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 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-600- 3.96% |
$22.4K - $25.3K
|
14.5K
$714K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-600- 6.24% |
$22.4K - $25.3K
|
9.01K
$442K
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-600- 4.78% |
$22.4K - $25.3K
|
12K
$587K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-606- 7.28% |
$22.6K - $25.5K
|
7.72K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-611- 1.68% |
$22.8K - $25.7K
|
35.7K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-649- 5.81% |
$24.2K - $27.3K
|
10.5K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-649- 1.57% |
$24.2K - $27.3K
|
40.7K
$2M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-650- 4.39% |
$24.2K - $27.4K
|
14.2K
$695K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-650- 1.0% |
$24.2K - $27.4K
|
64.3K
$3.16M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-650- 6.63% |
$24.2K - $27.4K
|
9.16K
$450K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-651- 2.06% |
$24.3K - $27.4K
|
30.9K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-666- 3.21% |
$24.8K - $28.1K
|
20.1K
$987K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-674- 4.65% |
$25.1K - $28.4K
|
13.8K
$679K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-676- 4.66% |
$25.2K - $28.5K
|
13.8K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-693- 7.02% |
$25.8K - $29.2K
|
9.18K
$451K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-699- 4.88% |
$26.1K - $29.4K
|
13.6K
$669K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-700- 1.03% |
$26.1K - $29.5K
|
67.2K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-727- 0.82% |
$27.1K - $30.6K
|
87.4K
$4.29M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-736- 4.86% |
$27.4K - $31K
|
14.4K
$708K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-747- 2.54% |
$27.8K - $31.5K
|
28.7K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-752- 4.99% |
$28K - $31.7K
|
14.3K
$703K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-757- 1.8% |
$28.2K - $31.9K
|
41.3K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-757- 6.59% |
$28.2K - $31.9K
|
10.7K
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-761- 0.67% |
$28.4K - $32.1K
|
112K
$5.51M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-763- 1.23% |
$28.4K - $32.1K
|
61.4K
$3.02M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-792- 5.2% |
$29.5K - $33.4K
|
14.4K
$709K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-814- 11.13% |
$30.3K - $34.3K
|
6.5K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-826- 1.95% |
$30.8K - $34.8K
|
41.5K
$2.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-837- 9.9% |
$31.2K - $35.3K
|
7.62K
$374K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-846- 6.12% |
$31.5K - $35.6K
|
13K
$637K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-855- 3.09% |
$31.9K - $36K
|
26.8K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-865- 13.96% |
$32.2K - $36.4K
|
5.33K
$262K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-883- 0.37% |
$32.9K - $37.2K
|
240K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-906- 11.32% |
$33.8K - $38.2K
|
7.1K
$349K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-908- 4.08% |
$33.8K - $38.2K
|
21.4K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-908- 35.45% |
$33.8K - $38.2K
|
1.65K
$81.2K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-934- 4.13% |
$34.8K - $39.3K
|
21.7K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-937- 6.19% |
$34.9K - $39.5K
|
14.2K
$697K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-952- 1.95% |
$35.5K - $40.1K
|
47.9K
$2.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-969- 15.53% |
$36.1K - $40.8K
|
5.27K
$259K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-976- 2.71% |
$36.4K - $41.1K
|
35K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.01K- 1.29% |
$37.6K - $42.5K
|
77.4K
$3.8M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.02K- 4.38% |
$38K - $43K
|
22.3K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.05K- 9.86% |
$39.1K - $44.1K
|
9.58K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.05K- 4.17% |
$39.1K - $44.1K
|
24.1K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.05K- 2.44% |
$39.1K - $44.2K
|
42K
$2.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.05K- 1.77% |
$39.2K - $44.3K
|
58.3K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.08K- 6.94% |
$40.3K - $45.5K
|
14.5K
$711K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.08K- 2.73% |
$40.4K - $45.7K
|
38.7K
$1.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.1K- 5.99% |
$40.8K - $46.2K
|
17.2K
$844K
|