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 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-616- 3.7% |
$24.4K - $26.2K
|
16K
$785K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-616- 3.47% |
$24.4K - $26.2K
|
17.2K
$841K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-619- 27.58% |
$24.5K - $26.3K
|
1.63K
$79.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-623- 6.21% |
$24.7K - $26.5K
|
9.42K
$461K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-624- 10.15% |
$24.7K - $26.5K
|
5.53K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-624- 2.2% |
$24.7K - $26.5K
|
27.8K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-630- 5.96% |
$24.9K - $26.8K
|
9.94K
$487K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-635- 3.73% |
$25.1K - $27K
|
16.4K
$802K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-642- 6.53% |
$25.4K - $27.3K
|
9.19K
$450K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-646- 2.38% |
$25.6K - $27.4K
|
26.4K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-651- 6.77% |
$25.8K - $27.7K
|
8.97K
$440K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-653- 0.79% |
$25.9K - $27.7K
|
82K
$4.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-661- 1.6% |
$26.2K - $28.1K
|
40.6K
$1.99M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-671- 1.09% |
$26.6K - $28.5K
|
60.8K
$2.98M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-676- 5.54% |
$26.8K - $28.7K
|
11.5K
$564K
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-679- 6.41% |
$26.9K - $28.9K
|
9.92K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-680- 3.85% |
$26.9K - $28.9K
|
17K
$833K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-689- 4.09% |
$27.3K - $29.3K
|
16.2K
$793K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-691- 6.97% |
$27.4K - $29.4K
|
9.22K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-704- 8.97% |
$27.9K - $29.9K
|
7.14K
$350K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-708- 1.3% |
$28K - $30.1K
|
53.8K
$2.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-710- 1.12% |
$28.1K - $30.2K
|
62.7K
$3.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-712- 9.09% |
$28.2K - $30.3K
|
7.12K
$349K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-712- 3.3% |
$28.2K - $30.3K
|
20.9K
$1.02M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-718- 27.85% |
$28.4K - $30.5K
|
1.86K
$91.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-724- 13.67% |
$28.7K - $30.8K
|
4.57K
$224K
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-733- 7.86% |
$29K - $31.1K
|
8.59K
$421K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-750- 0.64% |
$29.7K - $31.9K
|
116K
$5.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-762- 0.77% |
$30.2K - $32.4K
|
98.2K
$4.81M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-772- 5.96% |
$30.6K - $32.8K
|
12.2K
$597K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-772- 10.55% |
$30.6K - $32.8K
|
6.54K
$321K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-774- 0.27% |
$30.6K - $32.9K
|
284K
$13.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-780- 13.67% |
$30.9K - $33.1K
|
4.92K
$241K
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-789- 6.21% |
$31.2K - $33.5K
|
11.9K
$583K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-790- 89.06% |
$31.3K - $33.6K
|
97
$4.75K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-790- 2.17% |
$31.3K - $33.6K
|
35.6K
$1.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-791- 6.44% |
$31.3K - $33.6K
|
11.5K
$563K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-829- 7.28% |
$32.8K - $35.2K
|
10.6K
$517K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-832- 0.26% |
$32.9K - $35.4K
|
314K
$15.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-837- 0.43% |
$33.1K - $35.6K
|
195K
$9.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-869- 3.68% |
$34.4K - $36.9K
|
22.7K
$1.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-878- 9.32% |
$34.8K - $37.3K
|
8.54K
$418K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-906- 1.23% |
$35.9K - $38.5K
|
72.8K
$3.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-911- 0.89% |
$36.1K - $38.7K
|
101K
$4.95M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-939- 5.18% |
$37.2K - $39.9K
|
17.2K
$842K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-949- 1.85% |
$37.6K - $40.3K
|
50.5K
$2.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-950- 2.26% |
$37.6K - $40.4K
|
41K
$2.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-966- 6.84% |
$38.2K - $41K
|
13.2K
$645K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-994- 7.77% |
$39.4K - $42.2K
|
11.8K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-994- 7.28% |
$39.4K - $42.2K
|
12.7K
$620K
|