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 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
10+ 0.2% |
$408 - $457
|
4.94K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
9+ 0.06% |
$368 - $412
|
14.5K
$703K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 0.25% |
$368 - $412
|
3.55K
$172K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.1% |
$327 - $366
|
7.97K
$386K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.38% |
$286 - $320
|
1.87K
$90.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7+ 0.03% |
$286 - $320
|
24.4K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$245 - $274
|
6.79K
$329K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.06% |
$204 - $229
|
9.02K
$437K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5+ 0.05% |
$204 - $229
|
10.5K
$508K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4+ 0.05% |
$163 - $183
|
7.32K
$355K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.39% |
$163 - $183
|
1.02K
$49.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 0.03% |
$163 - $183
|
14.8K
$718K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.03% |
$163 - $183
|
12.6K
$609K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4+ 0.03% |
$163 - $183
|
11.9K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 21.05% |
$163 - $183
|
23
$1.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 0.03% |
$163 - $183
|
13.2K
$639K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
3+ 0.23% |
$123 - $137
|
1.33K
$64.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.03% |
$123 - $137
|
11.1K
$539K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$123 - $137
|
6.84K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3+ 0.17% |
$123 - $137
|
1.77K
$85.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.3% |
$123 - $137
|
1.01K
$48.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$81.7 - $91.5
|
5.53K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$81.7 - $91.5
|
11.5K
$560K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.38% |
$81.7 - $91.5
|
524
$25.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$81.7 - $91.5
|
24.9K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.02% |
$81.7 - $91.5
|
10.2K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.34% |
$81.7 - $91.5
|
589
$28.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.02% |
$81.7 - $91.5
|
9.6K
$466K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$40.8 - $45.7
|
5.2K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$40.8 - $45.7
|
5.4K
$262K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$40.8 - $45.7
|
287
$13.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 0.01% |
$40.8 - $45.7
|
11.8K
$571K
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1+ 0.01% |
$40.8 - $45.7
|
8.83K
$428K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2- 0.01% |
$81.7 - $91.5
|
23K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-3- 0.03% |
$123 - $137
|
8.59K
$416K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-5- 0.01% |
$204 - $229
|
98.2K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6- 0.07% |
$245 - $274
|
8.97K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-8- 0.06% |
$327 - $366
|
12.7K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9- 16.98% |
$368 - $412
|
44
$2.13K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-10- 7.3% |
$408 - $457
|
127
$6.16K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-10- 5.59% |
$408 - $457
|
169
$8.19K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-11- 0.13% |
$449 - $503
|
8.43K
$409K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-11- 0.1% |
$449 - $503
|
11.1K
$539K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13- 0.16% |
$531 - $595
|
8.34K
$405K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-13- 0.14% |
$531 - $595
|
9.12K
$442K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-14- 0.24% |
$572 - $640
|
5.75K
$279K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-17- 1.97% |
$694 - $778
|
847
$41.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-22- 0.11% |
$898 - $1.01K
|
20K
$968K
|