Purchases and Sales Made in Q3 2024 in Financial Sector Spdr (XLF)

XLF Quotes by TradingView

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 13, 2024 Q3 2024
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
842
+ 3.03%
$34.4K - $38.5K
28.6K $1.41M
Oct 11, 2024 Q3 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
823
+ 12.01%
$33.6K - $37.6K
7.68K $377K
Nov 13, 2024 Q3 2024
Ellevest, Inc.

BUY
 -
820
+ 9.11%
$33.5K - $37.5K
9.82K $482K
Oct 17, 2024 Q3 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
818
+ 3.91%
$33.4K - $37.4K
21.7K $1.07M
Nov 12, 2024 Q3 2024
Meridian Wealth Management, LLC

BUY
 -
809
+ 2.02%
$33K - $37K
40.8K $2.01M
Nov 13, 2024 Q3 2024
Private Trust CO Na

BUY
 -
801
+ 2.14%
$32.7K - $36.6K
38.3K $1.88M
Oct 25, 2024 Q3 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
799
New
$32.6K - $36.5K
799 $39.2K
Oct 25, 2024 Q3 2024
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
793
+ 12.68%
$32.4K - $36.3K
7.05K $346K
Oct 31, 2024 Q3 2024
Ntv Asset Management LLC

BUY
 -
793
+ 0.51%
$32.4K - $36.3K
157K $7.72M
Oct 16, 2024 Q3 2024
Bar Harbor Wealth Management

Concord, NH
BUY
 -
779
+ 0.18%
$31.8K - $35.6K
425K $20.9M
Oct 11, 2024 Q3 2024
Novare Capital Management LLC

BUY
 -
750
+ 0.53%
$30.6K - $34.3K
142K $6.97M
Oct 30, 2024 Q3 2024
Rational Advisors LLC

Huntington, NY
BUY
 -
749
New
$30.6K - $34.3K
749 $36.8K
Oct 15, 2024 Q3 2024
Apexium Financial, LP

BUY
 -
736
+ 1.68%
$30.1K - $33.7K
44.5K $2.18M
Oct 22, 2024 Q3 2024
Hennion & Walsh Asset Management, Inc.

BUY
 -
703
+ 5.67%
$28.7K - $32.2K
13.1K $643K
Nov 01, 2024 Q3 2024
Carr Financial Group Corp

Worcester, MA
BUY
 -
690
+ 5.95%
$28.2K - $31.6K
12.3K $604K
Oct 10, 2024 Q3 2024
Jbr CO Financial Management Inc

Ardmore, OK
BUY
 -
683
+ 2.55%
$27.9K - $31.2K
27.5K $1.35M
Oct 18, 2024 Q3 2024
Madison Park Capital Advisors, LLC

Seattle, WA
BUY
 -
680
+ 0.76%
$27.8K - $31.1K
90.6K $4.45M
Nov 01, 2024 Q3 2024
Cwa Asset Management Group, LLC

BUY
 -
675
+ 13.5%
$27.6K - $30.9K
5.68K $279K
Nov 15, 2024 Q3 2024
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
674
+ 7.09%
$27.5K - $30.8K
10.2K $500K
Nov 05, 2024 Q3 2024
First National Trust CO

BUY
 -
673
+ 5.02%
$27.5K - $30.8K
14.1K $692K
Nov 12, 2024 Q3 2024
Pinnacle Financial Group, LLC

BUY
 -
665
+ 11.44%
$27.2K - $30.4K
6.48K $318K
Oct 08, 2024 Q3 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
646
+ 7.49%
$26.4K - $29.5K
9.27K $455K
Oct 31, 2024 Q3 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
634
+ 218.62%
$25.9K - $29K
924 $45.4K
Oct 11, 2024 Q3 2024
Smith Chas P & Associates Pa Cpas

BUY
 -
629
+ 7.16%
$25.7K - $28.8K
9.42K $463K
Nov 14, 2024 Q3 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
627
+ 5.38%
$25.6K - $28.7K
12.3K $603K
Nov 08, 2024 Q3 2024
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
622
+ 11.44%
$25.4K - $28.5K
6.06K $298K
Nov 12, 2024 Q3 2024
Alps Advisors Inc

Denver, CO
BUY
 -
619
+ 0.08%
$25.3K - $28.3K
775K $38.1M
Oct 15, 2024 Q3 2024
Hb Wealth Management, LLC

BUY
 -
601
+ 0.74%
$24.5K - $27.5K
81.9K $4.02M
Nov 01, 2024 Q3 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
600
+ 4000.0%
$24.5K - $27.4K
615 $30.2K
Nov 04, 2024 Q3 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
595
+ 3.81%
$24.3K - $27.2K
16.2K $797K
Nov 13, 2024 Q3 2024
Tortoise Investment Management, LLC

BUY
 -
591
+ 14.62%
$24.1K - $27K
4.63K $228K
Oct 21, 2024 Q3 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
574
New
$23.4K - $26.3K
574 $28.2K
Nov 14, 2024 Q3 2024
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
571
+ 1.81%
$23.3K - $26.1K
32.1K $1.58M
Nov 14, 2024 Q3 2024
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
569
+ 4.65%
$23.2K - $26K
12.8K $629K
Oct 24, 2024 Q3 2024
Bouchey Financial Group LTD

BUY
 -
562
+ 7.71%
$23K - $25.7K
7.86K $386K
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
540
+ 4.43%
$22.1K - $24.7K
12.7K $625K
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
501
+ 9.5%
$20.5K - $22.9K
5.78K $284K
Oct 16, 2024 Q3 2024
Good Life Advisors, LLC

BUY
 -
492
+ 4.64%
$20.1K - $22.5K
11.1K $545K
Oct 29, 2024 Q3 2024
Pure Financial Advisors, LLC

BUY
 -
490
+ 5.92%
$20K - $22.4K
8.77K $430K
Oct 25, 2024 Q3 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
479
+ 3.17%
$19.6K - $21.9K
15.6K $765K
Nov 05, 2024 Q3 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
479
+ 1.37%
$19.6K - $21.9K
35.3K $1.74M
Oct 30, 2024 Q3 2024
Leslie Global Wealth, LLC

Itasca, IL
BUY
 -
477
+ 1.49%
$19.5K - $21.8K
32.4K $1.59M
Oct 10, 2024 Q3 2024
Mc Guire Investment Group, LLC

BUY
 -
469
+ 1.4%
$19.2K - $21.5K
34K $1.67M
Oct 11, 2024 Q3 2024
Org Partners LLC

Roanoke, IN
BUY
 -
468
+ 95.9%
$19.1K - $21.4K
956 $46.9K
Oct 28, 2024 Q3 2024
O'Rourke & Company, Inc

Boston, MA
BUY
 -
458
+ 3.07%
$18.7K - $20.9K
15.4K $756K
Nov 12, 2024 Q3 2024
Institute For Wealth Management, Llc.

BUY
 -
453
+ 0.4%
$18.5K - $20.7K
112K $5.52M
Oct 24, 2024 Q3 2024
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
446
+ 2.87%
$18.2K - $20.4K
16K $785K
Nov 13, 2024 Q3 2024
Argent Trust CO

Nashville, TN
BUY
 -
443
+ 2.87%
$18.1K - $20.3K
15.9K $780K
Nov 13, 2024 Q3 2024
Patton Albertson Miller Group, LLC

BUY
 -
440
+ 0.52%
$18K - $20.1K
84.4K $4.15M

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