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 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.65K- 14.51% |
$65.2K - $70K
|
9.7K
$471K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.65K- 0.6% |
$65.4K - $70.2K
|
273K
$13.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.67K- 2.02% |
$66.2K - $71K
|
81K
$3.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.68K- 2.21% |
$66.5K - $71.4K
|
74.4K
$3.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.7K- 24.35% |
$67.2K - $72.1K
|
5.28K
$256K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.76K- 63.85% |
$69.8K - $74.9K
|
998
$48.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.77K- 0.58% |
$70.1K - $75.2K
|
304K
$14.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 8.82% |
$71.2K - $76.4K
|
18.6K
$904K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.83K- 6.5% |
$72.5K - $77.8K
|
26.3K
$1.28M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.85K- 2.04% |
$73.1K - $78.4K
|
88.8K
$4.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.86K- 4.49% |
$73.4K - $78.8K
|
39.4K
$1.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.86K- 15.42% |
$73.6K - $79K
|
10.2K
$495K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.87K- 21.37% |
$74.2K - $79.6K
|
6.9K
$335K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.88K- 7.64% |
$74.5K - $80K
|
22.8K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-1.89K- 3.67% |
$74.6K - $80.1K
|
49.5K
$2.4M
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.9K- 17.69% |
$75.2K - $80.7K
|
8.83K
$429K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-1.9K- 2.1% |
$75.2K - $80.7K
|
88.5K
$4.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
SELL
|
- |
-1.9K- 12.93% |
$75.4K - $80.9K
|
12.8K
$623K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.95K- 2.76% |
$77.1K - $82.7K
|
68.7K
$3.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.95K- 24.09% |
$77.4K - $83K
|
6.16K
$299K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.96K- 1.14% |
$77.6K - $83.3K
|
171K
$8.29M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.98K- 4.13% |
$78.4K - $84.1K
|
45.9K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.04K- 1.83% |
$80.6K - $86.5K
|
109K
$5.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.04K- 2.86% |
$80.7K - $86.6K
|
69.1K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-2.11K- 1.7% |
$83.7K - $89.8K
|
122K
$5.93M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-2.13K- 1.87% |
$84.2K - $90.4K
|
112K
$5.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.19K- 19.69% |
$86.7K - $93.1K
|
8.94K
$434K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.22K- 2.19% |
$87.7K - $94.2K
|
99.1K
$4.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.26K- 6.32% |
$89.5K - $96.1K
|
33.5K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.29K- 79.58% |
$90.6K - $97.2K
|
587
$28.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.32K- 12.89% |
$92K - $98.7K
|
15.7K
$763K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.36K- 2.23% |
$93.3K - $100K
|
104K
$5.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.41K- 6.82% |
$95.5K - $103K
|
33K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.43K- 5.23% |
$96.3K - $103K
|
44.1K
$2.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.47K- 2.17% |
$97.9K - $105K
|
112K
$5.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.48K- 3.02% |
$98.1K - $105K
|
79.7K
$3.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.49K- 12.0% |
$98.4K - $106K
|
18.2K
$885K
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-2.49K- 0.84% |
$98.7K - $106K
|
294K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.54K- 3.5% |
$100K - $108K
|
69.8K
$3.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.54K- 8.86% |
$101K - $108K
|
26.2K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.61K- 3.53% |
$103K - $111K
|
71.3K
$3.46M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-2.7K- 8.1% |
$107K - $115K
|
30.7K
$1.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.81K- 9.18% |
$111K - $119K
|
27.8K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.81K- 3.64% |
$111K - $120K
|
74.5K
$3.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.83K- 18.05% |
$112K - $120K
|
12.9K
$625K
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.88K- 10.98% |
$114K - $122K
|
23.3K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.89K- 12.26% |
$114K - $123K
|
20.7K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-2.89K- 45.88% |
$114K - $123K
|
3.41K
$165K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.94K- 4.86% |
$117K - $125K
|
57.6K
$2.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.96K- 7.35% |
$117K - $126K
|
37.3K
$1.81M
|