Purchases and Sales Made in Q3 2024 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
222+ 4.13% |
$9.07K - $10.2K
|
5.6K
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
216+ 1.2% |
$8.82K - $9.88K
|
18.2K
$880K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
213+ 1.31% |
$8.7K - $9.74K
|
16.5K
$801K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
203+ 0.55% |
$8.29K - $9.29K
|
37K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
202+ 49.63% |
$8.25K - $9.24K
|
609
$29.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200+ 0.75% |
$8.17K - $9.15K
|
26.8K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
200New |
$8.17K - $9.15K
|
200
$9.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
200+ 0.22% |
$8.17K - $9.15K
|
90K
$4.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
192New |
$7.84K - $8.78K
|
192
$9.31K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
187+ 6.39% |
$7.64K - $8.55K
|
3.11K
$151K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
187+ 0.05% |
$7.64K - $8.55K
|
411K
$20M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
185+ 11.38% |
$7.56K - $8.46K
|
1.81K
$87.8K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
185+ 0.17% |
$7.56K - $8.46K
|
112K
$5.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
180+ 1.8% |
$7.35K - $8.23K
|
10.2K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
173+ 2.27% |
$7.07K - $7.91K
|
7.8K
$378K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
164+ 0.28% |
$6.7K - $7.5K
|
59K
$2.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
162+ 2.56% |
$6.62K - $7.41K
|
6.5K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
160+ 2.09% |
$6.53K - $7.32K
|
7.82K
$379K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
157+ 2.14% |
$6.41K - $7.18K
|
7.51K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
156+ 2.81% |
$6.37K - $7.14K
|
5.71K
$277K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
155+ 0.2% |
$6.33K - $7.09K
|
78.2K
$3.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
150+ 2.09% |
$6.13K - $6.86K
|
7.32K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
146+ 2.08% |
$5.96K - $6.68K
|
7.18K
$348K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
145+ 0.18% |
$5.92K - $6.63K
|
82.6K
$4M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
142+ 1.92% |
$5.8K - $6.5K
|
7.55K
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
141+ 6.24% |
$5.76K - $6.45K
|
2.4K
$116K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
137+ 13.58% |
$5.6K - $6.27K
|
1.15K
$55.6K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
136+ 1.8% |
$5.55K - $6.22K
|
7.69K
$373K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
126+ 0.85% |
$5.15K - $5.76K
|
14.9K
$722K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
125+ 0.8% |
$5.11K - $5.72K
|
15.7K
$764K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
122+ 10.71% |
$4.98K - $5.58K
|
1.26K
$61.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
119+ 0.76% |
$4.86K - $5.44K
|
15.8K
$767K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
115+ 0.83% |
$4.7K - $5.26K
|
13.9K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
115+ 1.45% |
$4.7K - $5.26K
|
8.07K
$391K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
112+ 0.22% |
$4.57K - $5.12K
|
50.7K
$2.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
106New |
$4.33K - $4.85K
|
106
$5.14K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
100+ 0.48% |
$4.08K - $4.57K
|
20.9K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 100.0% |
$4.08K - $4.57K
|
200
$9.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
97New |
$3.96K - $4.44K
|
97
$4.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
95+ 20.47% |
$3.88K - $4.35K
|
559
$27.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93New |
$3.8K - $4.25K
|
93
$4.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
93+ 1.36% |
$3.8K - $4.25K
|
6.91K
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
89+ 0.97% |
$3.63K - $4.07K
|
9.31K
$451K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
87+ 0.31% |
$3.55K - $3.98K
|
28.4K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
81+ 0.27% |
$3.31K - $3.7K
|
30.2K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
79+ 33.76% |
$3.23K - $3.61K
|
313
$15.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
78+ 1.13% |
$3.19K - $3.57K
|
6.99K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
78+ 1.2% |
$3.19K - $3.57K
|
6.59K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
74+ 12.01% |
$3.02K - $3.38K
|
690
$33.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
72+ 1.35% |
$2.94K - $3.29K
|
5.39K
$262K
|