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 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$119 - $127
|
6.83K
$345K
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
3+ 0.01% |
$119 - $127
|
28.2K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3+ 0.01% |
$119 - $127
|
24.7K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.02% |
$119 - $127
|
13.2K
$665K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$79.2 - $85
|
12.4K
$625K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$79.2 - $85
|
11.5K
$582K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.7% |
$79.2 - $85
|
286
$14.4K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2+ 0.01% |
$79.2 - $85
|
20.4K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.38% |
$79.2 - $85
|
522
$26.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.07% |
$79.2 - $85
|
2.97K
$150K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$79.2 - $85
|
17.7K
$892K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2+ 0.02% |
$79.2 - $85
|
11.8K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.02% |
$79.2 - $85
|
9.6K
$484K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.08% |
$39.6 - $42.5
|
94
$4.74K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.01% |
$39.6 - $42.5
|
8.17K
$412K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.02% |
$39.6 - $42.5
|
6.64K
$334K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1New |
$39.6 - $42.5
|
1
$50.4
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$39.6 - $42.5
|
5.39K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1+ 0.01% |
$39.6 - $42.5
|
6.73K
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$39.6 - $42.5
|
6.79K
$342K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$39.6 - $42.5
|
6.03K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1+ 1.92% |
$39.6 - $42.5
|
53
$2.67K
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1+ 0.0% |
$39.6 - $42.5
|
24.4K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.04% |
$39.6 - $42.5
|
2.48K
$125K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1- 0.01% |
$39.6 - $42.5
|
9.78K
$493K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.01% |
$158 - $170
|
30.6K
$1.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-5- -0.0% |
$198 - $212
|
119K
$6.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-8- 0.88% |
$317 - $340
|
897
$45.2K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10- 0.41% |
$396 - $425
|
2.41K
$122K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-12- 0.11% |
$475 - $510
|
11.3K
$570K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-12- 0.02% |
$475 - $510
|
52.1K
$2.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 3.42% |
$594 - $637
|
424
$21.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-15- 0.1% |
$594 - $637
|
14.8K
$748K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-20- 0.14% |
$792 - $850
|
14.6K
$736K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-20- 3.14% |
$792 - $850
|
616
$31.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-28- 0.11% |
$1.11K - $1.19K
|
26K
$1.31M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-30- 1.84% |
$1.19K - $1.27K
|
1.6K
$80.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-30- 0.42% |
$1.19K - $1.27K
|
7.17K
$361K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-31- 6.55% |
$1.23K - $1.32K
|
442
$22.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-33- 0.14% |
$1.31K - $1.4K
|
23K
$1.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-34- 0.04% |
$1.35K - $1.44K
|
81.8K
$4.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-40- 0.61% |
$1.58K - $1.7K
|
6.5K
$327K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-45- 0.26% |
$1.78K - $1.91K
|
17.2K
$866K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-47- 3.72% |
$1.86K - $2K
|
1.22K
$61.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-49- 0.37% |
$1.94K - $2.08K
|
13.2K
$664K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-66- 0.31% |
$2.61K - $2.8K
|
21.1K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-67- 0.41% |
$2.65K - $2.85K
|
16.2K
$815K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-70- 1.02% |
$2.77K - $2.97K
|
6.77K
$341K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-72- 0.03% |
$2.85K - $3.06K
|
242K
$12.2M
|