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 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-379- 3.51% |
$15K - $16.1K
|
10.4K
$528K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-380- 7.12% |
$15K - $16.1K
|
4.96K
$251K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-384- 2.66% |
$15.2K - $16.3K
|
14.1K
$712K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-400- 0.59% |
$15.8K - $17K
|
67.1K
$3.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-400- 14.27% |
$15.8K - $17K
|
2.4K
$122K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-400- 3.33% |
$15.8K - $17K
|
11.6K
$588K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-410- 15.36% |
$16.2K - $17.4K
|
2.26K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-410- 3.39% |
$16.2K - $17.4K
|
11.7K
$592K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-415- 5.67% |
$16.4K - $17.6K
|
6.91K
$350K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-421- 1.83% |
$16.7K - $17.9K
|
22.6K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-425- 7.7% |
$16.8K - $18.1K
|
5.1K
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-428- 0.85% |
$16.9K - $18.2K
|
49.8K
$2.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-429- 2.18% |
$17K - $18.2K
|
19.2K
$974K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-444- 3.54% |
$17.6K - $18.9K
|
12.1K
$613K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-447- 27.04% |
$17.7K - $19K
|
1.21K
$61.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-450- 8.56% |
$17.8K - $19.1K
|
4.81K
$243K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-453- 0.26% |
$17.9K - $19.2K
|
174K
$8.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-455- 1.89% |
$18K - $19.3K
|
23.6K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-465- 1.72% |
$18.4K - $19.8K
|
26.6K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-469- 1.85% |
$18.6K - $19.9K
|
24.9K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-472- 7.51% |
$18.7K - $20.1K
|
5.82K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-473- 2.99% |
$18.7K - $20.1K
|
15.3K
$777K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-475- 0.45% |
$18.8K - $20.2K
|
106K
$5.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-477- 5.93% |
$18.9K - $20.3K
|
7.57K
$383K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-480- 5.9% |
$19K - $20.4K
|
7.65K
$387K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-481- 3.13% |
$19K - $20.4K
|
14.9K
$755K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-495- 12.07% |
$19.6K - $21K
|
3.61K
$183K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-497- 2.17% |
$19.7K - $21.1K
|
22.4K
$1.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-500- 4.89% |
$19.8K - $21.2K
|
9.72K
$492K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 25.19% |
$19.8K - $21.2K
|
1.49K
$75.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-502- 2.29% |
$19.9K - $21.3K
|
21.5K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-506- 4.16% |
$20K - $21.5K
|
11.7K
$591K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-516- 1.46% |
$20.4K - $21.9K
|
34.9K
$1.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-517- 0.74% |
$20.5K - $22K
|
68.9K
$3.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-522- 3.87% |
$20.7K - $22.2K
|
13K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-534- 2.6% |
$21.1K - $22.7K
|
20K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-544- 8.76% |
$21.5K - $23.1K
|
5.67K
$287K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-545- 3.79% |
$21.6K - $23.2K
|
13.8K
$700K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-546- 3.04% |
$21.6K - $23.2K
|
17.4K
$882K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-547- 2.46% |
$21.7K - $23.2K
|
21.7K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-552- 19.52% |
$21.9K - $23.5K
|
2.28K
$115K
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-566- 5.98% |
$22.4K - $24K
|
8.89K
$450K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-572- 3.51% |
$22.6K - $24.3K
|
15.7K
$797K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-572- 0.9% |
$22.6K - $24.3K
|
63.3K
$3.21M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-572- 8.25% |
$22.6K - $24.3K
|
6.36K
$322K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-577- 10.1% |
$22.8K - $24.5K
|
5.14K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-585- 4.88% |
$23.2K - $24.9K
|
11.4K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-594- 3.45% |
$23.5K - $25.2K
|
16.6K
$842K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-595- 8.59% |
$23.6K - $25.3K
|
6.34K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-597- 0.53% |
$23.6K - $25.4K
|
111K
$5.65M
|