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 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.42K- 37.19% |
$344K - $385K
|
14.2K
$697K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-8.55K- 33.55% |
$349K - $391K
|
16.9K
$830K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.58K- 27.41% |
$350K - $392K
|
22.7K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.75K- 23.86% |
$357K - $400K
|
27.9K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-8.79K- 15.4% |
$359K - $402K
|
48.3K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-8.95K- 20.69% |
$366K - $409K
|
34.3K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-9.22K- 19.63% |
$377K - $422K
|
37.8K
$1.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-9.23K- 18.58% |
$377K - $422K
|
40.4K
$1.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-9.33K- 15.9% |
$381K - $427K
|
49.3K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-9.6K- 1.14% |
$392K - $439K
|
831K
$40.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-9.85K- 43.44% |
$402K - $450K
|
12.8K
$628K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-9.94K- 22.86% |
$406K - $455K
|
33.5K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-10K- 55.56% |
$408K - $457K
|
8K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10.5K- 6.23% |
$428K - $480K
|
158K
$7.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 3.98% |
$434K - $486K
|
256K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-10.7K- 22.9% |
$436K - $488K
|
35.9K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-10.8K- 2.21% |
$440K - $493K
|
476K
$23.3M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-11K- 5.74% |
$449K - $503K
|
181K
$8.86M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.1K- 24.29% |
$454K - $509K
|
34.7K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12.3K- 21.69% |
$504K - $564K
|
44.6K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.5K- 3.1% |
$512K - $573K
|
391K
$19.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-13.1K- 44.85% |
$535K - $599K
|
16.1K
$788K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-13.7K- 8.98% |
$558K - $624K
|
138K
$6.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.7K- 14.66% |
$558K - $625K
|
79.6K
$3.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.8K- 14.3% |
$564K - $632K
|
82.8K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.9K- 15.08% |
$567K - $635K
|
78.1K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-14K- 42.61% |
$571K - $639K
|
18.8K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-14.5K- 9.76% |
$592K - $663K
|
134K
$6.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-14.8K- 21.36% |
$603K - $675K
|
54.3K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-15.3K- 2.59% |
$626K - $701K
|
576K
$28.2M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15.4K- 9.09% |
$627K - $702K
|
154K
$7.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.6K- 27.52% |
$636K - $713K
|
41K
$2.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-17K- 23.41% |
$696K - $779K
|
55.7K
$2.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17.6K- 21.73% |
$719K - $805K
|
63.4K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-18.6K- 12.59% |
$760K - $851K
|
129K
$6.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-19.5K- 46.62% |
$796K - $891K
|
22.3K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-20K- 8.7% |
$816K - $914K
|
210K
$10.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.9K- 34.04% |
$852K - $954K
|
40.4K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-21.2K- 12.41% |
$864K - $968K
|
149K
$7.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-21.5K- 17.95% |
$879K - $985K
|
98.4K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21.7K- 3.02% |
$887K - $993K
|
697K
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-22.5K- 26.86% |
$920K - $1.03M
|
61.4K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-23K- 23.62% |
$938K - $1.05M
|
74.3K
$3.64M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-23.2K- 64.52% |
$949K - $1.06M
|
12.8K
$626K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-23.2K- 39.95% |
$949K - $1.06M
|
34.9K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-23.3K- 6.71% |
$953K - $1.07M
|
324K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-23.3K- 15.17% |
$953K - $1.07M
|
131K
$6.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-23.7K- 19.59% |
$966K - $1.08M
|
97.1K
$4.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-23.9K- 45.42% |
$978K - $1.09M
|
28.8K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-24.8K- 14.59% |
$1.01M - $1.13M
|
145K
$7.1M
|