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
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.39K- 46.72% |
$89.2K - $101K
|
2.73K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.47K- 2.91% |
$92.1K - $104K
|
82.4K
$4.05M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.47K- 12.48% |
$92.2K - $104K
|
17.3K
$852K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.49K- 19.58% |
$92.7K - $105K
|
10.2K
$502K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2.53K- 3.99% |
$94.2K - $106K
|
60.8K
$2.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.53K- 11.58% |
$94.3K - $107K
|
19.3K
$948K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.55K- 7.7% |
$95.2K - $108K
|
30.6K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.58K- 2.12% |
$96.3K - $109K
|
119K
$5.85M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.59K- 14.29% |
$96.3K - $109K
|
15.5K
$761K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.59K- 5.19% |
$96.6K - $109K
|
47.3K
$2.32M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.6K- 49.63% |
$96.9K - $110K
|
2.64K
$130K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-2.72K- 10.96% |
$101K - $114K
|
22.1K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.77K- 9.28% |
$103K - $116K
|
27K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.77K- 2.74% |
$103K - $117K
|
98.4K
$4.83M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-2.78K- 2.14% |
$103K - $117K
|
127K
$6.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.8K- 18.87% |
$104K - $118K
|
12.1K
$592K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-2.83K- 18.71% |
$105K - $119K
|
12.3K
$604K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.83K- 19.22% |
$106K - $119K
|
11.9K
$585K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.84K- 28.75% |
$106K - $120K
|
7.04K
$345K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.89K- 27.02% |
$108K - $122K
|
7.79K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.92K- 20.76% |
$109K - $123K
|
11.1K
$546K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.94K- 3.89% |
$109K - $124K
|
72.5K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.96K- 14.35% |
$110K - $125K
|
17.7K
$868K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3K- 31.1% |
$112K - $126K
|
6.65K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-3K- 1.62% |
$112K - $126K
|
183K
$8.97M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-3.01K- 2.58% |
$112K - $127K
|
114K
$5.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-3.02K- 8.42% |
$113K - $127K
|
32.8K
$1.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-3.05K- 37.67% |
$114K - $128K
|
5.05K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.06K- 17.54% |
$114K - $129K
|
14.4K
$705K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.07K- 16.35% |
$114K - $129K
|
15.7K
$771K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3.12K- 59.69% |
$116K - $132K
|
2.11K
$104K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.16K- 1.88% |
$118K - $133K
|
165K
$8.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-3.17K- 13.67% |
$118K - $134K
|
20K
$985K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.19K- 11.39% |
$119K - $134K
|
24.8K
$1.22M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.2K- 15.67% |
$119K - $135K
|
17.2K
$846K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.21K- 16.52% |
$120K - $135K
|
16.2K
$798K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3.22K- 21.14% |
$120K - $135K
|
12K
$589K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-3.24K- 31.83% |
$121K - $136K
|
6.93K
$340K
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-3.26K- 7.12% |
$121K - $137K
|
42.5K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.27K- 15.62% |
$122K - $138K
|
17.7K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.35K- 21.34% |
$125K - $141K
|
12.4K
$607K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-3.47K- 7.35% |
$129K - $146K
|
43.8K
$2.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.49K- 5.65% |
$130K - $147K
|
58.3K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.51K- 8.03% |
$131K - $148K
|
40.1K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-3.53K- 1.26% |
$132K - $149K
|
277K
$13.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-3.53K- 5.56% |
$132K - $149K
|
60.1K
$2.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-3.54K- 27.99% |
$132K - $149K
|
9.12K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.55K- 11.36% |
$132K - $149K
|
27.7K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.71K- 21.05% |
$138K - $156K
|
13.9K
$683K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.74K- 4.31% |
$139K - $157K
|
83K
$4.07M
|