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 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
6.83K+ 2.07% |
$279K - $313K
|
337K
$16.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
6.81K+ 16.84% |
$278K - $312K
|
47.3K
$2.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
6.65KNew |
$272K - $304K
|
6.65K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.63K+ 6.26% |
$271K - $303K
|
113K
$5.51M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.62K+ 6.26% |
$270K - $303K
|
112K
$5.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
6.6K+ 45.27% |
$270K - $302K
|
21.2K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.49K+ 479.19% |
$265K - $297K
|
7.85K
$384K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.48KNew |
$265K - $297K
|
6.48K
$318K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.47K+ 113.5% |
$264K - $296K
|
12.2K
$596K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.34KNew |
$259K - $290K
|
6.34K
$310K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
6.29K+ 25.44% |
$257K - $288K
|
31K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
6.27KNew |
$256K - $287K
|
6.27K
$307K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
6.27KNew |
$256K - $287K
|
6.27K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.21K+ 27.3% |
$254K - $284K
|
29K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
6.11KNew |
$249K - $279K
|
6.11K
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.92KNew |
$242K - $271K
|
5.92K
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.9KNew |
$241K - $270K
|
5.9K
$289K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.88K+ 84.36% |
$240K - $269K
|
12.9K
$630K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.83K+ 4.04% |
$238K - $267K
|
150K
$7.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
5.82KNew |
$238K - $266K
|
5.82K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.81KNew |
$237K - $266K
|
5.81K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
5.79KNew |
$236K - $265K
|
5.79K
$284K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5.75K+ 28.77% |
$235K - $263K
|
25.8K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.74K+ 10.76% |
$234K - $262K
|
59.1K
$2.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.71K+ 5.75% |
$233K - $261K
|
105K
$5.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
5.65KNew |
$231K - $259K
|
5.65K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.59K+ 11.99% |
$228K - $256K
|
52.2K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5.57K+ 28.44% |
$228K - $255K
|
25.2K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.56KNew |
$227K - $254K
|
5.56K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.55K+ 165.86% |
$227K - $254K
|
8.89K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.54KNew |
$226K - $253K
|
5.54K
$271K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.5K+ 8.97% |
$224K - $251K
|
66.7K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5.38KNew |
$220K - $246K
|
5.38K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.34K+ 25.33% |
$218K - $244K
|
26.4K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
5.32KNew |
$217K - $243K
|
5.32K
$260K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.28KNew |
$216K - $241K
|
5.28K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.24K+ 37.37% |
$214K - $239K
|
19.2K
$943K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.23KNew |
$214K - $239K
|
5.23K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
5.23KNew |
$213K - $239K
|
5.23K
$256K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5.2K+ 23.21% |
$213K - $238K
|
27.6K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.2K+ 2.21% |
$212K - $238K
|
241K
$11.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.19K+ 31.97% |
$212K - $237K
|
21.4K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.19K+ 70.1% |
$212K - $237K
|
12.6K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.18KNew |
$212K - $237K
|
5.18K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.16K+ 2.06% |
$211K - $236K
|
255K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.15KNew |
$210K - $235K
|
5.15K
$252K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.15K+ 0.59% |
$210K - $235K
|
878K
$43M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.12KNew |
$209K - $234K
|
5.12K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.03KNew |
$205K - $230K
|
5.03K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
5.01KNew |
$205K - $229K
|
5.01K
$245K
|