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 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-3.98K- 3.26% |
$162K - $182K
|
118K
$5.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-4.12K- 81.55% |
$168K - $188K
|
931
$45.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.12K- 8.01% |
$168K - $189K
|
47.4K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.14K- 8.68% |
$169K - $190K
|
43.6K
$2.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-4.22K- 6.15% |
$172K - $193K
|
64.5K
$3.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.22K- 1.71% |
$172K - $193K
|
242K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-4.23K- 6.81% |
$173K - $193K
|
57.9K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.26K- 17.82% |
$174K - $195K
|
19.7K
$966K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.35K- 0.71% |
$177K - $199K
|
605K
$29.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-4.44K- 5.01% |
$181K - $203K
|
84.1K
$4.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.45K- 1.87% |
$182K - $203K
|
234K
$11.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.46K- 78.02% |
$182K - $204K
|
1.26K
$61.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-4.77K- 9.15% |
$195K - $218K
|
47.4K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.79K- 29.99% |
$196K - $219K
|
11.2K
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwi Management LP
New York, NY |
SELL
|
- |
-5K- 16.13% |
$204K - $229K
|
26K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-5.01K- 48.01% |
$204K - $229K
|
5.42K
$266K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.03K- 4.5% |
$206K - $230K
|
107K
$5.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.04K- 2.24% |
$206K - $231K
|
220K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.09K- 1.84% |
$208K - $233K
|
272K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.13K- 45.12% |
$210K - $235K
|
6.24K
$306K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.31K- 19.13% |
$217K - $243K
|
22.5K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.33K- 8.6% |
$218K - $244K
|
56.6K
$2.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.43K- 3.44% |
$222K - $248K
|
152K
$7.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-5.51K- 44.82% |
$225K - $252K
|
6.78K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.58K- 27.07% |
$228K - $255K
|
15K
$738K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-5.8K- 7.46% |
$237K - $265K
|
72K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-6.08K- 20.11% |
$248K - $278K
|
24.1K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-6.27K- 51.84% |
$256K - $287K
|
5.83K
$286K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-6.68K- 10.96% |
$273K - $306K
|
54.2K
$2.66M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.68K- 18.01% |
$273K - $306K
|
30.4K
$1.49M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6.72K- 22.65% |
$275K - $308K
|
23K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-6.86K- 60.68% |
$280K - $314K
|
4.44K
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.95K- 16.13% |
$284K - $318K
|
36.1K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.03K- 12.49% |
$287K - $321K
|
49.2K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.26K- 8.12% |
$297K - $332K
|
82.1K
$4.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.27K- 1.18% |
$297K - $333K
|
610K
$30M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-7.32K- 3.99% |
$299K - $335K
|
176K
$8.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-7.47K- 12.64% |
$305K - $341K
|
51.6K
$2.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-7.48K- 5.65% |
$305K - $342K
|
125K
$6.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.5K- 13.02% |
$306K - $343K
|
50.1K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7.57K- 13.42% |
$309K - $346K
|
48.8K
$2.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-7.64K- 28.73% |
$312K - $349K
|
18.9K
$930K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.7K- 6.65% |
$314K - $352K
|
108K
$5.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.76KClosed |
$317K - $355K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.77K- 35.83% |
$317K - $355K
|
13.9K
$683K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-7.88K- 11.69% |
$322K - $360K
|
59.5K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.88K- 1.62% |
$322K - $361K
|
479K
$23.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.22K- 80.76% |
$336K - $376K
|
1.96K
$96.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.29K- 4.74% |
$338K - $379K
|
167K
$8.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-8.29K- 4.3% |
$339K - $379K
|
185K
$9.06M
|