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 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
139+ 0.8% |
$5.5K - $5.91K
|
17.5K
$852K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
137New |
$5.42K - $5.82K
|
137
$6.66K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
134+ 13.28% |
$5.31K - $5.69K
|
1.14K
$55.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
133+ 0.38% |
$5.27K - $5.65K
|
35.3K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
129+ 0.76% |
$5.11K - $5.48K
|
17.2K
$834K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
126+ 0.39% |
$4.99K - $5.35K
|
32.2K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
126+ 10.33% |
$4.99K - $5.35K
|
1.35K
$65.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
125+ 0.57% |
$4.95K - $5.31K
|
22.2K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
125+ 1.07% |
$4.95K - $5.31K
|
11.9K
$576K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
125+ 0.81% |
$4.95K - $5.31K
|
15.6K
$759K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
121+ 0.24% |
$4.79K - $5.14K
|
50.6K
$2.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
120+ 0.04% |
$4.75K - $5.1K
|
277K
$13.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
112+ 0.78% |
$4.43K - $4.76K
|
14.5K
$704K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
108+ 1.09% |
$4.28K - $4.59K
|
9.97K
$485K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
107+ 1.19% |
$4.24K - $4.55K
|
9.11K
$442K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
107+ 1.44% |
$4.24K - $4.55K
|
7.56K
$367K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
107New |
$4.24K - $4.55K
|
107
$5.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
104+ 1.43% |
$4.12K - $4.42K
|
7.38K
$358K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
100+ 16.67% |
$3.96K - $4.25K
|
700
$34K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
100+ 0.7% |
$3.96K - $4.25K
|
14.3K
$694K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
96+ 22.48% |
$3.8K - $4.08K
|
523
$25.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
96+ 4.82% |
$3.8K - $4.08K
|
2.09K
$101K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
92+ 1.21% |
$3.64K - $3.91K
|
7.71K
$375K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
92+ 0.08% |
$3.64K - $3.91K
|
110K
$5.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
88+ 0.4% |
$3.48K - $3.74K
|
22.3K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
88+ 0.03% |
$3.48K - $3.74K
|
287K
$13.9M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
86+ 0.48% |
$3.4K - $3.65K
|
17.9K
$871K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
79+ 0.76% |
$3.13K - $3.36K
|
10.5K
$508K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
79+ 2.77% |
$3.13K - $3.36K
|
2.93K
$142K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
78+ 0.19% |
$3.09K - $3.31K
|
41.8K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
77+ 0.12% |
$3.05K - $3.27K
|
67K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
72New |
$2.85K - $3.06K
|
72
$3.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
71+ 0.46% |
$2.81K - $3.02K
|
15.5K
$755K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
67+ 2.07% |
$2.65K - $2.85K
|
3.3K
$160K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
66+ 0.92% |
$2.61K - $2.8K
|
7.27K
$353K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
65+ 0.96% |
$2.57K - $2.76K
|
6.82K
$331K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
64+ 0.39% |
$2.53K - $2.72K
|
16.3K
$794K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
58+ 0.08% |
$2.3K - $2.46K
|
69.2K
$3.36M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
52+ 0.8% |
$2.06K - $2.21K
|
6.54K
$318K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
52+ 0.47% |
$2.06K - $2.21K
|
11.2K
$545K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
51+ 0.46% |
$2.02K - $2.17K
|
11.1K
$541K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
50+ 6.66% |
$1.98K - $2.12K
|
801
$38.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
46+ 0.38% |
$1.82K - $1.95K
|
12.2K
$593K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
40+ 0.46% |
$1.58K - $1.7K
|
8.79K
$427K
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
39+ 0.33% |
$1.54K - $1.66K
|
11.9K
$579K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
39+ 0.08% |
$1.54K - $1.66K
|
51.5K
$2.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
38+ 0.74% |
$1.5K - $1.61K
|
5.2K
$253K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
38+ 0.26% |
$1.5K - $1.61K
|
14.6K
$709K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
37+ 0.19% |
$1.46K - $1.57K
|
20K
$971K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
36+ 0.72% |
$1.43K - $1.53K
|
5.01K
$243K
|