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 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-520- 0.78% |
$21.2K - $23.8K
|
66.1K
$3.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-529- 2.64% |
$21.6K - $24.2K
|
19.5K
$959K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-540- 6.07% |
$22.1K - $24.7K
|
8.35K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-548- 9.08% |
$22.4K - $25.1K
|
5.48K
$269K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-550- 2.04% |
$22.5K - $25.2K
|
26.4K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-552- 3.79% |
$22.5K - $25.2K
|
14K
$689K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-560- 0.23% |
$22.9K - $25.6K
|
241K
$11.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-564- 6.79% |
$23K - $25.8K
|
7.74K
$380K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-574- 0.94% |
$23.4K - $26.3K
|
60.6K
$2.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-577- 0.56% |
$23.6K - $26.4K
|
103K
$5.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-580- 0.21% |
$23.7K - $26.5K
|
279K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-580- 7.76% |
$23.7K - $26.5K
|
6.9K
$339K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-585- 1.35% |
$23.9K - $26.8K
|
42.6K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-591- 8.28% |
$24.1K - $27K
|
6.55K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-600- 7.87% |
$24.5K - $27.4K
|
7.02K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-600- 41.67% |
$24.5K - $27.4K
|
840
$41.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-602- 2.44% |
$24.6K - $27.5K
|
24.1K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-617- 1.29% |
$25.2K - $28.2K
|
47.3K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-635- 9.35% |
$25.9K - $29K
|
6.16K
$302K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-643- 5.5% |
$26.3K - $29.4K
|
11K
$542K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-652- 0.81% |
$26.6K - $29.8K
|
79.9K
$3.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-654- 3.16% |
$26.7K - $29.9K
|
20K
$983K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-655- 7.19% |
$26.8K - $30K
|
8.45K
$415K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-663- 4.45% |
$27.1K - $30.3K
|
14.2K
$700K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-663- 0.89% |
$27.1K - $30.3K
|
73.7K
$3.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-666- 4.77% |
$27.2K - $30.5K
|
13.3K
$653K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-675- 5.26% |
$27.6K - $30.9K
|
12.2K
$597K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-680- 3.41% |
$27.8K - $31.1K
|
19.3K
$947K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-691- 69.24% |
$28.2K - $31.6K
|
307
$15.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-692- 10.93% |
$28.3K - $31.7K
|
5.64K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-698- 5.3% |
$28.5K - $31.9K
|
12.5K
$613K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-700- 27.71% |
$28.6K - $32K
|
1.83K
$89.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-700- 61.51% |
$28.6K - $32K
|
438
$21.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-700- 1.05% |
$28.6K - $32K
|
66.1K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-700- 1.56% |
$28.6K - $32K
|
44.2K
$2.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-701- 0.73% |
$28.6K - $32.1K
|
95.1K
$4.67M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-731- 11.17% |
$29.9K - $33.4K
|
5.81K
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-747- 9.76% |
$30.5K - $34.2K
|
6.9K
$339K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-752- 1.4% |
$30.7K - $34.4K
|
53.1K
$2.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-760- 4.42% |
$31K - $34.8K
|
16.4K
$807K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-784- 5.41% |
$32K - $35.9K
|
13.7K
$674K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-785- 6.93% |
$32.1K - $35.9K
|
10.5K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-788- 4.53% |
$32.2K - $36K
|
16.6K
$816K
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
SELL
|
- |
-798- 0.9% |
$32.6K - $36.5K
|
88.1K
$4.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-798- 6.44% |
$32.6K - $36.5K
|
11.6K
$569K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-804- 7.85% |
$32.8K - $36.8K
|
9.44K
$464K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-804- 5.75% |
$32.8K - $36.8K
|
13.2K
$647K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-806- 2.63% |
$32.9K - $36.9K
|
29.9K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-813- 4.47% |
$33.2K - $37.2K
|
17.4K
$853K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-815- 4.09% |
$33.3K - $37.3K
|
19.1K
$938K
|