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 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.9KNew |
$1.55M - $1.73M
|
37.9K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.6K+ 1.82% |
$1.54M - $1.72M
|
2.11M
$103M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
37.2K+ 662.96% |
$1.52M - $1.7M
|
42.8K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37.1KNew |
$1.51M - $1.7M
|
37.1K
$1.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
37K+ 11.8% |
$1.51M - $1.69M
|
350K
$17.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35.3K+ 84.6% |
$1.44M - $1.61M
|
77K
$3.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
35.2KNew |
$1.44M - $1.61M
|
35.2K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
34.2K+ 231.11% |
$1.4M - $1.57M
|
49.1K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
34.1K+ 27.76% |
$1.39M - $1.56M
|
157K
$7.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
33.2K+ 29.84% |
$1.36M - $1.52M
|
144K
$7.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.1K+ 32.42% |
$1.35M - $1.51M
|
135K
$6.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
33KNew |
$1.35M - $1.51M
|
33K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.9K+ 2.34% |
$1.34M - $1.5M
|
1.44M
$70.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
32.3K+ 3.32% |
$1.32M - $1.48M
|
1M
$49.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
31.4KNew |
$1.28M - $1.44M
|
31.4K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30.7K+ 61.61% |
$1.25M - $1.4M
|
80.6K
$3.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.6K+ 1.56% |
$1.25M - $1.4M
|
2M
$97.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
30.3KNew |
$1.24M - $1.38M
|
30.3K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
30KNew |
$1.23M - $1.37M
|
30K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
29.8K+ 465.46% |
$1.22M - $1.36M
|
36.2K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
29.6K+ 2.05% |
$1.21M - $1.35M
|
1.47M
$72M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
29.1KNew |
$1.19M - $1.33M
|
29.1K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
28.5KNew |
$1.16M - $1.3M
|
28.5K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
28.1K+ 25.39% |
$1.15M - $1.28M
|
139K
$6.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
28KNew |
$1.14M - $1.28M
|
28K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
27.6KNew |
$1.13M - $1.26M
|
27.6K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
27.5K+ 44.34% |
$1.12M - $1.26M
|
89.4K
$4.38M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
27.3K+ 7.65% |
$1.11M - $1.25M
|
383K
$18.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27K+ 11.89% |
$1.1M - $1.24M
|
254K
$12.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
26.2K+ 10.35% |
$1.07M - $1.2M
|
279K
$13.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25.8K+ 86.05% |
$1.05M - $1.18M
|
55.8K
$2.73M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
25K+ 371.46% |
$1.02M - $1.14M
|
31.7K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.8K+ 5.51% |
$1.01M - $1.14M
|
476K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.7K+ 64.31% |
$1.01M - $1.13M
|
63.1K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.6K+ 116.02% |
$1M - $1.13M
|
45.8K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
24.4K+ 19.83% |
$996K - $1.12M
|
147K
$7.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23.6K+ 15.97% |
$962K - $1.08M
|
171K
$8.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23K+ 11.53% |
$937K - $1.05M
|
222K
$10.9M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
22.3K+ 86.19% |
$910K - $1.02M
|
48.2K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
22.1K+ 30.78% |
$904K - $1.01M
|
94K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22K+ 7.48% |
$898K - $1.01M
|
316K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
21.5KNew |
$879K - $985K
|
21.5K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21.5K+ 41.35% |
$877K - $982K
|
73.4K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21K+ 19.25% |
$857K - $960K
|
130K
$6.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20.8K+ 69.27% |
$850K - $952K
|
50.9K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
20.3K+ 238.83% |
$828K - $927K
|
28.8K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
20K+ 20.28% |
$815K - $913K
|
118K
$5.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.8K+ 43.63% |
$810K - $907K
|
65.3K
$3.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
19.8K+ 0.16% |
$809K - $906K
|
12.1M
$593M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
19.5KNew |
$798K - $894K
|
19.5K
$958K
|