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
|
Allworth Financial LP
|
BUY
|
- |
1.86K+ 1.96% |
$73.7K - $79.1K
|
96.6K
$4.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.81K+ 17.73% |
$71.7K - $76.9K
|
12K
$589K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.81K+ 2.83% |
$71.6K - $76.8K
|
65.8K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.8K+ 5.27% |
$71.3K - $76.5K
|
36K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.77KNew |
$70K - $75.1K
|
1.77K
$86.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.71KNew |
$67.6K - $72.5K
|
1.71K
$83.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.66K+ 27.26% |
$65.8K - $70.7K
|
7.76K
$380K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.63K+ 6.27% |
$64.7K - $69.4K
|
27.7K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.62K+ 7.24% |
$64.3K - $69K
|
24K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.62K+ 17.47% |
$64.2K - $68.9K
|
10.9K
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.62K+ 5.77% |
$64K - $68.7K
|
29.7K
$1.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.59K+ 3.47% |
$62.8K - $67.4K
|
47.3K
$2.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.58K+ 11.83% |
$62.4K - $67K
|
14.9K
$730K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.57K+ 18.41% |
$62.1K - $66.7K
|
10.1K
$494K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 106.59% |
$62.1K - $66.6K
|
3.04K
$149K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.55K+ 7.73% |
$61.5K - $66K
|
21.7K
$1.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.52K+ 83.43% |
$60K - $64.4K
|
3.33K
$163K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.5K+ 43.03% |
$59.4K - $63.7K
|
4.99K
$244K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.5K+ 4.41% |
$59.4K - $63.7K
|
35.6K
$1.74M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.46K+ 14.92% |
$58K - $62.2K
|
11.3K
$552K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 1.32% |
$57.6K - $61.8K
|
111K
$5.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 0.82% |
$57K - $61.2K
|
177K
$8.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.43K+ 22.17% |
$56.6K - $60.8K
|
7.88K
$386K
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.43K+ 18.08% |
$56.5K - $60.7K
|
9.33K
$457K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.42K+ 5.61% |
$56.3K - $60.4K
|
26.8K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
1.4K+ 15.51% |
$55.4K - $59.4K
|
10.4K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.35K+ 1.38% |
$53.6K - $57.5K
|
99.7K
$4.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
1.32K+ 1.73% |
$52.4K - $56.2K
|
77.8K
$3.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.32K+ 2.3% |
$52.4K - $56.2K
|
58.9K
$2.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.32K+ 3.8% |
$52.3K - $56.1K
|
36K
$1.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.31K+ 2.55% |
$52K - $55.8K
|
52.8K
$2.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.31K+ 26.37% |
$51.7K - $55.5K
|
6.26K
$307K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.3K+ 6.46% |
$51.3K - $55K
|
21.4K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.27K+ 10.43% |
$50.4K - $54.1K
|
13.5K
$661K
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.27K+ 1.95% |
$50.4K - $54.1K
|
66.6K
$3.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
1.23K+ 1.23% |
$48.7K - $52.2K
|
101K
$4.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.23K+ 6.75% |
$48.6K - $52.2K
|
19.4K
$952K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.21K+ 18.36% |
$47.8K - $51.3K
|
7.79K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.21K+ 8.47% |
$47.8K - $51.3K
|
15.5K
$758K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.19K+ 2.13% |
$46.9K - $50.4K
|
56.9K
$2.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.17K+ 3.3% |
$46.4K - $49.8K
|
36.7K
$1.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.16K+ 8.86% |
$45.9K - $49.3K
|
14.3K
$698K
|
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.15K+ 3.09% |
$45.4K - $48.7K
|
38.2K
$1.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.14K+ 15.84% |
$45.1K - $48.4K
|
8.32K
$408K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 1.31% |
$45K - $48.3K
|
88.1K
$4.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.13KNew |
$44.8K - $48.1K
|
1.13K
$55.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.12K+ 9.04% |
$44.2K - $47.5K
|
13.5K
$660K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.11K+ 37.67% |
$43.8K - $47K
|
4.04K
$198K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.09K+ 6.55% |
$43K - $46.2K
|
17.7K
$866K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.08K+ 13.87% |
$42.8K - $45.9K
|
8.88K
$435K
|