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 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.96K- 7.35% |
$117K - $126K
|
37.3K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.96K- 2.9% |
$117K - $126K
|
99.2K
$5.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3K- 17.34% |
$119K - $127K
|
14.3K
$724K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.16K- 0.73% |
$125K - $134K
|
431K
$21.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.18K- 1.8% |
$126K - $135K
|
174K
$8.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.34K- 8.62% |
$132K - $142K
|
35.4K
$1.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.38K- 6.86% |
$134K - $144K
|
45.9K
$2.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.42K- 0.8% |
$135K - $145K
|
424K
$21.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-3.44K- 4.1% |
$136K - $146K
|
80.5K
$4.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-3.63K- 15.35% |
$144K - $154K
|
20K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-3.64K- 37.92% |
$144K - $155K
|
5.96K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.7K- 78.11% |
$147K - $157K
|
1.04K
$52.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-3.75K- 6.12% |
$148K - $159K
|
57.5K
$2.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.77K- 11.5% |
$149K - $160K
|
29K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.84K- 6.72% |
$152K - $163K
|
53.3K
$2.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.91K- 20.13% |
$155K - $166K
|
15.5K
$787K
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-3.93K- 6.24% |
$156K - $167K
|
59.1K
$2.99M
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-3.94K- 2.1% |
$156K - $167K
|
183K
$9.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.98K- 16.5% |
$158K - $169K
|
20.1K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4K- 3.68% |
$159K - $170K
|
105K
$5.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.02K- 1.26% |
$159K - $171K
|
314K
$15.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.09K- 30.84% |
$162K - $174K
|
9.17K
$464K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-4.4K- 21.94% |
$174K - $187K
|
15.7K
$793K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4.48K- 72.66% |
$177K - $190K
|
1.68K
$85.3K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.55K- 4.92% |
$180K - $193K
|
88K
$4.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.58K- 0.36% |
$181K - $194K
|
1.27M
$64.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-4.67K- 2.82% |
$185K - $199K
|
161K
$8.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.73K- 29.92% |
$187K - $201K
|
11.1K
$561K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.74K- 2.56% |
$188K - $201K
|
180K
$9.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.84K- 25.71% |
$192K - $206K
|
14K
$708K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.95K- 3.83% |
$196K - $210K
|
124K
$6.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-4.96K- 11.31% |
$196K - $211K
|
38.9K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-5.07K- 28.48% |
$201K - $216K
|
12.7K
$645K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.26K- 61.14% |
$208K - $224K
|
3.35K
$169K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5.35K- 34.75% |
$212K - $227K
|
10.1K
$509K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5.4K- 23.68% |
$214K - $230K
|
17.4K
$882K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.53K- 1.23% |
$219K - $235K
|
444K
$22.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-5.69K- 5.48% |
$225K - $242K
|
98.2K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.17K- 8.33% |
$244K - $262K
|
67.9K
$3.44M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-6.21K- 3.88% |
$246K - $264K
|
154K
$7.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6.25K- 34.32% |
$247K - $265K
|
12K
$606K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.52K- 9.62% |
$258K - $277K
|
61.3K
$3.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-6.76K- 3.83% |
$268K - $287K
|
170K
$8.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.79K- 50.0% |
$269K - $288K
|
6.79K
$344K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.83K- 19.95% |
$270K - $290K
|
27.4K
$1.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-6.88K- 4.18% |
$272K - $292K
|
158K
$7.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.06K- 1.03% |
$279K - $300K
|
676K
$34.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-7.1K- 30.92% |
$281K - $302K
|
15.9K
$803K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7.31K- 14.2% |
$289K - $310K
|
44.1K
$2.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.41K- 2.33% |
$293K - $315K
|
310K
$15.7M
|