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 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
52.9K+ 30.31% |
$2.09M - $2.25M
|
227K
$11M
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
52.4KNew |
$2.07M - $2.23M
|
52.4K
$2.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
52K+ 82.56% |
$2.06M - $2.21M
|
115K
$5.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
51.8K+ 72.23% |
$2.05M - $2.2M
|
124K
$6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
51.6K+ 198.55% |
$2.04M - $2.19M
|
77.6K
$3.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
51.4KNew |
$2.03M - $2.18M
|
51.4K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
51.3K+ 288.48% |
$2.03M - $2.18M
|
69.1K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
50.7KNew |
$2.01M - $2.15M
|
50.7K
$2.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50.3K+ 30.07% |
$1.99M - $2.14M
|
217K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
49.9K+ 39.86% |
$1.97M - $2.12M
|
175K
$8.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
49.8K+ 10.72% |
$1.97M - $2.12M
|
514K
$25M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47.2K+ 44.17% |
$1.87M - $2.01M
|
154K
$7.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
43.7K+ 24.53% |
$1.73M - $1.86M
|
222K
$10.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43.6K+ 2.27% |
$1.73M - $1.85M
|
1.97M
$95.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
43.6K+ 5.96% |
$1.72M - $1.85M
|
775K
$37.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
43.5KNew |
$1.72M - $1.85M
|
43.5K
$2.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
43.2KNew |
$1.71M - $1.84M
|
43.2K
$2.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
43K+ 9.69% |
$1.7M - $1.83M
|
486K
$23.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42.8K+ 37.63% |
$1.69M - $1.82M
|
156K
$7.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
42.7K+ 3.67% |
$1.69M - $1.81M
|
1.21M
$58.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
41.6K+ 137.37% |
$1.65M - $1.77M
|
71.9K
$3.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
41.3K+ 56.84% |
$1.64M - $1.76M
|
114K
$5.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
40.4K+ 350.21% |
$1.6M - $1.72M
|
51.9K
$2.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
40KNew |
$1.58M - $1.7M
|
40K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
37.8KNew |
$1.5M - $1.61M
|
37.8K
$1.84M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
37.2KNew |
$1.47M - $1.58M
|
37.2K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
37.1K+ 40.74% |
$1.47M - $1.58M
|
128K
$6.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
36.1K+ 265.14% |
$1.43M - $1.53M
|
49.7K
$2.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
35.1K+ 134.69% |
$1.39M - $1.49M
|
61.2K
$2.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34.6K+ 3.11% |
$1.37M - $1.47M
|
1.15M
$55.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
34.5KNew |
$1.37M - $1.47M
|
34.5K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34.2K+ 826.05% |
$1.36M - $1.46M
|
38.4K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$1.33M - $1.43M
|
33.7K
$1.64M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33.5K+ 24.78% |
$1.33M - $1.42M
|
169K
$8.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
33.4KNew |
$1.32M - $1.42M
|
33.4K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
33.3K+ 28.87% |
$1.32M - $1.41M
|
148K
$7.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
32.9K+ 11.24% |
$1.3M - $1.4M
|
325K
$15.8M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
32.7K+ 2.33% |
$1.3M - $1.39M
|
1.44M
$70M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
31.9KNew |
$1.26M - $1.36M
|
31.9K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
31.3K+ 38.84% |
$1.24M - $1.33M
|
112K
$5.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
30.8KNew |
$1.22M - $1.31M
|
30.8K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
30.5K+ 74.46% |
$1.21M - $1.3M
|
71.6K
$3.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
30.2K+ 12.09% |
$1.2M - $1.28M
|
280K
$13.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
29K+ 13.42% |
$1.15M - $1.23M
|
245K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.5K+ 6.21% |
$1.13M - $1.21M
|
487K
$23.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.2K+ 17.18% |
$1.12M - $1.2M
|
192K
$9.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
27.5K+ 21.59% |
$1.09M - $1.17M
|
155K
$7.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27K+ 16.97% |
$1.07M - $1.15M
|
186K
$9.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
26.8K+ 9.36% |
$1.06M - $1.14M
|
314K
$15.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
26.8K+ 3.65% |
$1.06M - $1.14M
|
761K
$37M
|