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
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.2K- 5.96% |
$305K - $345K
|
129K
$6.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-8.3K- 5.28% |
$309K - $349K
|
149K
$7.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.41K- 87.06% |
$313K - $354K
|
1.25K
$61.4K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.55K- 0.73% |
$319K - $360K
|
1.16M
$57.1M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.76K- 1.51% |
$327K - $369K
|
570K
$28M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-8.81K- 2.6% |
$328K - $371K
|
330K
$16.2M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.84K- 3.62% |
$330K - $373K
|
235K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.02K- 4.3% |
$336K - $380K
|
201K
$9.87M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-9.26K- 37.54% |
$345K - $390K
|
15.4K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-9.3K- 7.88% |
$347K - $392K
|
109K
$5.34M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-9.41K- 6.34% |
$351K - $396K
|
139K
$6.83M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-9.59K- 65.25% |
$357K - $404K
|
5.11K
$251K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-9.75K- 17.18% |
$363K - $411K
|
47K
$2.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-9.75K- 49.37% |
$363K - $411K
|
10K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.7K- 5.76% |
$397K - $449K
|
175K
$8.57M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-10.7K- 56.95% |
$400K - $452K
|
8.11K
$398K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10.8K- 20.36% |
$402K - $454K
|
42.2K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.5K- 38.99% |
$429K - $485K
|
18K
$885K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-11.8K- 69.7% |
$439K - $496K
|
5.12K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-12K- 1.19% |
$448K - $507K
|
1M
$49.2M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.1K- 8.22% |
$452K - $511K
|
135K
$6.65M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-12.2K- 25.42% |
$453K - $512K
|
35.7K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.6K- 37.97% |
$471K - $532K
|
20.6K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.8K- 1.9% |
$478K - $540K
|
663K
$32.6M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-13.1K- 3.99% |
$488K - $551K
|
315K
$15.5M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-13.3K- 17.86% |
$496K - $561K
|
61.3K
$3.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-14.1K- 52.45% |
$526K - $594K
|
12.8K
$628K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-15K- 57.24% |
$558K - $631K
|
11.2K
$549K
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-15.3K- 93.01% |
$571K - $646K
|
1.15K
$56.6K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.6K- 13.08% |
$582K - $658K
|
104K
$5.09M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.8K- 14.95% |
$590K - $667K
|
90.1K
$4.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16K- 1.38% |
$598K - $676K
|
1.15M
$56.5M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-16.3K- 13.77% |
$608K - $687K
|
102K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.3K- 1.96% |
$609K - $688K
|
818K
$40.2M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-16.4K- 3.7% |
$609K - $689K
|
426K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-16.4K- 32.96% |
$612K - $691K
|
33.4K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.4K- 7.32% |
$613K - $693K
|
208K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-16.4K- 31.9% |
$613K - $693K
|
35.1K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.6K- 47.76% |
$618K - $698K
|
18.1K
$890K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-17.4K- 19.15% |
$647K - $731K
|
73.3K
$3.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-19.7K- 12.36% |
$735K - $831K
|
140K
$6.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-21.6K- 45.72% |
$803K - $908K
|
25.6K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-21.6K- 40.9% |
$805K - $910K
|
31.2K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-21.6K- 23.82% |
$806K - $911K
|
69.2K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-22K- 21.88% |
$820K - $927K
|
78.6K
$3.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-23.3K- 8.36% |
$867K - $980K
|
255K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.8K- 9.11% |
$888K - $1M
|
238K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-30.1K- 63.37% |
$1.12M - $1.27M
|
17.4K
$854K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-30.5K- 32.3% |
$1.14M - $1.28M
|
63.9K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-32.4K- 12.86% |
$1.21M - $1.36M
|
220K
$10.8M
|