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 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-73- 0.11% |
$2.89K - $3.1K
|
66.8K
$3.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-75- 0.43% |
$2.97K - $3.19K
|
17.5K
$845K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-75- 0.64% |
$2.97K - $3.19K
|
11.7K
$565K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-75- 1.01% |
$2.97K - $3.19K
|
7.35K
$355K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-83- 1.59% |
$3.29K - $3.53K
|
5.13K
$248K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-85- 4.05% |
$3.37K - $3.61K
|
2.01K
$97.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-86- 0.69% |
$3.4K - $3.65K
|
12.4K
$599K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-89- 0.43% |
$3.52K - $3.78K
|
20.8K
$1M
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-90- 0.42% |
$3.56K - $3.82K
|
21.3K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-90- 1.01% |
$3.56K - $3.82K
|
8.84K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-96- 3.12% |
$3.8K - $4.08K
|
2.98K
$144K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 50.0% |
$3.96K - $4.25K
|
100
$4.83K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-100- 13.33% |
$3.96K - $4.25K
|
650
$31.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 17.73% |
$3.96K - $4.25K
|
464
$22.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-100- 1.06% |
$3.96K - $4.25K
|
9.37K
$453K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 2.63% |
$3.96K - $4.25K
|
3.7K
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-116- 0.46% |
$4.59K - $4.93K
|
25.1K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-119- 0.93% |
$4.71K - $5.06K
|
12.7K
$615K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-119- 2.28% |
$4.71K - $5.06K
|
5.09K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-120- 8.23% |
$4.75K - $5.1K
|
1.34K
$64.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-120- 1.01% |
$4.75K - $5.1K
|
11.8K
$571K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-122- 1.09% |
$4.83K - $5.18K
|
11.1K
$535K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-124- 0.18% |
$4.91K - $5.27K
|
69K
$3.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-125- 0.66% |
$4.95K - $5.31K
|
18.9K
$911K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-125- 23.81% |
$4.95K - $5.31K
|
400
$19.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-126- 1.63% |
$4.99K - $5.35K
|
7.62K
$368K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-126- 0.84% |
$4.99K - $5.35K
|
14.9K
$718K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-136- 40.72% |
$5.38K - $5.78K
|
198
$9.57K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-140- 0.36% |
$5.54K - $5.95K
|
38.4K
$1.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-141- 0.13% |
$5.58K - $5.99K
|
112K
$5.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-144- 0.93% |
$5.7K - $6.12K
|
15.4K
$743K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-145- 1.07% |
$5.74K - $6.16K
|
13.4K
$647K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-145- 0.16% |
$5.74K - $6.16K
|
92.9K
$4.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-146- 1.74% |
$5.78K - $6.2K
|
8.26K
$399K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-147- 0.88% |
$5.82K - $6.25K
|
16.6K
$804K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-149- 1.44% |
$5.9K - $6.33K
|
10.2K
$493K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-155- 5.78% |
$6.14K - $6.59K
|
2.53K
$122K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-160- 1.78% |
$6.33K - $6.8K
|
8.85K
$428K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-161- 0.22% |
$6.37K - $6.84K
|
74.3K
$3.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-164- 1.46% |
$6.49K - $6.97K
|
11.1K
$537K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-165- 0.51% |
$6.53K - $7.01K
|
31.9K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-165- 1.14% |
$6.53K - $7.01K
|
14.3K
$690K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-167- 0.86% |
$6.61K - $7.1K
|
19.2K
$927K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-180- 3.08% |
$7.13K - $7.65K
|
5.67K
$274K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-182- 2.76% |
$7.21K - $7.73K
|
6.42K
$310K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-182- 2.13% |
$7.21K - $7.73K
|
8.38K
$405K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-185- 1.79% |
$7.32K - $7.86K
|
10.1K
$490K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-187- 3.33% |
$7.4K - $7.95K
|
5.43K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-190- 0.31% |
$7.52K - $8.07K
|
61.2K
$2.96M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-196- 1.47% |
$7.76K - $8.33K
|
13.2K
$637K
|