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
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.98KNew |
$203K - $228K
|
4.98K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.96KNew |
$202K - $227K
|
4.96K
$243K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.96K+ 6.79% |
$202K - $227K
|
77.9K
$3.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
4.93K+ 5.13% |
$202K - $226K
|
101K
$4.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.9K+ 38.57% |
$200K - $224K
|
17.6K
$863K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4.9KNew |
$200K - $224K
|
4.9K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.83K+ 31.49% |
$197K - $221K
|
20.2K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.82KNew |
$197K - $220K
|
4.82K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4.79KNew |
$196K - $219K
|
4.79K
$235K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.79K+ 66.63% |
$195K - $219K
|
12K
$586K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.79KNew |
$195K - $219K
|
4.79K
$234K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4.76K+ 4.31% |
$194K - $218K
|
115K
$5.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.75KNew |
$194K - $217K
|
4.75K
$233K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.75K+ 11.8% |
$194K - $217K
|
45K
$2.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.75KNew |
$194K - $217K
|
4.75K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.74KNew |
$194K - $217K
|
4.74K
$232K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.7KNew |
$192K - $215K
|
4.7K
$230K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
4.69KNew |
$191K - $214K
|
4.69K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
4.68KNew |
$191K - $214K
|
4.68K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
4.68K+ 1.16% |
$191K - $214K
|
409K
$20M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
4.66KNew |
$190K - $213K
|
4.66K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.65KNew |
$190K - $213K
|
4.65K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.65KNew |
$190K - $213K
|
4.65K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.63KNew |
$189K - $212K
|
4.63K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.63KNew |
$189K - $212K
|
4.63K
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4.61KNew |
$188K - $211K
|
4.61K
$226K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.61K+ 6.94% |
$188K - $211K
|
71K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.6KNew |
$188K - $211K
|
4.6K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$188K - $210K
|
4.6K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
4.6KNew |
$188K - $210K
|
4.6K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.58K+ 11.92% |
$187K - $210K
|
43K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.56KNew |
$186K - $209K
|
4.56K
$224K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.56K+ 209.36% |
$186K - $209K
|
6.74K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.55KNew |
$186K - $208K
|
4.55K
$223K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.55KNew |
$186K - $208K
|
4.55K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
4.55KNew |
$186K - $208K
|
4.55K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.54KNew |
$186K - $208K
|
4.54K
$223K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.52K+ 87.89% |
$185K - $207K
|
9.67K
$473K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
4.52K+ 12.05% |
$185K - $207K
|
42K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
4.52KNew |
$184K - $207K
|
4.52K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.48KNew |
$183K - $205K
|
4.48K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.47KNew |
$182K - $204K
|
4.47K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.46K+ 33.82% |
$182K - $204K
|
17.6K
$864K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4.45KNew |
$182K - $203K
|
4.45K
$218K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.44KNew |
$181K - $203K
|
4.44K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
4.43KNew |
$181K - $203K
|
4.43K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
4.33K+ 8.38% |
$177K - $198K
|
55.9K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.29K+ 28.93% |
$175K - $196K
|
19.1K
$937K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.29KNew |
$175K - $196K
|
4.29K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.28K+ 21.74% |
$175K - $196K
|
23.9K
$1.17M
|