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 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.2K+ 448.05% |
$1.04M - $1.11M
|
32.1K
$1.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
25.9KNew |
$1.03M - $1.1M
|
25.9K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25.4K+ 33.91% |
$1M - $1.08M
|
100K
$4.91M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
24.7KNew |
$978K - $1.05M
|
24.7K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.5K+ 65.56% |
$971K - $1.04M
|
61.9K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.1K+ 5.29% |
$953K - $1.02M
|
479K
$23.5M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
23.9K+ 197.14% |
$946K - $1.02M
|
36K
$1.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
23.4K+ 3.28% |
$928K - $996K
|
738K
$36.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22.5K+ 3534.12% |
$890K - $955K
|
23.1K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
22.4K+ 3.93% |
$885K - $950K
|
592K
$29M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
22.3KNew |
$884K - $949K
|
22.3K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.8K+ 264.03% |
$863K - $926K
|
30.1K
$1.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.4K+ 13.91% |
$845K - $907K
|
175K
$8.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.1K+ 61.08% |
$836K - $898K
|
55.7K
$2.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
21.1KNew |
$835K - $897K
|
21.1K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
21K+ 51.26% |
$833K - $894K
|
62.1K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
21KNew |
$831K - $892K
|
21K
$1.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
20.9KNew |
$827K - $888K
|
20.9K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20.1KNew |
$795K - $853K
|
20.1K
$984K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
20KNew |
$794K - $852K
|
20K
$982K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
20K+ 8.83% |
$792K - $850K
|
247K
$12.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.9K+ 18.0% |
$789K - $847K
|
131K
$6.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
19.6K+ 38.34% |
$777K - $834K
|
70.8K
$3.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19.5K+ 15.53% |
$771K - $827K
|
145K
$7.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
19.4K+ 28.34% |
$768K - $824K
|
87.9K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$764K - $820K
|
19.3K
$946K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
19.1KNew |
$757K - $812K
|
19.1K
$936K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
19.1K+ 2.24% |
$756K - $812K
|
872K
$42.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
18.7K+ 23.74% |
$738K - $792K
|
97.2K
$4.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.6K+ 29.65% |
$736K - $790K
|
81.3K
$3.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18.2KNew |
$720K - $773K
|
18.2K
$891K
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
18.1K+ 17.44% |
$718K - $770K
|
122K
$5.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
18KNew |
$713K - $765K
|
18K
$882K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.9K+ 24.75% |
$710K - $763K
|
90.5K
$4.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.8K+ 15.63% |
$705K - $757K
|
132K
$6.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17.8K+ 47.2% |
$704K - $756K
|
55.5K
$2.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
17.8KNew |
$703K - $754K
|
17.8K
$870K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
17.3KNew |
$686K - $736K
|
17.3K
$848K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16.7KNew |
$662K - $710K
|
16.7K
$819K
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
16.5KNew |
$653K - $701K
|
16.5K
$808K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.2KNew |
$641K - $688K
|
16.2K
$793K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.6K+ 17.31% |
$618K - $663K
|
106K
$5.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
15.4K+ 12.57% |
$611K - $656K
|
138K
$6.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
14.9K+ 18.92% |
$589K - $633K
|
93.6K
$4.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
14.7K+ 25.2% |
$581K - $624K
|
73K
$3.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
14.7K+ 21.34% |
$580K - $623K
|
83.4K
$4.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14.5K+ 178.58% |
$575K - $617K
|
22.7K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
14.4K+ 151.85% |
$571K - $613K
|
23.9K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.3K+ 3.42% |
$567K - $609K
|
433K
$21.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
13.9K+ 170.03% |
$550K - $590K
|
22.1K
$1.08M
|