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
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.99K+ 6.65% |
$149K - $168K
|
64K
$3.13M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.81K+ 34.51% |
$142K - $160K
|
14.8K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.79K+ 22.56% |
$141K - $159K
|
20.6K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.74K+ 1.42% |
$139K - $157K
|
267K
$13.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.72K+ 4.36% |
$139K - $157K
|
89.1K
$4.37M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.72KNew |
$139K - $157K
|
3.72K
$182K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.68K+ 2.51% |
$137K - $155K
|
150K
$7.36M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
3.58K+ 10.11% |
$133K - $151K
|
39K
$1.91M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.48K+ 55.05% |
$130K - $147K
|
9.81K
$481K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.46K+ 670.54% |
$129K - $146K
|
3.98K
$195K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 11.0% |
$128K - $144K
|
34.6K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.41K+ 55.96% |
$127K - $144K
|
9.5K
$465K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.4K+ 1.13% |
$127K - $143K
|
305K
$15M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.25K+ 13.04% |
$121K - $137K
|
28.2K
$1.38M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.25K+ 19.71% |
$121K - $137K
|
19.7K
$967K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.23KNew |
$120K - $136K
|
3.23K
$158K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.15K+ 6.92% |
$117K - $133K
|
48.7K
$2.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.12K+ 24.56% |
$116K - $131K
|
15.8K
$775K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3.07K+ 1.67% |
$115K - $129K
|
187K
$9.15M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.03K+ 14.76% |
$113K - $128K
|
23.5K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3K+ 26.16% |
$112K - $126K
|
14.5K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.96K+ 24.07% |
$110K - $125K
|
15.2K
$747K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.95K+ 6.36% |
$110K - $124K
|
49.2K
$2.41M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.92K+ 6.06% |
$109K - $123K
|
51K
$2.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.91K+ 8.36% |
$108K - $122K
|
37.7K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.86K+ 23.26% |
$107K - $121K
|
15.2K
$743K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.83K+ 5.82% |
$106K - $119K
|
51.5K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.81K+ 1.18% |
$105K - $118K
|
241K
$11.8M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.8K+ 110.74% |
$105K - $118K
|
5.34K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.8KNew |
$104K - $118K
|
2.8K
$137K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.79K+ 5.71% |
$104K - $117K
|
51.6K
$2.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.76K+ 4.42% |
$103K - $116K
|
65.2K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.73K+ 40.09% |
$102K - $115K
|
9.55K
$468K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.72K+ 49.1% |
$101K - $115K
|
8.26K
$405K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
2.72K+ 3.09% |
$101K - $114K
|
90.4K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.69K+ 7.25% |
$100K - $113K
|
39.8K
$1.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.67K+ 9.41% |
$99.7K - $113K
|
31.1K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.58K+ 3.75% |
$96.3K - $109K
|
71.5K
$3.5M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.58K+ 129200.0% |
$96.3K - $109K
|
2.59K
$127K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.57K+ 15.44% |
$95.7K - $108K
|
19.2K
$941K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
2.5K+ 26.46% |
$93.2K - $105K
|
12K
$585K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.44K+ 3.76% |
$91.1K - $103K
|
67.5K
$3.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.43K+ 22.55% |
$90.7K - $102K
|
13.2K
$648K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.41K+ 33.15% |
$89.6K - $101K
|
9.66K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.36KNew |
$88.1K - $99.6K
|
2.36K
$116K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.35K+ 8.37% |
$87.6K - $99K
|
30.4K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.34K+ 4.97% |
$87.1K - $98.4K
|
49.4K
$2.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.29K+ 6.31% |
$85.3K - $96.5K
|
38.6K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.25K+ 2.07% |
$83.7K - $94.6K
|
111K
$5.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
2.07K+ 5.92% |
$77.3K - $87.3K
|
37.1K
$1.82M
|