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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
40K+ 3.07% |
$1.49M - $1.68M
|
1.34M
$65.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
39.7K+ 112.99% |
$1.48M - $1.67M
|
74.8K
$3.66M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
39.6K+ 52.56% |
$1.47M - $1.67M
|
115K
$5.63M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
37.3K+ 26.51% |
$1.39M - $1.57M
|
178K
$8.73M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.1K+ 276.56% |
$1.38M - $1.56M
|
50.5K
$2.48M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
35.7KNew |
$1.33M - $1.5M
|
35.7K
$1.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
35.4K+ 18.08% |
$1.32M - $1.49M
|
231K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.8K+ 56.35% |
$1.3M - $1.47M
|
96.6K
$4.73M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
34.6KNew |
$1.29M - $1.46M
|
34.6K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
34KNew |
$1.27M - $1.43M
|
34K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
34K+ 23.87% |
$1.27M - $1.43M
|
176K
$8.64M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
33.8K+ 26.8% |
$1.26M - $1.43M
|
160K
$7.84M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
33.8K+ 3.89% |
$1.26M - $1.42M
|
902K
$44.2M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33.6K+ 55152.46% |
$1.25M - $1.42M
|
33.7K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
33.6K+ 4.93% |
$1.25M - $1.42M
|
715K
$35M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
33.5KNew |
$1.25M - $1.41M
|
33.5K
$1.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
32.7K+ 590.58% |
$1.22M - $1.38M
|
38.3K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
31.9K+ 42.38% |
$1.19M - $1.34M
|
107K
$5.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
31.6KNew |
$1.18M - $1.33M
|
31.6K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
31.4KNew |
$1.17M - $1.32M
|
31.4K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31.2K+ 41.84% |
$1.16M - $1.32M
|
106K
$5.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
30.6K+ 145.75% |
$1.14M - $1.29M
|
51.5K
$2.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
30.5KNew |
$1.14M - $1.28M
|
30.5K
$1.49M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29.8KNew |
$1.11M - $1.26M
|
29.8K
$1.46M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
29.7KNew |
$1.11M - $1.25M
|
29.7K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
29.4KNew |
$1.09M - $1.24M
|
29.4K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
29.1K+ 57.07% |
$1.09M - $1.23M
|
80.2K
$3.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
29KNew |
$1.08M - $1.22M
|
29K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.8K+ 33.87% |
$1.07M - $1.21M
|
114K
$5.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
28.2KNew |
$1.05M - $1.19M
|
28.2K
$1.38M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
27.6K+ 16.37% |
$1.03M - $1.16M
|
196K
$9.6M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
25.5K+ 50.63% |
$951K - $1.08M
|
75.9K
$3.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25.5K+ 21.32% |
$950K - $1.07M
|
145K
$7.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
25.3K+ 55.46% |
$942K - $1.06M
|
70.9K
$3.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
25.2K+ 1.64% |
$941K - $1.06M
|
1.57M
$76.7M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
25KNew |
$932K - $1.05M
|
25K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
24.7KNew |
$921K - $1.04M
|
24.7K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
24.6K+ 15.38% |
$917K - $1.04M
|
185K
$9.05M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
23.8KNew |
$889K - $1M
|
23.8K
$1.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
23K+ 16.13% |
$856K - $967K
|
165K
$8.1M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
22.8KNew |
$849K - $959K
|
22.8K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
22.4KNew |
$836K - $945K
|
22.4K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
22.4K+ 45.95% |
$835K - $943K
|
71.1K
$3.49M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
21.9KNew |
$814K - $920K
|
21.9K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
21.8K+ 27.49% |
$814K - $919K
|
101K
$4.96M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
21.7KNew |
$808K - $913K
|
21.7K
$1.06M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
21.5KNew |
$801K - $905K
|
21.5K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
21.4K+ 40.11% |
$797K - $901K
|
74.7K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
20.5KNew |
$764K - $864K
|
20.5K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
20.4K+ 3.99% |
$760K - $859K
|
531K
$26M
|