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 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
102KNew |
$3.78M - $4.28M
|
102K
$4.97M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
99.1KNew |
$3.69M - $4.17M
|
99.1K
$4.85M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
97.9K+ 103.3% |
$3.65M - $4.12M
|
193K
$9.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
95.3K+ 9.73% |
$3.55M - $4.01M
|
1.08M
$52.7M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
92K+ 104.56% |
$3.43M - $3.88M
|
180K
$8.82M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
91.3K+ 8.93% |
$3.4M - $3.84M
|
1.11M
$54.5M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
86.3K+ 33.17% |
$3.22M - $3.64M
|
347K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
82.7K+ 286.35% |
$3.08M - $3.49M
|
112K
$5.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
82.5K+ 38.78% |
$3.08M - $3.48M
|
295K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
81.4K+ 56.06% |
$3.03M - $3.43M
|
227K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
81.2KNew |
$3.02M - $3.42M
|
81.2K
$3.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
79.4K+ 18.73% |
$2.96M - $3.35M
|
503K
$24.7M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
74K+ 18.94% |
$2.76M - $3.12M
|
465K
$22.8M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
72.9K+ 19.13% |
$2.72M - $3.07M
|
454K
$22.2M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70.8K+ 227.3% |
$2.64M - $2.98M
|
102K
$5M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
70K+ 8.93% |
$2.61M - $2.95M
|
853K
$41.8M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
69.4K+ 13.87% |
$2.59M - $2.92M
|
569K
$27.9M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
69.2K+ 19.82% |
$2.58M - $2.92M
|
419K
$20.5M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
69K+ 85.19% |
$2.57M - $2.91M
|
150K
$7.35M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
65.5K+ 228.2% |
$2.44M - $2.76M
|
94.3K
$4.62M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
64.6K+ 249.93% |
$2.41M - $2.72M
|
90.5K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
63KNew |
$2.35M - $2.65M
|
63K
$3.08M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
61.3K+ 24.78% |
$2.29M - $2.58M
|
309K
$15.1M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
61KNew |
$2.27M - $2.57M
|
61K
$2.99M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
60.6K+ 58.52% |
$2.26M - $2.55M
|
164K
$8.05M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
60K+ 115.8% |
$2.24M - $2.53M
|
112K
$5.48M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
59.5K+ 127.26% |
$2.22M - $2.51M
|
106K
$5.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58.5K+ 106.05% |
$2.18M - $2.46M
|
114K
$5.57M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
57.7K+ 535.64% |
$2.15M - $2.43M
|
68.5K
$3.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
56.6K+ 35.46% |
$2.11M - $2.38M
|
216K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
55.4K+ 79.16% |
$2.06M - $2.33M
|
125K
$6.14M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55K+ 201.73% |
$2.05M - $2.32M
|
82.3K
$4.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
53.8KNew |
$2.01M - $2.27M
|
53.8K
$2.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
50.2K+ 132021.05% |
$1.87M - $2.11M
|
50.2K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
49.5KNew |
$1.84M - $2.08M
|
49.5K
$2.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
48.8KNew |
$1.82M - $2.06M
|
48.8K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
47.3KNew |
$1.76M - $1.99M
|
47.3K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
47.2KNew |
$1.76M - $1.99M
|
47.2K
$2.31M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
46.3K+ 71.05% |
$1.73M - $1.95M
|
111K
$5.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
BUY
|
- |
46.2KNew |
$1.72M - $1.94M
|
46.2K
$2.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
45.7K+ 5493.62% |
$1.7M - $1.92M
|
46.5K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
45.2K+ 83.66% |
$1.69M - $1.91M
|
99.3K
$4.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
45K+ 63.81% |
$1.68M - $1.9M
|
116K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.1K+ 33.71% |
$1.64M - $1.86M
|
175K
$8.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
43.3KNew |
$1.62M - $1.83M
|
43.3K
$2.12M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
42.6K+ 175.19% |
$1.59M - $1.79M
|
66.9K
$3.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
42.4K+ 80.98% |
$1.58M - $1.79M
|
94.8K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.2K+ 9.96% |
$1.54M - $1.74M
|
455K
$22.3M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
40.4K+ 6.62% |
$1.51M - $1.7M
|
651K
$31.9M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
40K+ 126.19% |
$1.49M - $1.69M
|
71.7K
$3.51M
|