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 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.25K+ 60.91% |
$174K - $195K
|
11.2K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
4.25KNew |
$174K - $194K
|
4.25K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.24KNew |
$173K - $194K
|
4.24K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
4.16K+ 3.49% |
$170K - $190K
|
123K
$6.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.05K+ 36.61% |
$166K - $185K
|
15.1K
$741K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4K+ 5.98% |
$163K - $183K
|
70.9K
$3.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4KNew |
$163K - $183K
|
4K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.97K+ 29.47% |
$162K - $182K
|
17.4K
$854K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.93K+ 124.38% |
$161K - $180K
|
7.1K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.88K+ 40.14% |
$158K - $177K
|
13.5K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.77K+ 12.2% |
$154K - $172K
|
34.7K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.75K+ 4.19% |
$153K - $171K
|
93.2K
$4.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.64K+ 19.46% |
$149K - $166K
|
22.3K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.62K+ 3.24% |
$148K - $165K
|
115K
$5.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.57K+ 11.18% |
$146K - $163K
|
35.5K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.54K+ 100.71% |
$144K - $162K
|
7.05K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.53K+ 7.72% |
$144K - $162K
|
49.3K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.53K+ 11.73% |
$144K - $161K
|
33.6K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.43K+ 4.97% |
$140K - $157K
|
72.4K
$3.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.35K+ 7.55% |
$137K - $153K
|
47.7K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.33K+ 46.51% |
$136K - $152K
|
10.5K
$514K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.31K+ 7.65% |
$135K - $151K
|
46.6K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.3K+ 29.75% |
$135K - $151K
|
14.4K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.28K+ 747.95% |
$134K - $150K
|
3.71K
$182K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.27K+ 6.18% |
$133K - $149K
|
56.1K
$2.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.26K+ 1.55% |
$133K - $149K
|
213K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.19K+ 5.74% |
$130K - $146K
|
58.7K
$2.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.19KNew |
$130K - $146K
|
3.19K
$156K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.17K+ 1.04% |
$129K - $145K
|
307K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.16K+ 0.02% |
$129K - $145K
|
13M
$635M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.15K+ 24.19% |
$128K - $144K
|
16.1K
$791K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
3.14K+ 11.27% |
$128K - $143K
|
31K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.13K+ 1.48% |
$128K - $143K
|
214K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.12K+ 3.54% |
$127K - $143K
|
91.2K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.12KNew |
$127K - $142K
|
3.12K
$153K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.93K+ 37.22% |
$120K - $134K
|
10.8K
$530K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.9KNew |
$118K - $133K
|
2.9K
$142K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.86K+ 6.73% |
$117K - $131K
|
45.3K
$2.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.8K+ 33.92% |
$114K - $128K
|
11.1K
$542K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.79K+ 4.25% |
$114K - $128K
|
68.6K
$3.36M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.75K+ 4.96% |
$112K - $126K
|
58.2K
$2.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2.67K+ 3.88% |
$109K - $122K
|
71.4K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.67K+ 27.21% |
$109K - $122K
|
12.5K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.66K+ 4.79% |
$109K - $122K
|
58.3K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
2.66K+ 5.65% |
$109K - $122K
|
49.7K
$2.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.63K+ 62.07% |
$107K - $120K
|
6.87K
$337K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.63K+ 31.16% |
$107K - $120K
|
11.1K
$543K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
2.57K+ 5.33% |
$105K - $118K
|
50.8K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.57K+ 2.31% |
$105K - $118K
|
114K
$5.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
2.52K+ 6.6% |
$103K - $115K
|
40.7K
$2M
|