Purchases and Sales Made in Q3 2024 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.36KNew |
$55.3K - $62K
|
1.36K
$66.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.35K+ 20.77% |
$55.1K - $61.7K
|
7.85K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.32K+ 13.33% |
$53.7K - $60.1K
|
11.2K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.31KNew |
$53.4K - $59.8K
|
1.31K
$64.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.3K+ 6.1% |
$53.2K - $59.6K
|
22.7K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.3K+ 6.73% |
$52.9K - $59.2K
|
20.5K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.28K+ 0.03% |
$52.2K - $58.5K
|
4.18M
$205M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.27K+ 141.58% |
$51.9K - $58.1K
|
2.17K
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.27K+ 11.62% |
$51.7K - $58K
|
12.2K
$596K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.25K+ 3.84% |
$51.2K - $57.3K
|
33.9K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.24K+ 0.91% |
$50.6K - $56.7K
|
137K
$6.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.23K+ 15.73% |
$50.4K - $56.4K
|
9.08K
$445K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.22K+ 2.67% |
$50K - $56K
|
47K
$2.3M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.22K+ 0.7% |
$49.9K - $55.9K
|
175K
$8.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.2K+ 0.71% |
$48.9K - $54.8K
|
169K
$8.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.19K+ 1.7% |
$48.6K - $54.4K
|
71K
$3.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.18KNew |
$48.3K - $54.1K
|
1.18K
$58K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.17K+ 15.39% |
$47.9K - $53.7K
|
8.8K
$431K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.17K+ 3.1% |
$47.8K - $53.6K
|
39K
$1.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.17K+ 0.94% |
$47.6K - $53.3K
|
125K
$6.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.14K+ 5.68% |
$46.7K - $52.3K
|
21.3K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.12K+ 3.38% |
$45.5K - $51K
|
34.1K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.11KNew |
$45.1K - $50.5K
|
1.11K
$54.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.08K+ 1203.33% |
$44.2K - $49.5K
|
1.17K
$57.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.07K+ 6.41% |
$43.7K - $49K
|
17.8K
$871K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.07K+ 3.34% |
$43.7K - $48.9K
|
33.1K
$1.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.06K+ 2.27% |
$43.5K - $48.7K
|
47.9K
$2.35M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.05K+ 15.94% |
$42.7K - $47.8K
|
7.61K
$373K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.03K+ 2.11% |
$42K - $47K
|
49.9K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.02K+ 4.89% |
$41.7K - $46.7K
|
21.9K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 2.81% |
$40.8K - $45.7K
|
36.6K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
997+ 4.47% |
$40.7K - $45.6K
|
23.3K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
965+ 5.86% |
$39.4K - $44.1K
|
17.4K
$854K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
955+ 8.63% |
$39K - $43.7K
|
12K
$589K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
950+ 33.33% |
$38.8K - $43.5K
|
3.8K
$186K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
946+ 7.83% |
$38.6K - $43.3K
|
13K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
939+ 6.55% |
$38.3K - $42.9K
|
15.3K
$748K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
937+ 3.24% |
$38.3K - $42.9K
|
29.9K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
934+ 6.04% |
$38.1K - $42.7K
|
16.4K
$804K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
931+ 3.02% |
$38K - $42.6K
|
31.7K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
930+ 9.92% |
$38K - $42.5K
|
10.3K
$505K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
920+ 5.11% |
$37.6K - $42.1K
|
18.9K
$927K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
914+ 4.21% |
$37.3K - $41.8K
|
22.6K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
885+ 2.24% |
$36.1K - $40.5K
|
40.3K
$1.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
884+ 4.04% |
$36.1K - $40.4K
|
22.8K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
876+ 3.97% |
$35.8K - $40.1K
|
22.9K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
869+ 6.76% |
$35.5K - $39.7K
|
13.7K
$673K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
859+ 6.3% |
$35.1K - $39.3K
|
14.5K
$710K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
849+ 9.7% |
$34.7K - $38.8K
|
9.6K
$470K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
845+ 56.6% |
$34.5K - $38.7K
|
2.34K
$115K
|