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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 4.2% |
$92.2K - $103K
|
51.5K
$2.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.26K- 6.04% |
$92.4K - $104K
|
35.2K
$1.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.27K- 6.66% |
$92.7K - $104K
|
31.8K
$1.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.28K- 5.51% |
$93.2K - $104K
|
39.2K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.29K- 2.87% |
$93.5K - $105K
|
77.4K
$3.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 2.18% |
$94K - $105K
|
103K
$5.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.42K- 1.85% |
$98.9K - $111K
|
128K
$6.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.42K- 48.91% |
$99K - $111K
|
2.53K
$124K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.46K- 47.5% |
$100K - $112K
|
2.71K
$133K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.46K- 5.94% |
$100K - $113K
|
38.9K
$1.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.53K- 5.35% |
$103K - $116K
|
44.8K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-2.58K- 33.37% |
$105K - $118K
|
5.15K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.59K- 15.07% |
$106K - $118K
|
14.6K
$715K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.62K- 11.07% |
$107K - $120K
|
21K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.62K- 24.84% |
$107K - $120K
|
7.92K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.64K- 1.7% |
$108K - $121K
|
152K
$7.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-2.72K- 16.38% |
$111K - $125K
|
13.9K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.77K- 9.04% |
$113K - $127K
|
27.8K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2.85K- 7.33% |
$116K - $130K
|
36K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-2.94K- 13.98% |
$120K - $134K
|
18.1K
$885K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.94K- 1.6% |
$120K - $134K
|
180K
$8.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-2.94K- 22.03% |
$120K - $134K
|
10.4K
$509K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-3K- 27.1% |
$123K - $137K
|
8.07K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.01K- 13.28% |
$123K - $138K
|
19.7K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-3.02K- 12.37% |
$123K - $138K
|
21.4K
$1.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-3.06K- 5.84% |
$125K - $140K
|
49.3K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-3.11K- 13.33% |
$127K - $142K
|
20.2K
$991K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.14K- 11.21% |
$128K - $144K
|
24.9K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.22K- 8.62% |
$132K - $147K
|
34.2K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.32K- 2.78% |
$136K - $152K
|
116K
$5.69M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-3.33K- 7.26% |
$136K - $152K
|
42.6K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.39K- 0.78% |
$138K - $155K
|
430K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.4K- 22.11% |
$139K - $155K
|
12K
$586K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.44K- 7.49% |
$140K - $157K
|
42.4K
$2.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.46K- 14.84% |
$141K - $158K
|
19.9K
$974K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.49K- 14.14% |
$143K - $160K
|
21.2K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 0.69% |
$144K - $161K
|
505K
$24.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-3.54K- 50.18% |
$144K - $162K
|
3.51K
$172K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-3.56K- 8.68% |
$145K - $163K
|
37.5K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-3.62K- 1.45% |
$148K - $165K
|
245K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.63K- 14.88% |
$148K - $166K
|
20.8K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.66K- 4.11% |
$149K - $167K
|
85.4K
$4.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-3.67K- 17.77% |
$150K - $168K
|
17K
$833K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-3.71K- 39.01% |
$152K - $170K
|
5.8K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-3.74K- 3.06% |
$153K - $171K
|
118K
$5.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.78K- 23.63% |
$154K - $173K
|
12.2K
$599K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.79K- 3.86% |
$155K - $173K
|
94.4K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.83K- 4.68% |
$156K - $175K
|
77.9K
$3.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-3.9K- 22.41% |
$159K - $178K
|
13.5K
$661K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.91K- 6.07% |
$160K - $179K
|
60.6K
$2.97M
|