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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.24KNew |
$195K - $221K
|
5.24K
$265K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
5.24K+ 4.77% |
$195K - $221K
|
115K
$5.81M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.22KNew |
$194K - $220K
|
5.22K
$263K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.2KNew |
$194K - $219K
|
5.2K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.19KNew |
$193K - $218K
|
5.19K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.18KNew |
$193K - $218K
|
5.18K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.16KNew |
$192K - $217K
|
5.16K
$260K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
5.15KNew |
$192K - $217K
|
5.15K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
5.15KNew |
$192K - $217K
|
5.15K
$260K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.15KNew |
$192K - $217K
|
5.15K
$260K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.11K+ 32.8% |
$190K - $215K
|
20.7K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.08KNew |
$189K - $214K
|
5.08K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.04KNew |
$188K - $212K
|
5.04K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5.01KNew |
$187K - $211K
|
5.01K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5KNew |
$186K - $211K
|
5K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.98K+ 2.9% |
$186K - $210K
|
177K
$8.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4.97KNew |
$185K - $209K
|
4.97K
$251K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.96KNew |
$185K - $209K
|
4.96K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.95KNew |
$184K - $208K
|
4.95K
$249K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
4.92KNew |
$184K - $207K
|
4.92K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
4.92KNew |
$183K - $207K
|
4.92K
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
4.86KNew |
$181K - $205K
|
4.86K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.83KNew |
$180K - $203K
|
4.83K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4.82K+ 6.48% |
$180K - $203K
|
79.1K
$3.99M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
$178K - $201K
|
4.78K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.78KNew |
$178K - $201K
|
4.78K
$241K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.75KNew |
$177K - $200K
|
4.75K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.75K+ 54.05% |
$177K - $200K
|
13.5K
$683K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.75KNew |
$177K - $200K
|
4.75K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4.7K+ 0.55% |
$175K - $198K
|
856K
$43.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
4.68K+ 9.26% |
$174K - $197K
|
55.2K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.65K+ 28.93% |
$173K - $196K
|
20.7K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
4.64K+ 30.37% |
$173K - $195K
|
19.9K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
4.54K+ 7.93% |
$169K - $191K
|
61.8K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.53K+ 32.73% |
$169K - $191K
|
18.4K
$928K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
4.51K+ 10.4% |
$168K - $190K
|
47.9K
$2.41M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.49K+ 3.14% |
$167K - $189K
|
147K
$7.44M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.44K+ 353.42% |
$165K - $187K
|
5.7K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.4K+ 0.97% |
$164K - $185K
|
459K
$23.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.39K+ 20.23% |
$164K - $185K
|
26.1K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.38KNew |
$163K - $185K
|
4.38K
$221K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.34K+ 238.97% |
$162K - $183K
|
6.16K
$311K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.27K+ 10.06% |
$159K - $180K
|
46.7K
$2.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.25K+ 1.0% |
$158K - $179K
|
428K
$21.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.22K+ 23.49% |
$157K - $178K
|
22.2K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.15K+ 25.92% |
$155K - $175K
|
20.1K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.12K+ 12.78% |
$153K - $173K
|
36.3K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4.1K+ 28.86% |
$153K - $173K
|
18.3K
$923K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4KNew |
$149K - $168K
|
4K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.99K+ 6.65% |
$149K - $168K
|
64K
$3.23M
|