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 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.75K- 20.62% |
$140K - $158K
|
14.4K
$710K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.88K- 11.82% |
$145K - $164K
|
29K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.93K- 1.66% |
$146K - $165K
|
232K
$11.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4K- 68.75% |
$149K - $168K
|
1.82K
$89.2K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.07K- 19.76% |
$152K - $171K
|
16.5K
$811K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.08K- 2.43% |
$152K - $172K
|
164K
$8.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-4.1K- 3.6% |
$153K - $173K
|
110K
$5.39M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.21K- 1.51% |
$157K - $177K
|
275K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.23K- 17.71% |
$158K - $178K
|
19.7K
$966K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-4.29K- 18.09% |
$160K - $181K
|
19.4K
$953K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.34K- 1.53% |
$162K - $183K
|
280K
$13.7M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.35K- 24.79% |
$162K - $183K
|
13.2K
$649K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4.41K- 25.61% |
$164K - $186K
|
12.8K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.41K- 9.7% |
$164K - $186K
|
41K
$2.01M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.42K- 19.64% |
$165K - $186K
|
18.1K
$889K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
SELL
|
- |
-4.45K- 75.54% |
$166K - $187K
|
1.44K
$70.7K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.56K- 3.57% |
$170K - $192K
|
123K
$6.05M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.6K- 48.08% |
$172K - $194K
|
4.97K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.7K- 18.16% |
$175K - $198K
|
21.2K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.77K- 26.72% |
$178K - $201K
|
13.1K
$643K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-4.78K- 6.5% |
$178K - $201K
|
68.8K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.85K- 37.33% |
$181K - $204K
|
8.14K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.86K- 1.51% |
$181K - $205K
|
318K
$15.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-5.11K- 12.68% |
$190K - $215K
|
35.2K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.18K- 12.08% |
$193K - $218K
|
37.7K
$1.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-5.19K- 2.72% |
$193K - $218K
|
186K
$9.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.34K- 26.53% |
$199K - $225K
|
14.8K
$726K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-5.39KClosed |
$201K - $227K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-5.5K- 7.6% |
$205K - $232K
|
66.9K
$3.29M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.53K- 4.01% |
$206K - $233K
|
132K
$6.5M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.73K- 3.31% |
$213K - $241K
|
167K
$8.21M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.89K- 71.3% |
$219K - $248K
|
2.37K
$116K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.92K- 12.81% |
$220K - $249K
|
40.3K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.95K- 46.49% |
$222K - $251K
|
6.85K
$336K
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-6.01K- 25.23% |
$224K - $253K
|
17.8K
$875K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-6.04K- 8.34% |
$225K - $255K
|
66.4K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-6.05K- 3.33% |
$225K - $255K
|
175K
$8.62M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.29K- 5.46% |
$234K - $265K
|
109K
$5.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.31K- 25.73% |
$235K - $266K
|
18.2K
$894K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-6.51K- 3.51% |
$243K - $274K
|
179K
$8.78M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-6.61K- 8.33% |
$246K - $278K
|
72.7K
$3.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-6.77K- 6.12% |
$252K - $285K
|
104K
$5.1M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.9K- 2.37% |
$257K - $291K
|
285K
$14M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-6.94K- 35.21% |
$259K - $292K
|
12.8K
$627K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7K- 7.0% |
$261K - $295K
|
93K
$4.57M
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-7.15K- 2.68% |
$266K - $301K
|
260K
$12.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-7.17K- 9.39% |
$267K - $302K
|
69.1K
$3.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-7.3K- 2.87% |
$272K - $307K
|
247K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-7.38K- 24.45% |
$275K - $311K
|
22.8K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-8.16K- 97.1% |
$304K - $344K
|
244
$12K
|