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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
32+ 0.38% |
$1.27K - $1.36K
|
8.49K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
30+ 25.0% |
$1.19K - $1.27K
|
150
$7.25K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
27+ 0.29% |
$1.07K - $1.15K
|
9.21K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
27+ 0.28% |
$1.07K - $1.15K
|
9.59K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
26+ 0.4% |
$1.03K - $1.1K
|
6.55K
$317K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 0.09% |
$990 - $1.06K
|
28.3K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25+ 0.37% |
$990 - $1.06K
|
6.83K
$330K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
24+ 0.09% |
$950 - $1.02K
|
25.9K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.07% |
$911 - $977
|
33.1K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
23+ 12.85% |
$911 - $977
|
202
$9.76K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
22+ 0.4% |
$871 - $935
|
5.58K
$270K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
21+ 17.07% |
$831 - $892
|
144
$6.96K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
20+ 0.05% |
$792 - $850
|
42.5K
$2.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
19+ 0.56% |
$752 - $807
|
3.4K
$164K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$752 - $807
|
19
$918
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
19+ 0.29% |
$752 - $807
|
6.66K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18+ 0.32% |
$713 - $765
|
5.71K
$276K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$673 - $722
|
16K
$773K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
15New |
$594 - $637
|
15
$725
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
14+ 0.22% |
$554 - $595
|
6.33K
$306K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
14New |
$554 - $595
|
14
$677
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
12+ 0.08% |
$475 - $510
|
15.6K
$752K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.19% |
$475 - $510
|
6.2K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.31% |
$475 - $510
|
3.93K
$190K
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
11+ 0.22% |
$435 - $467
|
4.93K
$238K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
11+ 4.91% |
$435 - $467
|
235
$11.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
11+ 0.11% |
$435 - $467
|
9.91K
$479K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
10+ 0.01% |
$396 - $425
|
75.1K
$3.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10+ 0.07% |
$396 - $425
|
14.6K
$704K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
10+ 0.07% |
$396 - $425
|
14.5K
$700K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10+ 0.13% |
$396 - $425
|
7.63K
$369K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
9+ 0.14% |
$356 - $382
|
6.51K
$315K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.41% |
$317 - $340
|
1.96K
$94.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$317 - $340
|
12.1K
$584K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
8+ 0.09% |
$317 - $340
|
9.13K
$441K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.4% |
$317 - $340
|
2.03K
$98.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.43% |
$317 - $340
|
1.87K
$90.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$277 - $297
|
7.73K
$374K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7+ 0.09% |
$277 - $297
|
7.96K
$385K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
6+ 0.02% |
$238 - $255
|
28.1K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6+ 0.08% |
$238 - $255
|
7.37K
$356K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.03% |
$198 - $212
|
17.2K
$831K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.06% |
$198 - $212
|
7.96K
$385K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$198 - $212
|
25.9K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
5+ 0.01% |
$198 - $212
|
47.9K
$2.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.39% |
$158 - $170
|
1.02K
$49.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.4% |
$158 - $170
|
1.01K
$48.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4+ 0.05% |
$158 - $170
|
7.31K
$353K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4+ 0.05% |
$158 - $170
|
8.38K
$405K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$119 - $127
|
6.83K
$330K
|