Purchases and Sales Made in Q2 2024 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
312+ 0.84% |
$12.4K - $13.3K
|
37.5K
$1.82M
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
302+ 4.81% |
$12K - $12.8K
|
6.58K
$319K
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
300+ 15.97% |
$11.9K - $12.7K
|
2.18K
$106K
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
300+ 2.44% |
$11.9K - $12.7K
|
12.6K
$612K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
296New |
$11.7K - $12.6K
|
296
$14.4K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
291+ 6.92% |
$11.5K - $12.4K
|
4.5K
$218K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
287+ 7.0% |
$11.4K - $12.2K
|
4.39K
$213K
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
270+ 0.0% |
$10.7K - $11.5K
|
9.69M
$471M
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
268+ 1.28% |
$10.6K - $11.4K
|
21.2K
$1.03M
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
266+ 5.05% |
$10.5K - $11.3K
|
5.54K
$269K
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
260+ 2.17% |
$10.3K - $11K
|
12.2K
$594K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
260+ 16.11% |
$10.3K - $11K
|
1.87K
$91.1K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
256+ 3.22% |
$10.1K - $10.9K
|
8.2K
$398K
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
250+ 3.92% |
$9.9K - $10.6K
|
6.62K
$322K
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
250+ 0.68% |
$9.9K - $10.6K
|
37K
$1.8M
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
245+ 0.65% |
$9.7K - $10.4K
|
37.8K
$1.84M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
241+ 19.69% |
$9.54K - $10.2K
|
1.47K
$71.2K
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
240+ 0.7% |
$9.5K - $10.2K
|
34.4K
$1.67M
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
236+ 0.86% |
$9.34K - $10K
|
27.8K
$1.35M
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
234New |
$9.26K - $9.94K
|
234
$11.4K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
234+ 7.08% |
$9.26K - $9.94K
|
3.54K
$172K
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
229+ 1.43% |
$9.07K - $9.73K
|
16.2K
$788K
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
228+ 0.18% |
$9.03K - $9.69K
|
127K
$6.17M
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
227New |
$8.99K - $9.65K
|
227
$11K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
220New |
$8.71K - $9.35K
|
220
$10.7K
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
211+ 0.3% |
$8.35K - $8.97K
|
69.6K
$3.38M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
207+ 0.45% |
$8.2K - $8.8K
|
45.8K
$2.22M
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
207+ 0.85% |
$8.2K - $8.8K
|
24.5K
$1.19M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
205New |
$8.12K - $8.71K
|
205
$9.96K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
199+ 1.48% |
$7.88K - $8.46K
|
13.6K
$662K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
197+ 1.89% |
$7.8K - $8.37K
|
10.6K
$516K
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
189+ 0.06% |
$7.48K - $8.03K
|
330K
$16M
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
189+ 3.09% |
$7.48K - $8.03K
|
6.3K
$306K
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
186+ 0.36% |
$7.36K - $7.9K
|
51.6K
$2.51M
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
186+ 0.29% |
$7.36K - $7.9K
|
64.5K
$3.14M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
185+ 0.53% |
$7.32K - $7.86K
|
35.3K
$1.71M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
183+ 1.87% |
$7.24K - $7.78K
|
9.98K
$485K
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
BUY
|
- |
180+ 0.75% |
$7.13K - $7.65K
|
24.1K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
180+ 9.13% |
$7.13K - $7.65K
|
2.15K
$105K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
179+ 1278.57% |
$7.09K - $7.61K
|
193
$9.38K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
170+ 2.05% |
$6.73K - $7.22K
|
8.48K
$412K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
165+ 11.54% |
$6.53K - $7.01K
|
1.6K
$77.5K
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
164+ 0.57% |
$6.49K - $6.97K
|
29.1K
$1.42M
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
158+ 2.05% |
$6.26K - $6.71K
|
7.85K
$381K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
156+ 2.53% |
$6.18K - $6.63K
|
6.33K
$307K
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
150+ 1.94% |
$5.94K - $6.37K
|
7.88K
$383K
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
150+ 3.99% |
$5.94K - $6.37K
|
3.91K
$190K
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
149+ 0.21% |
$5.9K - $6.33K
|
71.6K
$3.48M
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
147+ 0.95% |
$5.82K - $6.25K
|
15.6K
$759K
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
146+ 1.06% |
$5.78K - $6.2K
|
14K
$679K
|