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 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-321- 1.83% |
$12K - $13.5K
|
17.2K
$865K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-322- 2.77% |
$12K - $13.6K
|
11.3K
$569K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-324- 5.33% |
$12.1K - $13.6K
|
5.75K
$289K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-329- 2.38% |
$12.3K - $13.9K
|
13.5K
$678K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-333- 4.08% |
$12.4K - $14K
|
7.83K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-334- 0.78% |
$12.4K - $14.1K
|
42.6K
$2.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-335- 2.28% |
$12.5K - $14.1K
|
14.3K
$720K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-335- 1.27% |
$12.5K - $14.1K
|
26K
$1.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-342- 86.8% |
$12.7K - $14.4K
|
52
$2.61K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-344- 4.25% |
$12.8K - $14.5K
|
7.76K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-348- 0.49% |
$13K - $14.7K
|
70.7K
$3.55M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-361- 0.62% |
$13.5K - $15.2K
|
57.5K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-370- 4.57% |
$13.8K - $15.6K
|
7.72K
$388K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-375- 72.82% |
$14K - $15.8K
|
140
$7.04K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-394- 2.31% |
$14.7K - $16.6K
|
16.6K
$836K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-400- 1.8% |
$14.9K - $16.8K
|
21.8K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-400- 2.06% |
$14.9K - $16.8K
|
19K
$954K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-400- 4.91% |
$14.9K - $16.8K
|
7.75K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-400- 1.16% |
$14.9K - $16.8K
|
34.1K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-408- 6.26% |
$15.2K - $17.2K
|
6.11K
$307K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-420- 1.46% |
$15.7K - $17.7K
|
28.3K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-435- 5.22% |
$16.2K - $18.3K
|
7.9K
$397K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-442- 0.8% |
$16.5K - $18.6K
|
54.5K
$2.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-447- 14.78% |
$16.7K - $18.8K
|
2.58K
$130K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-449- 4.87% |
$16.7K - $18.9K
|
8.76K
$440K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-452- 2.83% |
$16.8K - $19K
|
15.5K
$780K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-455- 0.9% |
$17K - $19.2K
|
50.3K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-467- 0.75% |
$17.4K - $19.7K
|
61.4K
$3.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-471- 2.95% |
$17.6K - $19.8K
|
15.5K
$778K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-480- 0.76% |
$17.9K - $20.2K
|
62.7K
$3.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-481- 2.05% |
$17.9K - $20.3K
|
22.9K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-483- 6.69% |
$18K - $20.3K
|
6.73K
$338K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-486- 2.32% |
$18.1K - $20.5K
|
20.5K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-489- 0.46% |
$18.2K - $20.6K
|
106K
$5.33M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-490- 10.68% |
$18.3K - $20.6K
|
4.1K
$206K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-496- 4.12% |
$18.5K - $20.9K
|
11.5K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-500- 16.67% |
$18.6K - $21.1K
|
2.5K
$126K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-502- 4.54% |
$18.7K - $21.1K
|
10.6K
$531K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-508- 2.09% |
$18.9K - $21.4K
|
23.8K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-521- 5.49% |
$19.4K - $21.9K
|
8.98K
$451K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-526- 3.57% |
$19.6K - $22.2K
|
14.2K
$713K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-528- 1.4% |
$19.7K - $22.2K
|
37.2K
$1.87M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-535- 5.38% |
$19.9K - $22.5K
|
9.41K
$473K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-558- 7.31% |
$20.8K - $23.5K
|
7.08K
$356K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-562- 6.14% |
$20.9K - $23.7K
|
8.59K
$432K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-567- 2.8% |
$21.1K - $23.9K
|
19.7K
$989K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-575- 0.31% |
$21.4K - $24.2K
|
185K
$9.3M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-595- 4.17% |
$22.2K - $25.1K
|
13.7K
$687K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-600- 3.96% |
$22.4K - $25.3K
|
14.5K
$731K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-600- 6.24% |
$22.4K - $25.3K
|
9.01K
$453K
|