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
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
20.3KNew |
$757K - $855K
|
20.3K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$752K - $850K
|
20.2K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
20.2K+ 34.42% |
$751K - $849K
|
78.7K
$3.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
20.1KNew |
$750K - $848K
|
20.1K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
20K+ 333.27% |
$745K - $842K
|
26K
$1.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.9K+ 8.62% |
$743K - $840K
|
251K
$12.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
19.7KNew |
$734K - $830K
|
19.7K
$981K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
19.7K+ 4.89% |
$734K - $830K
|
423K
$21M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
19.3KNew |
$721K - $815K
|
19.3K
$963K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19K+ 186.99% |
$707K - $799K
|
29.1K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
19KNew |
$706K - $798K
|
19K
$944K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
18.9K+ 33.72% |
$706K - $798K
|
75.1K
$3.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
18.6K+ 13.26% |
$692K - $782K
|
159K
$7.9M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
17.3KNew |
$645K - $729K
|
17.3K
$862K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 24.69% |
$642K - $725K
|
87K
$4.33M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
17KNew |
$635K - $717K
|
17K
$848K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
16.8K+ 72.78% |
$625K - $706K
|
39.8K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.7K+ 3.79% |
$624K - $705K
|
458K
$22.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
16.5K+ 40.48% |
$614K - $694K
|
57.2K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16.4K+ 16.49% |
$611K - $690K
|
116K
$5.77M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.2K+ 11.34% |
$605K - $683K
|
159K
$7.93M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
16.1K+ 17.33% |
$600K - $678K
|
109K
$5.43M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
16.1K+ 5.97% |
$598K - $676K
|
285K
$14.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
15.7KNew |
$585K - $662K
|
15.7K
$782K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
15.2KNew |
$567K - $641K
|
15.2K
$758K
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15.2K+ 14.29% |
$567K - $641K
|
122K
$6.06M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
15.1KNew |
$562K - $635K
|
15.1K
$751K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.8K+ 16.95% |
$553K - $625K
|
102K
$5.1M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$543K - $613K
|
14.6K
$725K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
14.5KNew |
$542K - $613K
|
14.5K
$725K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.2KNew |
$530K - $599K
|
14.2K
$709K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.7KNew |
$512K - $579K
|
13.7K
$684K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.7K+ 7.09% |
$510K - $577K
|
207K
$10.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.7K+ 3.78% |
$510K - $577K
|
376K
$18.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
13.6KNew |
$507K - $573K
|
13.6K
$677K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
13.4K+ 12.55% |
$499K - $564K
|
120K
$5.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
13.4K+ 124.21% |
$498K - $563K
|
24.1K
$1.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
13.3K+ 168.06% |
$497K - $562K
|
21.3K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
13.3KNew |
$494K - $559K
|
13.3K
$660K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.2KNew |
$492K - $556K
|
13.2K
$658K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13K+ 2.18% |
$484K - $547K
|
609K
$30.3M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
12.8K+ 7.45% |
$476K - $538K
|
184K
$9.18M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.7K+ 3.52% |
$472K - $534K
|
372K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$468K - $529K
|
12.6K
$625K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$464K - $524K
|
12.4K
$620K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.4K+ 90.72% |
$462K - $522K
|
26.1K
$1.3M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
12.3K+ 13.92% |
$459K - $518K
|
101K
$5.02M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.3K+ 59.9% |
$458K - $517K
|
32.8K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
12.2K+ 21.69% |
$456K - $516K
|
68.7K
$3.42M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.1KNew |
$452K - $510K
|
12.1K
$603K
|