
73.9K
$3.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-253- 4.84% |
$9.43K - $10.7K
|
4.97K
$242K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-256- 0.37% |
$9.54K - $10.8K
|
69.1K
$3.37M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-258- 3.56% |
$9.62K - $10.9K
|
6.98K
$340K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-259- 4.57% |
$9.65K - $10.9K
|
5.41K
$264K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-269- 1.76% |
$10K - $11.3K
|
15K
$731K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-273- 1.14% |
$10.2K - $11.5K
|
23.6K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-277- 0.66% |
$10.3K - $11.7K
|
41.7K
$2.03M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-279- 70.99% |
$10.4K - $11.8K
|
114
$5.56K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-286- 3.82% |
$10.7K - $12K
|
7.21K
$351K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-288- 3.4% |
$10.7K - $12.1K
|
8.18K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-292- 0.36% |
$10.9K - $12.3K
|
81.5K
$3.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-293- 0.78% |
$10.9K - $12.3K
|
37.1K
$1.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-293- 4.12% |
$10.9K - $12.3K
|
6.81K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-297- 0.41% |
$11.1K - $12.5K
|
72.4K
$3.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-300- 5.64% |
$11.2K - $12.6K
|
5.02K
$245K
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-308- 3.15% |
$11.5K - $13K
|
9.46K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-310- 2.26% |
$11.6K - $13.1K
|
13.4K
$655K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-312- 5.14% |
$11.6K - $13.1K
|
5.76K
$281K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-313- 2.36% |
$11.7K - $13.2K
|
13K
$632K
|