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 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
6.04KNew |
$239K - $257K
|
6.04K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6KNew |
$238K - $255K
|
6K
$294K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.98K+ 3.77% |
$237K - $254K
|
165K
$8.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5.96KNew |
$236K - $253K
|
5.96K
$292K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
5.92KNew |
$234K - $252K
|
5.92K
$290K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
5.9K+ 114.12% |
$234K - $251K
|
11.1K
$542K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.82KNew |
$231K - $247K
|
5.82K
$285K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.79KNew |
$229K - $246K
|
5.79K
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
5.79K+ 119.0% |
$229K - $246K
|
10.7K
$522K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.77K+ 17.74% |
$228K - $245K
|
38.3K
$1.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.73KNew |
$227K - $243K
|
5.73K
$280K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.7KNew |
$226K - $242K
|
5.7K
$279K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.68KNew |
$225K - $241K
|
5.68K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.67K+ 32.7% |
$225K - $241K
|
23K
$1.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
5.64K+ 4.7% |
$223K - $240K
|
126K
$6.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.51K+ 31.68% |
$218K - $234K
|
22.9K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
5.45KNew |
$216K - $232K
|
5.45K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.38KNew |
$213K - $228K
|
5.38K
$263K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.27K+ 4.57% |
$209K - $224K
|
121K
$5.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
5.16K+ 42.2% |
$204K - $219K
|
17.4K
$852K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.14KNew |
$204K - $219K
|
5.14K
$252K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
5.13KNew |
$203K - $218K
|
5.13K
$251K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.1K+ 10.47% |
$202K - $217K
|
53.8K
$2.64M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5.05KNew |
$200K - $215K
|
5.05K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.05KNew |
$200K - $214K
|
5.05K
$247K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.02K+ 23.7% |
$199K - $213K
|
26.2K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5K+ 99.62% |
$198K - $212K
|
10K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.92K+ 5.82% |
$195K - $209K
|
89.4K
$4.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.92K+ 73.59% |
$195K - $209K
|
11.6K
$568K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4.81K+ 5.28% |
$190K - $204K
|
95.8K
$4.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.75K+ 21.38% |
$188K - $202K
|
27K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.74K+ 0.94% |
$188K - $201K
|
508K
$24.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.74K+ 3.82% |
$188K - $201K
|
129K
$6.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.66K+ 9.45% |
$185K - $198K
|
54K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.55K+ 25.49% |
$180K - $193K
|
22.4K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.53K+ 19.24% |
$179K - $192K
|
28.1K
$1.38M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.37K+ 20.34% |
$173K - $186K
|
25.9K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.34K+ 1.88% |
$172K - $184K
|
236K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.3K+ 23.37% |
$170K - $183K
|
22.7K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.15K+ 28.46% |
$164K - $176K
|
18.7K
$917K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.11K+ 28.14% |
$163K - $175K
|
18.7K
$917K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.95K+ 3.62% |
$156K - $168K
|
113K
$5.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.92K+ 11.0% |
$155K - $167K
|
39.6K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.92K+ 6.34% |
$155K - $166K
|
65.7K
$3.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.87KNew |
$153K - $164K
|
3.87K
$189K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.83K+ 18.62% |
$152K - $163K
|
24.4K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.63KNew |
$144K - $154K
|
3.63K
$178K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.6K+ 178.73% |
$142K - $153K
|
5.61K
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.58K+ 10.59% |
$142K - $152K
|
37.4K
$1.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.48K+ 615.19% |
$138K - $148K
|
4.05K
$198K
|