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
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-251- 1.02% |
$10.3K - $11.5K
|
24.4K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-258- 1.93% |
$10.5K - $11.8K
|
13.1K
$644K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-260- 13.87% |
$10.6K - $11.9K
|
1.61K
$79.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-263- 0.28% |
$10.7K - $12K
|
92.6K
$4.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-265- 2.3% |
$10.8K - $12.1K
|
11.2K
$550K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-274- 1.53% |
$11.2K - $12.5K
|
17.7K
$867K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-278- 1.07% |
$11.4K - $12.7K
|
25.6K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-279- 15.0% |
$11.4K - $12.8K
|
1.58K
$77.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-284- 1.99% |
$11.6K - $13K
|
14K
$685K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-295- 1.7% |
$12K - $13.5K
|
17.1K
$836K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-300- 1.4% |
$12.3K - $13.7K
|
21.2K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-300- 3.61% |
$12.3K - $13.7K
|
8K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-300- 4.8% |
$12.3K - $13.7K
|
5.96K
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-301- 3.62% |
$12.3K - $13.8K
|
8.02K
$393K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-319- 13.22% |
$13K - $14.6K
|
2.09K
$103K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-325- 0.74% |
$13.3K - $14.9K
|
43.8K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-330- 0.18% |
$13.5K - $15.1K
|
184K
$9.01M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-333- 1.33% |
$13.6K - $15.2K
|
24.8K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-338- 6.12% |
$13.8K - $15.5K
|
5.19K
$254K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-350- 4.49% |
$14.3K - $16K
|
7.44K
$364K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-356- 3.37% |
$14.5K - $16.3K
|
10.2K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-356- 1.24% |
$14.5K - $16.3K
|
28.3K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-363- 1.32% |
$14.8K - $16.6K
|
27.2K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-367- 1.3% |
$15K - $16.8K
|
27.8K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-369- 2.32% |
$15.1K - $16.9K
|
15.6K
$762K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-373- 12.57% |
$15.2K - $17.1K
|
2.59K
$127K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-377- 0.12% |
$15.4K - $17.2K
|
313K
$15.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-386- 2.12% |
$15.8K - $17.7K
|
17.8K
$874K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-387- 0.56% |
$15.8K - $17.7K
|
68.7K
$3.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-398- 0.91% |
$16.3K - $18.2K
|
43.1K
$2.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-400- 1.66% |
$16.3K - $18.3K
|
23.6K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-400- 4.08% |
$16.3K - $18.3K
|
9.4K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-400- 1.35% |
$16.3K - $18.3K
|
29.3K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-404- 6.78% |
$16.5K - $18.5K
|
5.56K
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-412- 3.03% |
$16.8K - $18.8K
|
13.2K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-416- 0.6% |
$17K - $19K
|
68.5K
$3.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-425- 2.85% |
$17.4K - $19.4K
|
14.5K
$709K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-437- 3.78% |
$17.8K - $20K
|
11.1K
$545K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-437- 2.0% |
$17.8K - $20K
|
21.4K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-445- 1.68% |
$18.2K - $20.4K
|
26K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-449- 2.37% |
$18.3K - $20.5K
|
18.5K
$907K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-449- 3.46% |
$18.3K - $20.5K
|
12.5K
$614K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-472- 4.35% |
$19.3K - $21.6K
|
10.4K
$508K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-475- 1.07% |
$19.4K - $21.7K
|
44K
$2.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-497- 3.53% |
$20.3K - $22.7K
|
13.6K
$665K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-498- 73.13% |
$20.3K - $22.8K
|
183
$8.97K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-500- 4.3% |
$20.4K - $22.9K
|
11.1K
$545K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-500- 3.0% |
$20.4K - $22.9K
|
16.1K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-502- 5.68% |
$20.5K - $23K
|
8.33K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-518- 8.27% |
$21.2K - $23.7K
|
5.75K
$281K
|