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 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-37.1K- 27.17% |
$1.38M - $1.56M
|
99.5K
$4.88M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-37.7K- 16.75% |
$1.4M - $1.59M
|
187K
$9.17M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-40.9K- 69.7% |
$1.52M - $1.72M
|
17.8K
$871K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-43.1K- 13.58% |
$1.6M - $1.81M
|
274K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-44K- 12.69% |
$1.64M - $1.85M
|
303K
$14.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-46.7K- 11.01% |
$1.74M - $1.97M
|
377K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-51.5K- 23.59% |
$1.92M - $2.17M
|
167K
$8.17M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-52.9K- 18.19% |
$1.97M - $2.23M
|
238K
$11.7M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-54.5K- 72.04% |
$2.03M - $2.29M
|
21.1K
$1.04M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-56.9K- 48.74% |
$2.12M - $2.4M
|
59.8K
$2.93M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-57.4K- 19.27% |
$2.14M - $2.42M
|
240K
$11.8M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-59.8K- 12.57% |
$2.23M - $2.52M
|
416K
$20.4M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-67.1K- 87.45% |
$2.5M - $2.83M
|
9.62K
$471K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-68.9K- 43.02% |
$2.57M - $2.9M
|
91.3K
$4.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-70.2K- 47.68% |
$2.62M - $2.96M
|
77K
$3.77M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-70.6K- 25.56% |
$2.63M - $2.97M
|
206K
$10.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-70.9K- 33.47% |
$2.64M - $2.99M
|
141K
$6.91M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-79.2K- 61.66% |
$2.95M - $3.34M
|
49.3K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-82.3KClosed |
$3.07M - $3.47M
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-82.9K- 32.47% |
$3.09M - $3.49M
|
172K
$8.45M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-83.7K- 15.83% |
$3.12M - $3.52M
|
445K
$21.8M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-85.5K- 16.45% |
$3.19M - $3.6M
|
434K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-92.9K- 75.58% |
$3.46M - $3.91M
|
30K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-95.3K- 69.08% |
$3.55M - $4.02M
|
42.7K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-96K- 26.93% |
$3.58M - $4.04M
|
260K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-96.5K- 36.83% |
$3.6M - $4.06M
|
166K
$8.11M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-96.8K- 19.37% |
$3.61M - $4.08M
|
403K
$19.7M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-98.3K- 88.32% |
$3.66M - $4.14M
|
13K
$637K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-100K- 29.37% |
$3.74M - $4.23M
|
242K
$11.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-102K- 94.1% |
$3.81M - $4.3M
|
6.41K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-105K- 12.51% |
$3.9M - $4.4M
|
731K
$35.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-105K- 14.02% |
$3.9M - $4.41M
|
641K
$31.4M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-105K- 79.22% |
$3.9M - $4.41M
|
27.4K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-105K- 40.25% |
$3.9M - $4.41M
|
155K
$7.62M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-111K- 53.87% |
$4.15M - $4.69M
|
95.4K
$4.67M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-135K- 92.63% |
$5.02M - $5.67M
|
10.7K
$525K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-144K- 9.31% |
$5.38M - $6.08M
|
1.41M
$69M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-157K- 15.7% |
$5.86M - $6.63M
|
845K
$41.4M
|
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-159K- 8.02% |
$5.94M - $6.71M
|
1.83M
$89.5M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-178K- 17.06% |
$6.64M - $7.51M
|
867K
$42.5M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-180K- 11.38% |
$6.71M - $7.58M
|
1.4M
$68.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-182K- 6.72% |
$6.8M - $7.69M
|
2.53M
$124M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-183K- 49.81% |
$6.8M - $7.69M
|
184K
$9.01M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-201K- 41.18% |
$7.48M - $8.46M
|
287K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-204K- 30.89% |
$7.61M - $8.6M
|
457K
$22.4M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-215K- 87.65% |
$8.01M - $9.06M
|
30.3K
$1.48M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-219K- 26.87% |
$8.16M - $9.22M
|
596K
$29.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-228K- 85.03% |
$8.51M - $9.62M
|
40.2K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
SELL
|
- |
-232K- 87.29% |
$8.66M - $9.79M
|
33.8K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-262K- 47.59% |
$9.75M - $11M
|
288K
$14.1M
|