Purchases and Sales Made in Q2 2024 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.08K+ 13.87% |
$42.8K - $45.9K
|
8.88K
$435K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.08K+ 7.32% |
$42.8K - $45.9K
|
15.8K
$776K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.08K+ 4.15% |
$42.8K - $45.9K
|
27.1K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 74.77% |
$41.9K - $45K
|
2.47K
$121K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.05K+ 49.93% |
$41.7K - $44.7K
|
3.16K
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.05K+ 1.39% |
$41.7K - $44.7K
|
77K
$3.77M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 13.5% |
$41.5K - $44.5K
|
8.8K
$431K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
1.04K+ 6.81% |
$41.2K - $44.2K
|
16.3K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.04K+ 7.82% |
$41.1K - $44.1K
|
14.3K
$702K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.02K+ 0.17% |
$40.4K - $43.4K
|
610K
$29.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.01KNew |
$40.1K - $43.1K
|
1.01K
$49.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
998+ 0.91% |
$39.5K - $42.4K
|
110K
$5.41M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
996+ 1.8% |
$39.4K - $42.3K
|
56.3K
$2.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
995+ 5.06% |
$39.4K - $42.3K
|
20.7K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
955+ 13.05% |
$37.8K - $40.6K
|
8.28K
$405K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
946+ 0.66% |
$37.5K - $40.2K
|
145K
$7.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
929+ 0.23% |
$36.8K - $39.5K
|
404K
$19.8M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
912+ 0.55% |
$36.1K - $38.8K
|
168K
$8.24M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
891+ 13.37% |
$35.3K - $37.9K
|
7.55K
$370K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
887+ 2.53% |
$35.1K - $37.7K
|
35.9K
$1.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
878+ 11.6% |
$34.8K - $37.3K
|
8.45K
$414K
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
877+ 3.85% |
$34.7K - $37.3K
|
23.6K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
863+ 1.47% |
$34.2K - $36.7K
|
59.6K
$2.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
858+ 0.47% |
$34K - $36.5K
|
183K
$8.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
852+ 17.0% |
$33.7K - $36.2K
|
5.87K
$287K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
818+ 6.12% |
$32.4K - $34.8K
|
14.2K
$695K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
809+ 2.75% |
$32K - $34.4K
|
30.2K
$1.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
791+ 2.53% |
$31.3K - $33.6K
|
32K
$1.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
787+ 11.76% |
$31.2K - $33.4K
|
7.48K
$366K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
761+ 2.25% |
$30.1K - $32.3K
|
34.5K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
752+ 0.79% |
$29.8K - $32K
|
96.2K
$4.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
750New |
$29.7K - $31.9K
|
750
$36.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
735+ 2.06% |
$29.1K - $31.2K
|
36.5K
$1.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
734+ 2.6% |
$29.1K - $31.2K
|
28.9K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
727+ 6.5% |
$28.8K - $30.9K
|
11.9K
$584K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
727+ 12.43% |
$28.8K - $30.9K
|
6.58K
$322K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
725+ 470.78% |
$28.7K - $30.8K
|
879
$43.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
722+ 1.77% |
$28.6K - $30.7K
|
41.4K
$2.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
712+ 5.43% |
$28.2K - $30.3K
|
13.8K
$678K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
711+ 1.58% |
$28.1K - $30.2K
|
45.7K
$2.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
707+ 11.36% |
$28K - $30K
|
6.93K
$339K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
700+ 368.42% |
$27.7K - $29.7K
|
890
$43.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
688+ 2.89% |
$27.2K - $29.2K
|
24.5K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
687New |
$27.2K - $29.2K
|
687
$33.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
681New |
$27K - $28.9K
|
681
$33.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
673+ 1.2% |
$26.6K - $28.6K
|
56.9K
$2.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
668+ 1.78% |
$26.4K - $28.4K
|
38.3K
$1.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
663+ 2.11% |
$26.2K - $28.2K
|
32.2K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
651+ 2.11% |
$25.8K - $27.7K
|
31.6K
$1.55M
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
651+ 2.11% |
$25.8K - $27.7K
|
31.6K
$1.55M
|