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
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6.25K- 34.32% |
$247K - $265K
|
12K
$564K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.52K- 9.62% |
$258K - $277K
|
61.3K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-6.76K- 3.83% |
$268K - $287K
|
170K
$8M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.79K- 50.0% |
$269K - $288K
|
6.79K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.83K- 19.95% |
$270K - $290K
|
27.4K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-6.88K- 4.18% |
$272K - $292K
|
158K
$7.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.06K- 1.03% |
$279K - $300K
|
676K
$31.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-7.1K- 30.92% |
$281K - $302K
|
15.9K
$748K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7.31K- 14.2% |
$289K - $310K
|
44.1K
$2.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.41K- 2.33% |
$293K - $315K
|
310K
$14.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.43K- 0.27% |
$294K - $316K
|
2.78M
$131M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.58K- 7.48% |
$300K - $322K
|
93.7K
$4.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7.58K- 98.49% |
$300K - $322K
|
116
$5.47K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-7.66K- 23.81% |
$303K - $325K
|
24.5K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.99K- 2.9% |
$316K - $340K
|
267K
$12.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.12K- 21.83% |
$321K - $345K
|
29.1K
$1.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-8.14K- 51.64% |
$322K - $346K
|
7.62K
$359K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-8.23K- 3.73% |
$326K - $350K
|
213K
$10M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.59K- 20.12% |
$340K - $365K
|
34.1K
$1.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-8.67K- 3.51% |
$343K - $368K
|
238K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.7K- 2.87% |
$344K - $370K
|
294K
$13.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-8.8K- 2.12% |
$348K - $374K
|
407K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.06K- 18.39% |
$359K - $385K
|
40.2K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-9.13K- 20.6% |
$361K - $388K
|
35.2K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.74K- 1.34% |
$386K - $414K
|
719K
$33.9M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-9.8K- 4.09% |
$388K - $416K
|
230K
$10.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-10K- 18.36% |
$396K - $425K
|
44.5K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-10K- 40.0% |
$396K - $425K
|
15K
$707K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10.4K- 87.46% |
$412K - $443K
|
1.49K
$70.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-10.7K- 99.91% |
$423K - $455K
|
10
$472
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-10.8K- 4.17% |
$428K - $459K
|
249K
$11.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-11K- 16.37% |
$435K - $467K
|
56.2K
$2.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.4K- 64.55% |
$449K - $482K
|
6.23K
$294K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11.5K- 6.64% |
$454K - $487K
|
161K
$7.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-12.4K- 9.35% |
$489K - $525K
|
120K
$5.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-12.5K- 70.89% |
$496K - $532K
|
5.14K
$243K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-12.5K- 3.33% |
$496K - $533K
|
364K
$17.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-12.7K- 30.34% |
$503K - $540K
|
29.2K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12.7K- 65.91% |
$504K - $541K
|
6.58K
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 12.65% |
$512K - $550K
|
89.4K
$4.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-13.2K- 13.84% |
$523K - $561K
|
82.2K
$3.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-13.7K- 26.93% |
$541K - $581K
|
37.1K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13.9K- 26.62% |
$549K - $590K
|
38.2K
$1.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-14.2K- 3.83% |
$561K - $602K
|
356K
$16.8M
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
SELL
|
- |
-14.4K- 37.54% |
$569K - $611K
|
23.9K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-16.1K- 35.92% |
$635K - $682K
|
28.6K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-16.1K- 26.39% |
$637K - $684K
|
44.9K
$2.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-16.1K- 47.85% |
$639K - $686K
|
17.6K
$829K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-16.4K- 11.05% |
$651K - $698K
|
132K
$6.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-16.7K- 8.51% |
$660K - $708K
|
179K
$8.46M
|