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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.62K- 9.62% |
$60.5K - $68.4K
|
15.2K
$766K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.66K- 25.87% |
$61.7K - $69.7K
|
4.74K
$238K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.66K- 5.51% |
$61.8K - $69.8K
|
28.4K
$1.43M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.66K- 6.18% |
$61.9K - $70K
|
25.2K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.68K- 0.91% |
$62.8K - $70.9K
|
183K
$9.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.7K- 4.79% |
$63.3K - $71.5K
|
33.7K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.7K- 11.42% |
$63.5K - $71.8K
|
13.2K
$664K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.72K- 1.03% |
$64.1K - $72.5K
|
166K
$8.34M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.73K- 4.42% |
$64.5K - $72.9K
|
37.4K
$1.88M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.77K- 14.55% |
$66.1K - $74.7K
|
10.4K
$524K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-1.78K- 7.66% |
$66.2K - $74.8K
|
21.4K
$1.08M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.8K- 53.55% |
$67.2K - $75.9K
|
1.56K
$78.6K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.82K- 2.78% |
$67.7K - $76.5K
|
63.6K
$3.2M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.84K- 9.76% |
$68.5K - $77.5K
|
17K
$855K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1.85K- 13.12% |
$68.8K - $77.8K
|
12.2K
$615K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.85K- 4.95% |
$68.9K - $77.9K
|
35.5K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.85K- 5.76% |
$69.1K - $78K
|
30.3K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.87K- 2.21% |
$69.6K - $78.6K
|
82.7K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.87K- 9.31% |
$69.7K - $78.7K
|
18.2K
$915K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.89K- 13.46% |
$70.5K - $79.7K
|
12.2K
$612K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.9K- 12.78% |
$70.7K - $79.9K
|
13K
$651K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.95K- 27.0% |
$72.7K - $82.1K
|
5.27K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-1.95K- 15.25% |
$72.7K - $82.2K
|
10.8K
$545K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.95K- 1.81% |
$72.7K - $82.2K
|
106K
$5.32M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.97K- 2.76% |
$73.3K - $82.9K
|
69.4K
$3.49M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.98K- 24.24% |
$73.9K - $83.6K
|
6.2K
$312K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.99K- 14.27% |
$74K - $83.7K
|
11.9K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.03K- 2.01% |
$75.7K - $85.6K
|
99K
$4.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.08K- 8.3% |
$77.4K - $87.5K
|
23K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.08K- 6.68% |
$77.6K - $87.7K
|
29.1K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-2.09K- 7.37% |
$77.9K - $88K
|
26.3K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.15K- 13.82% |
$79.9K - $90.3K
|
13.4K
$672K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.15K- 19.91% |
$80.2K - $90.6K
|
8.66K
$435K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.16K- 8.51% |
$80.7K - $91.1K
|
23.3K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.18K- 18.31% |
$81.2K - $91.7K
|
9.72K
$488K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.18K- 52.02% |
$81.3K - $91.9K
|
2.01K
$101K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.24K- 4.34% |
$83.4K - $94.3K
|
49.3K
$2.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.25K- 4.75% |
$83.7K - $94.6K
|
45K
$2.26M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-2.25K- 12.92% |
$83.7K - $94.6K
|
15.1K
$760K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.25K- 20.39% |
$83.7K - $94.6K
|
8.77K
$441K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.27K- 17.53% |
$84.6K - $95.7K
|
10.7K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.28K- 44.2% |
$84.9K - $95.9K
|
2.88K
$144K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.28K- 42.1% |
$85K - $96K
|
3.14K
$158K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.32K- 29.46% |
$86.5K - $97.8K
|
5.56K
$279K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.33K- 38.24% |
$86.8K - $98.1K
|
3.76K
$189K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.34K- 1.4% |
$87.3K - $98.6K
|
165K
$8.29M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-2.35K- 6.0% |
$87.4K - $98.8K
|
36.8K
$1.85M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.38K- 31.76% |
$88.8K - $100K
|
5.12K
$257K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.39K- 46.72% |
$89.2K - $101K
|
2.73K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.47K- 2.91% |
$92.1K - $104K
|
82.4K
$4.14M
|