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
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22.2K- 9.21% |
$877K - $942K
|
218K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-22.6K- 28.15% |
$893K - $959K
|
57.6K
$2.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-24.2K- 3.77% |
$958K - $1.03M
|
617K
$30.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.7K- 30.04% |
$979K - $1.05M
|
57.6K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-25.9K- 31.78% |
$1.03M - $1.1M
|
55.6K
$2.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-26.5K- 65.97% |
$1.05M - $1.13M
|
13.7K
$670K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-26.8K- 14.98% |
$1.06M - $1.14M
|
152K
$7.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-27.1K- 52.93% |
$1.07M - $1.15M
|
24.1K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-28.3K- 9.58% |
$1.12M - $1.2M
|
267K
$13.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-29.3K- 77.83% |
$1.16M - $1.25M
|
8.36K
$409K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-29.4K- 7.8% |
$1.16M - $1.25M
|
348K
$17M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-29.9K- 11.73% |
$1.18M - $1.27M
|
225K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-31.6K- 62.54% |
$1.25M - $1.34M
|
18.9K
$928K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-31.9K- 8.49% |
$1.26M - $1.36M
|
344K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-34K- 87.18% |
$1.35M - $1.44M
|
5K
$245K
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-34.1K- 49.37% |
$1.35M - $1.45M
|
35K
$1.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-34.3K- 33.75% |
$1.36M - $1.46M
|
67.3K
$3.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-35.7K- 25.68% |
$1.41M - $1.52M
|
103K
$5.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-35.7K- 19.4% |
$1.42M - $1.52M
|
149K
$7.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-37KClosed |
$1.46M - $1.57M
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-43.4K- 23.51% |
$1.72M - $1.84M
|
141K
$6.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-45K- 49.77% |
$1.78M - $1.91M
|
45.5K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-45.7K- 46.12% |
$1.81M - $1.94M
|
53.4K
$2.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-46K- 19.83% |
$1.82M - $1.96M
|
186K
$9.12M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-47.9K- 18.0% |
$1.9M - $2.04M
|
218K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.9K- 2.31% |
$1.94M - $2.08M
|
2.07M
$101M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-50K- 30.0% |
$1.98M - $2.12M
|
117K
$5.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-51.5K- 8.04% |
$2.04M - $2.19M
|
589K
$28.8M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-54.4K- 15.69% |
$2.15M - $2.31M
|
292K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-56.6K- 8.54% |
$2.24M - $2.41M
|
606K
$29.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-56.8K- 37.86% |
$2.25M - $2.41M
|
93.2K
$4.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-58.1K- 4.14% |
$2.3M - $2.47M
|
1.34M
$65.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-64K- 44.94% |
$2.53M - $2.72M
|
78.4K
$3.84M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-64.9K- 37.33% |
$2.57M - $2.76M
|
109K
$5.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-68.2K- 2.66% |
$2.7M - $2.9M
|
2.5M
$123M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-69.7K- 4.82% |
$2.76M - $2.96M
|
1.38M
$67.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-76.5K- 40.95% |
$3.03M - $3.25M
|
110K
$5.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-80.9K- 50.38% |
$3.2M - $3.44M
|
79.7K
$3.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-81.5K- 73.12% |
$3.23M - $3.46M
|
30K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-82.3K- 73.71% |
$3.26M - $3.5M
|
29.3K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-83.7K- 18.26% |
$3.31M - $3.56M
|
375K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-92K- 51.11% |
$3.64M - $3.91M
|
88K
$4.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-94.8K- 11.08% |
$3.75M - $4.03M
|
761K
$37.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-102K- 9.2% |
$4.04M - $4.34M
|
1.01M
$49.3M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-116K- 55.81% |
$4.6M - $4.94M
|
92K
$4.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-119K- 20.89% |
$4.71M - $5.06M
|
451K
$22.1M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-120K- 98.87% |
$4.76M - $5.11M
|
1.37K
$67.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-120K- 95.2% |
$4.76M - $5.11M
|
6.06K
$297K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-121K- 10.56% |
$4.81M - $5.16M
|
1.03M
$50.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-127K- 23.4% |
$5.02M - $5.39M
|
415K
$20.3M
|