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
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
183KNew |
$7.26M - $7.79M
|
183K
$8.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
170K+ 118.63% |
$6.73M - $7.22M
|
313K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
163K+ 19.3% |
$6.45M - $6.93M
|
1.01M
$49M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
158K+ 13.52% |
$6.24M - $6.7M
|
1.32M
$64.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
156K+ 50.52% |
$6.19M - $6.64M
|
466K
$22.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
147K+ 131.51% |
$5.82M - $6.25M
|
259K
$12.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
134K+ 94.96% |
$5.3M - $5.69M
|
275K
$13.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
130KNew |
$5.16M - $5.53M
|
130K
$6.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
128K+ 17.73% |
$5.06M - $5.43M
|
849K
$41.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
123KNew |
$4.87M - $5.23M
|
123K
$5.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
123KNew |
$4.86M - $5.22M
|
123K
$5.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
117K+ 1.36% |
$4.63M - $4.97M
|
8.75M
$425M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
113K+ 6.18% |
$4.46M - $4.79M
|
1.94M
$94.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
102K+ 11.41% |
$4.03M - $4.32M
|
993K
$48.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
100K+ 50.0% |
$3.96M - $4.25M
|
300K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
98.3K+ 38.13% |
$3.89M - $4.18M
|
356K
$17.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
93.7KNew |
$3.71M - $3.98M
|
93.7K
$4.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
91.4K+ 5.84% |
$3.62M - $3.89M
|
1.66M
$80.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
89.9KNew |
$3.56M - $3.82M
|
89.9K
$4.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Client First Capital LLC
|
BUY
|
- |
88.9KNew |
$3.52M - $3.78M
|
88.9K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
88.6K+ 295.2% |
$3.51M - $3.76M
|
119K
$5.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
87.7K+ 60902.78% |
$3.47M - $3.73M
|
87.8K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
86.1KNew |
$3.41M - $3.66M
|
86.1K
$4.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
85K+ 12.53% |
$3.37M - $3.61M
|
763K
$37.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
84.2K+ 211.62% |
$3.33M - $3.58M
|
124K
$6.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
83.9KNew |
$3.32M - $3.56M
|
83.9K
$4.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
79.5K+ 23.92% |
$3.15M - $3.38M
|
412K
$20M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
77K+ 37.23% |
$3.05M - $3.27M
|
284K
$13.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
71K+ 96.58% |
$2.81M - $3.02M
|
144K
$7.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
69.9KNew |
$2.77M - $2.97M
|
69.9K
$3.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
69.5K+ 7.7% |
$2.75M - $2.95M
|
972K
$47.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
68.8KNew |
$2.73M - $2.93M
|
68.8K
$3.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
68.8KNew |
$2.72M - $2.92M
|
68.8K
$3.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65.7K+ 158.3% |
$2.6M - $2.79M
|
107K
$5.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
64.3K+ 80.11% |
$2.54M - $2.73M
|
144K
$7.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
64.1K+ 18.43% |
$2.54M - $2.72M
|
412K
$20M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
63.9KNew |
$2.53M - $2.71M
|
63.9K
$3.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
61.7K+ 2.14% |
$2.44M - $2.62M
|
2.94M
$143M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
60KNew |
$2.38M - $2.55M
|
60K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
59.5K+ 3.11% |
$2.36M - $2.53M
|
1.97M
$95.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
58.5K+ 35.26% |
$2.31M - $2.48M
|
224K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
57.6K+ 10.92% |
$2.28M - $2.45M
|
585K
$28.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
56.7K+ 33.37% |
$2.24M - $2.41M
|
226K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
55.6KNew |
$2.2M - $2.36M
|
55.6K
$2.7M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
55.6KNew |
$2.2M - $2.36M
|
55.6K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
55K+ 89.08% |
$2.18M - $2.34M
|
117K
$5.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
54.7K+ 56.67% |
$2.17M - $2.33M
|
151K
$7.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
53.1K+ 41.04% |
$2.1M - $2.26M
|
182K
$8.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
53K+ 8.15% |
$2.1M - $2.25M
|
704K
$34.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
53K+ 46.16% |
$2.1M - $2.25M
|
168K
$8.16M
|