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 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.32KNew |
$273K - $308K
|
7.32K
$359K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.15K+ 30.84% |
$266K - $301K
|
30.3K
$1.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.14K+ 1.93% |
$266K - $301K
|
376K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.09K+ 5.24% |
$264K - $299K
|
142K
$6.98M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7K+ 8.49% |
$261K - $295K
|
89.5K
$4.39M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.97KNew |
$260K - $294K
|
6.97K
$342K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.94KNew |
$259K - $292K
|
6.94K
$340K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
6.93K+ 5.86% |
$258K - $292K
|
125K
$6.13M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.83KNew |
$255K - $288K
|
6.83K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.8K+ 105.68% |
$254K - $287K
|
13.2K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6.75KNew |
$252K - $284K
|
6.75K
$331K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
6.69KNew |
$249K - $282K
|
6.69K
$328K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.64K+ 13.54% |
$248K - $280K
|
55.7K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.58KNew |
$245K - $277K
|
6.58K
$322K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6.55KNew |
$244K - $276K
|
6.55K
$321K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.55K+ 29.07% |
$244K - $276K
|
29.1K
$1.42M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.54K+ 8.65% |
$244K - $276K
|
82.2K
$4.03M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.51K+ 54.05% |
$242K - $274K
|
18.5K
$908K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.49KNew |
$242K - $273K
|
6.49K
$318K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.46K+ 5.34% |
$241K - $272K
|
127K
$6.25M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.44K+ 10.49% |
$240K - $271K
|
67.8K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.43KNew |
$240K - $271K
|
6.43K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.39K+ 9.44% |
$238K - $269K
|
74K
$3.63M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
6.37K+ 18.93% |
$237K - $268K
|
40K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
6.29KNew |
$235K - $265K
|
6.29K
$308K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
6.23KNew |
$232K - $262K
|
6.23K
$305K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.23K+ 99.65% |
$232K - $262K
|
12.5K
$611K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.2KNew |
$231K - $261K
|
6.2K
$304K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6.19K+ 5.84% |
$231K - $261K
|
112K
$5.49M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
6.12K+ 34.96% |
$228K - $258K
|
23.6K
$1.16M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.07K+ 13.39% |
$226K - $256K
|
51.4K
$2.52M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6KNew |
$224K - $253K
|
6K
$294K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.85KNew |
$218K - $246K
|
5.85K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
5.83K+ 6.84% |
$217K - $246K
|
91K
$4.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.76KNew |
$215K - $243K
|
5.76K
$282K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.73KNew |
$214K - $242K
|
5.73K
$281K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.73KNew |
$214K - $242K
|
5.73K
$281K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.62KNew |
$209K - $237K
|
5.62K
$275K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.6KNew |
$209K - $236K
|
5.6K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.59K+ 9.33% |
$208K - $236K
|
65.5K
$3.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.55KNew |
$207K - $234K
|
5.55K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.52KNew |
$206K - $232K
|
5.52K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.46K+ 3.23% |
$203K - $230K
|
174K
$8.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.45K+ 35.75% |
$203K - $230K
|
20.7K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
5.45K+ 15.3% |
$203K - $229K
|
41.1K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.42KNew |
$202K - $228K
|
5.42K
$266K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.37KNew |
$200K - $226K
|
5.37K
$263K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.35KNew |
$199K - $225K
|
5.35K
$262K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
5.32KNew |
$198K - $224K
|
5.32K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.31KNew |
$198K - $223K
|
5.31K
$260K
|