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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
650+ 3.36% |
$25.7K - $27.6K
|
20K
$979K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
620+ 3.57% |
$24.5K - $26.3K
|
18K
$882K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
613+ 2.88% |
$24.3K - $26K
|
21.9K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
601+ 0.63% |
$23.8K - $25.5K
|
96.1K
$4.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
601+ 3.11% |
$23.8K - $25.5K
|
19.9K
$977K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
595+ 5.75% |
$23.6K - $25.3K
|
10.9K
$536K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
588+ 0.72% |
$23.3K - $25K
|
81.8K
$4M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
586+ 4.12% |
$23.2K - $24.9K
|
14.8K
$726K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
579+ 2.56% |
$22.9K - $24.6K
|
23.2K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
570+ 31.06% |
$22.6K - $24.2K
|
2.41K
$118K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
570+ 0.87% |
$22.6K - $24.2K
|
66.1K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
563+ 0.54% |
$22.3K - $23.9K
|
105K
$5.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
527+ 2.58% |
$20.9K - $22.4K
|
20.9K
$1.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
510+ 3.55% |
$20.2K - $21.7K
|
14.9K
$730K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
505+ 7.44% |
$20K - $21.5K
|
7.29K
$357K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
497+ 9.6% |
$19.7K - $21.1K
|
5.67K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
492+ 3.64% |
$19.5K - $20.9K
|
14K
$686K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
488New |
$19.3K - $20.7K
|
488
$23.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
482+ 0.98% |
$19.1K - $20.5K
|
49.9K
$2.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
480+ 7.71% |
$19K - $20.4K
|
6.71K
$329K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
469+ 3.24% |
$18.6K - $19.9K
|
14.9K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
452+ 0.96% |
$17.9K - $19.2K
|
47.7K
$2.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
BUY
|
- |
450+ 0.97% |
$17.8K - $19.1K
|
46.6K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
430+ 2.13% |
$17K - $18.3K
|
20.6K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
423+ 0.29% |
$16.7K - $18K
|
148K
$7.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
407+ 0.85% |
$16.1K - $17.3K
|
48.3K
$2.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
407+ 0.95% |
$16.1K - $17.3K
|
43.5K
$2.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
407+ 0.94% |
$16.1K - $17.3K
|
43.8K
$2.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
403+ 3.2% |
$16K - $17.1K
|
13K
$636K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
400New |
$15.8K - $17K
|
400
$19.6K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
400New |
$15.8K - $17K
|
400
$19.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
392+ 179.82% |
$15.5K - $16.7K
|
610
$29.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
390+ 0.81% |
$15.4K - $16.6K
|
48.8K
$2.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
389+ 6.73% |
$15.4K - $16.5K
|
6.17K
$302K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
388+ 3.63% |
$15.4K - $16.5K
|
11.1K
$542K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
381+ 1.15% |
$15.1K - $16.2K
|
33.6K
$1.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
380+ 40.25% |
$15K - $16.1K
|
1.32K
$64.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
380+ 0.81% |
$15K - $16.1K
|
47K
$2.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
379+ 7.36% |
$15K - $16.1K
|
5.53K
$271K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
359+ 1.68% |
$14.2K - $15.3K
|
21.7K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
357+ 1.14% |
$14.1K - $15.2K
|
31.8K
$1.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
344+ 4.06% |
$13.6K - $14.6K
|
8.82K
$432K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
337+ 6.37% |
$13.3K - $14.3K
|
5.63K
$276K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
334+ 0.13% |
$13.2K - $14.2K
|
261K
$12.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
330+ 0.57% |
$13.1K - $14K
|
58.7K
$2.87M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
328+ 2.32% |
$13K - $13.9K
|
14.5K
$709K
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
326+ 0.54% |
$12.9K - $13.9K
|
60.4K
$2.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
322+ 0.95% |
$12.7K - $13.7K
|
34.1K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
314+ 6.32% |
$12.4K - $13.3K
|
5.29K
$259K
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
312+ 0.84% |
$12.4K - $13.3K
|
37.5K
$1.84M
|