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 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-200- 2.0% |
$7.92K - $8.5K
|
9.8K
$480K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-202- 33.17% |
$8K - $8.58K
|
407
$19.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-212- 7.54% |
$8.39K - $9.01K
|
2.6K
$127K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-214- 0.76% |
$8.47K - $9.09K
|
27.8K
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-220- 0.82% |
$8.71K - $9.35K
|
26.6K
$1.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-233- 2.85% |
$9.22K - $9.9K
|
7.94K
$389K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-236- 1.57% |
$9.34K - $10K
|
14.8K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-244- 1.81% |
$9.66K - $10.4K
|
13.3K
$650K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-249- 22.37% |
$9.86K - $10.6K
|
864
$42.3K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-250- 14.76% |
$9.9K - $10.6K
|
1.44K
$70.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-250- 1.93% |
$9.9K - $10.6K
|
12.7K
$623K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-250- 1.09% |
$9.9K - $10.6K
|
22.8K
$1.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-250- 1.0% |
$9.9K - $10.6K
|
24.7K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-250- 4.42% |
$9.9K - $10.6K
|
5.41K
$265K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-254- 1.98% |
$10.1K - $10.8K
|
12.5K
$615K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-258- 0.7% |
$10.2K - $11K
|
36.8K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-260- 3.37% |
$10.3K - $11K
|
7.46K
$365K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-263- 16.82% |
$10.4K - $11.2K
|
1.3K
$63.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-277- 6.18% |
$11K - $11.8K
|
4.21K
$206K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-280- 3.55% |
$11.1K - $11.9K
|
7.61K
$373K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-285- 3.32% |
$11.3K - $12.1K
|
8.31K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-285- 1.87% |
$11.3K - $12.1K
|
15K
$733K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-285- 1.87% |
$11.3K - $12.1K
|
15K
$733K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-293- 1.98% |
$11.6K - $12.4K
|
14.5K
$710K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-294- 2.32% |
$11.6K - $12.5K
|
12.4K
$607K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-300- 0.87% |
$11.9K - $12.7K
|
34.2K
$1.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-300- 1.7% |
$11.9K - $12.7K
|
17.4K
$851K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-300- 3.19% |
$11.9K - $12.7K
|
9.11K
$446K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-300- 2.42% |
$11.9K - $12.7K
|
12.1K
$593K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-300- 1.08% |
$11.9K - $12.7K
|
27.4K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-304- 4.14% |
$12K - $12.9K
|
7.03K
$345K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-304- 11.14% |
$12K - $12.9K
|
2.43K
$119K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-313- 0.42% |
$12.4K - $13.3K
|
73.9K
$3.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-317- 3.01% |
$12.6K - $13.5K
|
10.2K
$500K
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-318- 5.98% |
$12.6K - $13.5K
|
5K
$245K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-320- 3.93% |
$12.7K - $13.6K
|
7.83K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-320- 5.45% |
$12.7K - $13.6K
|
5.55K
$272K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-320- 1.24% |
$12.7K - $13.6K
|
25.5K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-325- 1.47% |
$12.9K - $13.8K
|
21.8K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-326- 0.54% |
$12.9K - $13.9K
|
60.4K
$2.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-330- 0.7% |
$13.1K - $14K
|
47K
$2.3M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-334- 0.55% |
$13.2K - $14.2K
|
60.9K
$2.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-340- 1.56% |
$13.5K - $14.4K
|
21.5K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-344- 1.25% |
$13.6K - $14.6K
|
27.1K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-357- 5.55% |
$14.1K - $15.2K
|
6.07K
$297K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-366- 3.07% |
$14.5K - $15.6K
|
11.6K
$567K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-366- 1.21% |
$14.5K - $15.6K
|
29.9K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-376- 4.18% |
$14.9K - $16K
|
8.62K
$422K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-379- 3.51% |
$15K - $16.1K
|
10.4K
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-380- 7.12% |
$15K - $16.1K
|
4.96K
$243K
|