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 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
13.9K+ 170.03% |
$550K - $590K
|
22.1K
$1.07M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.8K+ 45.44% |
$548K - $588K
|
44.3K
$2.15M
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
13.6KNew |
$539K - $578K
|
13.6K
$661K
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.5KNew |
$535K - $574K
|
13.5K
$657K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13.5K+ 10.08% |
$535K - $574K
|
147K
$7.17M
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
13.3KNew |
$528K - $567K
|
13.3K
$648K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13.2KNew |
$521K - $560K
|
13.2K
$640K
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13.2K+ 46.56% |
$521K - $559K
|
41.4K
$2.01M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.9K+ 56.86% |
$512K - $550K
|
35.7K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
12.9K+ 0.16% |
$510K - $547K
|
8.22M
$399M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12.8K+ 17.19% |
$508K - $546K
|
87.5K
$4.25M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.5K+ 174.41% |
$495K - $531K
|
19.7K
$956K
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
12K+ 1200.0% |
$475K - $510K
|
13K
$632K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
12K+ 53.98% |
$475K - $510K
|
34.2K
$1.66M
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
11.9KNew |
$473K - $508K
|
11.9K
$581K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 11.99% |
$472K - $506K
|
111K
$5.41M
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
11.8K+ 230.0% |
$467K - $501K
|
16.9K
$822K
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
11.5KNew |
$457K - $490K
|
11.5K
$560K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
11.5K+ 151.24% |
$455K - $489K
|
19.1K
$928K
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11.4KNew |
$450K - $483K
|
11.4K
$553K
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
11.3K+ 4.14% |
$449K - $482K
|
285K
$13.9M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
11.2K+ 0.22% |
$445K - $477K
|
5.24M
$254M
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
11.2K+ 77.46% |
$444K - $477K
|
25.7K
$1.25M
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
11.2K+ 77.46% |
$444K - $477K
|
25.7K
$1.25M
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
11.2K+ 84.85% |
$444K - $476K
|
24.4K
$1.19M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.2KNew |
$444K - $476K
|
11.2K
$544K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.2K+ 56.44% |
$441K - $474K
|
30.9K
$1.5M
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
11K+ 6.97% |
$436K - $468K
|
169K
$8.21M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11K+ 50.69% |
$435K - $467K
|
32.7K
$1.59M
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11K+ 50.69% |
$435K - $467K
|
32.7K
$1.59M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11K+ 22.85% |
$434K - $466K
|
58.9K
$2.86M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.8K+ 153.05% |
$429K - $460K
|
17.9K
$870K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.7K+ 11.74% |
$424K - $455K
|
102K
$4.96M
|
|
Aug 13, 2024
Q2 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
10.5K+ 14.88% |
$416K - $446K
|
81.1K
$3.94M
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
10.5K+ 93.76% |
$415K - $446K
|
21.7K
$1.05M
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
10.5KNew |
$414K - $444K
|
10.5K
$508K
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
10.4K+ 31.65% |
$412K - $442K
|
43.2K
$2.1M
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
10.3KNew |
$406K - $436K
|
10.3K
$498K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.1K+ 534.39% |
$400K - $429K
|
12K
$583K
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10K+ 33.03% |
$398K - $427K
|
40.5K
$1.97M
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.96K+ 2.48% |
$394K - $423K
|
411K
$20M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.96K+ 48.24% |
$394K - $423K
|
30.6K
$1.49M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.91K+ 49.16% |
$392K - $421K
|
30.1K
$1.46M
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
9.88K+ 3.8% |
$391K - $420K
|
270K
$13.1M
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
9.64K+ 96.82% |
$382K - $410K
|
19.6K
$952K
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
9.51KNew |
$377K - $404K
|
9.51K
$462K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.24K+ 60.89% |
$366K - $393K
|
24.4K
$1.19M
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
9.2K+ 5.56% |
$364K - $391K
|
175K
$8.48M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9.19K+ 3.19% |
$364K - $391K
|
297K
$14.4M
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
9.02K+ 16.34% |
$357K - $383K
|
64.2K
$3.12M
|