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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9.01KNew |
$357K - $383K
|
9.01K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.96K+ 54.23% |
$355K - $381K
|
25.5K
$1.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
8.93K+ 25.51% |
$354K - $380K
|
43.9K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.89KNew |
$352K - $378K
|
8.89K
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
8.79KNew |
$348K - $373K
|
8.79K
$427K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.79KNew |
$348K - $373K
|
8.79K
$427K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8.67K+ 33.2% |
$343K - $368K
|
34.8K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
8.61K+ 46.45% |
$341K - $366K
|
27.2K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
8.55K+ 17.86% |
$338K - $363K
|
56.4K
$2.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.54K+ 2.3% |
$338K - $363K
|
381K
$18.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
8.44KNew |
$334K - $359K
|
8.44K
$410K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.26KNew |
$327K - $351K
|
8.26K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.12KNew |
$321K - $345K
|
8.12K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
8.12KNew |
$321K - $345K
|
8.12K
$394K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.84K+ 1.86% |
$310K - $333K
|
430K
$20.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.83K+ 3.89% |
$310K - $333K
|
209K
$10.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.81K+ 329.45% |
$309K - $332K
|
10.2K
$495K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
7.67K+ 5.15% |
$303K - $326K
|
156K
$7.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.66KNew |
$303K - $326K
|
7.66K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.6KNew |
$301K - $323K
|
7.6K
$369K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.6KNew |
$301K - $323K
|
7.6K
$369K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
7.49K+ 43.02% |
$297K - $318K
|
24.9K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
7.44K+ 1.87% |
$294K - $316K
|
404K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
7.42K+ 29.91% |
$294K - $315K
|
32.2K
$1.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
7.4KNew |
$293K - $315K
|
7.4K
$360K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
7.4KNew |
$293K - $314K
|
7.4K
$359K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
7.38K+ 36.33% |
$292K - $313K
|
27.7K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.33KNew |
$290K - $311K
|
7.33K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.29K+ 52.38% |
$288K - $310K
|
21.2K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.21K+ 3.76% |
$285K - $306K
|
199K
$9.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7.18KNew |
$284K - $305K
|
7.18K
$349K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
7.18K+ 5.56% |
$284K - $305K
|
136K
$6.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
7.18K+ 18.03% |
$284K - $305K
|
47K
$2.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
7.03K+ 1.65% |
$278K - $299K
|
433K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.98K+ 6.03% |
$276K - $296K
|
123K
$5.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.98KNew |
$276K - $296K
|
6.98K
$339K
|
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
6.92KNew |
$274K - $294K
|
6.92K
$336K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.89KNew |
$273K - $293K
|
6.89K
$335K
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
6.88K+ 2.23% |
$272K - $292K
|
316K
$15.3M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.85KNew |
$271K - $291K
|
6.85K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6.84K+ 101.69% |
$271K - $291K
|
13.6K
$660K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.72KNew |
$266K - $286K
|
6.72K
$327K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
6.71K+ 6.66% |
$266K - $285K
|
107K
$5.22M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.65KNew |
$263K - $283K
|
6.65K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.52K+ 113.12% |
$258K - $277K
|
12.3K
$597K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.47K+ 65.4% |
$256K - $275K
|
16.4K
$795K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.41KNew |
$254K - $272K
|
6.41K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.36K+ 72.85% |
$252K - $270K
|
15.1K
$734K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
6.35KNew |
$251K - $270K
|
6.35K
$308K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.32K+ 3.39% |
$250K - $269K
|
193K
$9.37M
|