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 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.47K+ 8.01% |
$137K - $148K
|
46.8K
$2.29M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.45K+ 16.19% |
$136K - $146K
|
24.7K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.43K+ 14.76% |
$136K - $146K
|
26.7K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.41K+ 11.62% |
$135K - $145K
|
32.8K
$1.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
3.35K+ 7.17% |
$133K - $142K
|
50K
$2.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.34K+ 1.42% |
$132K - $142K
|
239K
$11.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.33K+ 11.65% |
$132K - $141K
|
31.9K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.33K+ 48.85% |
$132K - $141K
|
10.1K
$497K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.27K+ 16.24% |
$129K - $139K
|
23.4K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.26K+ 0.23% |
$129K - $139K
|
1.41M
$68.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.25K+ 1.98% |
$129K - $138K
|
167K
$8.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
3.25K+ 11.07% |
$129K - $138K
|
32.6K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.16K+ 3.64% |
$125K - $134K
|
89.8K
$4.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.14K+ 7.82% |
$124K - $133K
|
43.3K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.1K+ 15.09% |
$123K - $132K
|
23.6K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
3.09K+ 2.84% |
$122K - $131K
|
112K
$5.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.01K+ 300.3% |
$119K - $128K
|
4.02K
$197K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3KNew |
$119K - $127K
|
3K
$147K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.89K+ 44.85% |
$114K - $123K
|
9.33K
$457K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.88K+ 2.37% |
$114K - $122K
|
124K
$6.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.79K+ 9.2% |
$110K - $119K
|
33.1K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.73K+ 27.47% |
$108K - $116K
|
12.7K
$621K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.72K+ 4.27% |
$108K - $115K
|
66.4K
$3.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
2.7K+ 42.17% |
$107K - $115K
|
9.11K
$446K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.68K+ 72.05% |
$106K - $114K
|
6.4K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.64K+ 12.75% |
$105K - $112K
|
23.3K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.5K+ 12.54% |
$98.9K - $106K
|
22.4K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.47K+ 2.97% |
$97.7K - $105K
|
85.4K
$4.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.42K+ 32.76% |
$95.8K - $103K
|
9.8K
$480K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.38K+ 5.37% |
$94.1K - $101K
|
46.6K
$2.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.37K+ 1.65% |
$93.7K - $101K
|
146K
$7.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.3K+ 10.66% |
$91.2K - $97.9K
|
23.9K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.3K+ 16.89% |
$91.1K - $97.8K
|
15.9K
$780K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.27K+ 21.26% |
$89.9K - $96.5K
|
13K
$635K
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.23K+ 12.6% |
$88.2K - $94.7K
|
19.9K
$976K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.18K+ 5.36% |
$86.4K - $92.8K
|
42.9K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.16K+ 7.42% |
$85.6K - $91.9K
|
31.3K
$1.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.13K+ 4.61% |
$84.4K - $90.5K
|
48.4K
$2.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.1K+ 17.22% |
$83.3K - $89.4K
|
14.3K
$701K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.1K+ 4.07% |
$83.1K - $89.1K
|
53.7K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.07K+ 23.89% |
$81.9K - $87.9K
|
10.7K
$525K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.06K+ 27.86% |
$81.6K - $87.6K
|
9.46K
$463K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.06K+ 3.28% |
$81.5K - $87.5K
|
64.8K
$3.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.02K+ 14.47% |
$80K - $85.8K
|
16K
$783K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
2.01K+ 3.89% |
$79.5K - $85.4K
|
53.7K
$2.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.96K+ 6.29% |
$77.4K - $83.1K
|
33K
$1.62M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.95K+ 3.83% |
$77.4K - $83K
|
53K
$2.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.95K+ 10.75% |
$77K - $82.7K
|
20.1K
$982K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.92KNew |
$76.1K - $81.7K
|
1.92K
$94.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.87K+ 27.58% |
$73.8K - $79.2K
|
8.63K
$423K
|