Purchases and Sales Made in Q1 2024 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.8M+ 18.83% |
$851M - $962M
|
144M
$7.27B
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8.5M+ 283.33% |
$317M - $358M
|
11.5M
$580M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.2M+ 12.61% |
$306M - $345M
|
73.2M
$3.69B
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.59M+ 211.3% |
$208M - $235M
|
8.23M
$415M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.41M+ 36.1% |
$164M - $186M
|
16.6M
$838M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
3.98M+ 426.96% |
$148M - $168M
|
4.91M
$248M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.97M+ 60.44% |
$148M - $167M
|
10.5M
$531M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.96M+ 128.97% |
$148M - $167M
|
7.03M
$355M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.67M+ 686.88% |
$137M - $155M
|
4.21M
$212M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
3.4M+ 172658.03% |
$127M - $143M
|
3.4M
$172M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.18M+ 22.62% |
$119M - $134M
|
17.2M
$870M
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.09MNew |
$115M - $130M
|
3.09M
$156M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.76M+ 1357.29% |
$103M - $116M
|
2.97M
$150M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.96M+ 5.79% |
$73M - $82.5M
|
35.8M
$1.8B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.96M+ 5.79% |
$73M - $82.5M
|
35.8M
$1.8B
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.83M+ 13.9% |
$68.2M - $77M
|
15M
$756M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.82M+ 53.45% |
$67.8M - $76.6M
|
5.22M
$264M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.7M+ 106.86% |
$63.2M - $71.4M
|
3.28M
$166M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.61M+ 338.33% |
$60M - $67.8M
|
2.08M
$105M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
BUY
|
- |
1.54M+ 21.76% |
$57.5M - $65M
|
8.63M
$436M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.48M+ 16.76% |
$55.2M - $62.4M
|
10.3M
$521M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.27M+ 22.01% |
$47.3M - $53.4M
|
7.03M
$355M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
1.18MNew |
$43.8M - $49.5M
|
1.18M
$59.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.14M+ 82.77% |
$42.4M - $48M
|
2.51M
$127M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.11M+ 4174.49% |
$41.5M - $46.9M
|
1.14M
$57.5M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.11M+ 19.83% |
$41.3M - $46.7M
|
6.7M
$338M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.1M+ 32.73% |
$41.1M - $46.5M
|
4.48M
$226M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.07M+ 8.8% |
$40M - $45.2M
|
13.3M
$669M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.04MNew |
$38.8M - $43.9M
|
1.04M
$52.6M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.04M+ 14.48% |
$38.7M - $43.7M
|
8.21M
$414M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.03M+ 125.72% |
$38.5M - $43.5M
|
1.85M
$93.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
928K+ 390.37% |
$34.6M - $39.1M
|
1.17M
$58.8M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
869K+ 3369.06% |
$32.4M - $36.6M
|
894K
$45.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
810K+ 39.13% |
$30.2M - $34.1M
|
2.88M
$145M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
763K+ 4095.14% |
$28.4M - $32.1M
|
782K
$39.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
706KNew |
$26.3M - $29.7M
|
706K
$35.6M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
650KNew |
$24.2M - $27.4M
|
650K
$32.8M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
638K+ 95.63% |
$23.8M - $26.9M
|
1.31M
$65.9M
|
|
|
May 01, 2024
Q1 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
562K+ 46.68% |
$21M - $23.7M
|
1.77M
$89.1M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
534K+ 12.01% |
$19.9M - $22.5M
|
4.98M
$251M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
526K+ 269.45% |
$19.6M - $22.1M
|
721K
$36.4M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
500K+ 219.33% |
$18.6M - $21.1M
|
728K
$36.7M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
453K+ 3493.83% |
$16.9M - $19.1M
|
466K
$23.5M
|
|
|
May 15, 2024
Q1 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
450KNew |
$16.8M - $19M
|
450K
$22.7M
|
|
|
May 13, 2024
Q1 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
390KNew |
$14.5M - $16.4M
|
390K
$19.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
363K+ 4832.64% |
$13.5M - $15.3M
|
370K
$18.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
352KNew |
$13.1M - $14.8M
|
352K
$17.8M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
330K+ 12.92% |
$12.3M - $13.9M
|
2.88M
$145M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
304K+ 71.25% |
$11.3M - $12.8M
|
732K
$36.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
302K+ 1118.68% |
$11.2M - $12.7M
|
328K
$16.6M
|