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 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-994- 7.28% |
$39.4K - $42.2K
|
12.7K
$615K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1K- 0.36% |
$39.6K - $42.5K
|
279K
$13.5M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1K- 6.94% |
$39.6K - $42.5K
|
13.4K
$652K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1K- 2.7% |
$39.6K - $42.5K
|
36K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1K- 11.46% |
$39.7K - $42.7K
|
7.76K
$377K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.01K- 11.47% |
$39.8K - $42.7K
|
7.76K
$377K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.05K- 18.57% |
$41.6K - $44.6K
|
4.61K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.05K- 5.74% |
$41.6K - $44.6K
|
17.3K
$838K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.08K- 5.07% |
$42.9K - $46K
|
20.3K
$986K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.1K- 1.26% |
$43.6K - $46.8K
|
86.3K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 3.84% |
$43.6K - $46.8K
|
27.5K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 1.39% |
$43.7K - $46.9K
|
78K
$3.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.13K- 8.52% |
$44.5K - $47.8K
|
12.1K
$587K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.13K- 2.1% |
$44.8K - $48.1K
|
52.7K
$2.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.13K- 5.89% |
$44.8K - $48.1K
|
18.1K
$878K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.13K- 14.71% |
$44.8K - $48.1K
|
6.56K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.15KClosed |
$45.6K - $49K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.17K- 4.54% |
$46.3K - $49.7K
|
24.6K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.17K- 11.97% |
$46.3K - $49.7K
|
8.61K
$418K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.2K- 3.1% |
$47.5K - $50.9K
|
37.5K
$1.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.21K- 5.29% |
$48.1K - $51.6K
|
21.7K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.22K- 1.36% |
$48.2K - $51.7K
|
88.1K
$4.28M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.22K- 8.27% |
$48.3K - $51.8K
|
13.5K
$657K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-1.22K- 6.29% |
$48.3K - $51.9K
|
18.2K
$884K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.22K- 0.99% |
$48.3K - $51.9K
|
122K
$5.93M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.24K- 2.45% |
$48.9K - $52.5K
|
49.1K
$2.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.25K- 3.23% |
$49.6K - $53.2K
|
37.5K
$1.82M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.32K- 0.55% |
$52.1K - $56K
|
237K
$11.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.32K- 0.71% |
$52.4K - $56.2K
|
184K
$8.96M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-1.32K- 1.58% |
$52.4K - $56.3K
|
82.4K
$4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.33K- 0.92% |
$52.5K - $56.4K
|
143K
$6.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.35K- 7.12% |
$53.5K - $57.4K
|
17.6K
$857K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.36K- 9.59% |
$53.9K - $57.9K
|
12.8K
$624K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.41K- 2.04% |
$55.6K - $59.7K
|
67.4K
$3.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.41K- 13.82% |
$55.7K - $59.7K
|
8.77K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-1.41K- 0.14% |
$55.9K - $60K
|
1M
$48.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.43K- 11.95% |
$56.6K - $60.8K
|
10.5K
$512K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.43K- 3.44% |
$56.8K - $60.9K
|
40.3K
$1.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.47K- 3.49% |
$58.2K - $62.5K
|
40.7K
$1.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.48K- 83.58% |
$58.4K - $62.7K
|
290
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.49K- 5.43% |
$59K - $63.4K
|
26K
$1.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.5K- 1.34% |
$59.5K - $63.9K
|
111K
$5.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.52K- 12.72% |
$60.1K - $64.5K
|
10.4K
$506K
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-1.53K- 2.55% |
$60.6K - $65K
|
58.4K
$2.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.55K- 13.55% |
$61.2K - $65.6K
|
9.86K
$479K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.55K- 4.89% |
$61.3K - $65.8K
|
30.1K
$1.46M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.56K- 6.55% |
$61.8K - $66.3K
|
22.3K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.58K- 4.69% |
$62.6K - $67.2K
|
32.1K
$1.56M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.62K- 35.76% |
$64.1K - $68.8K
|
2.91K
$141K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.64K- 4.8% |
$64.8K - $69.6K
|
32.5K
$1.58M
|