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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-22- 0.15% |
$898 - $1.01K
|
14.5K
$701K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-24- 0.19% |
$980 - $1.1K
|
12.9K
$628K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-26- 0.12% |
$1.06K - $1.19K
|
21.1K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 20.0% |
$1.23K - $1.37K
|
120
$5.82K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-31- 0.5% |
$1.27K - $1.42K
|
6.13K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-31- 2.55% |
$1.27K - $1.42K
|
1.19K
$57.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-34- 0.57% |
$1.39K - $1.56K
|
5.89K
$285K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-34- 0.26% |
$1.39K - $1.56K
|
12.9K
$628K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-35- 0.01% |
$1.43K - $1.6K
|
243K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-36- 2.26% |
$1.47K - $1.65K
|
1.56K
$75.6K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-37- 8.37% |
$1.51K - $1.69K
|
405
$19.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-37- 0.19% |
$1.51K - $1.69K
|
20K
$968K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-38- 0.58% |
$1.55K - $1.74K
|
6.54K
$317K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-39- 0.46% |
$1.59K - $1.78K
|
8.5K
$412K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-42- 17.87% |
$1.72K - $1.92K
|
193
$9.36K
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-42- 0.17% |
$1.72K - $1.92K
|
24.5K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45- 0.13% |
$1.84K - $2.06K
|
34.1K
$1.65M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-48- 0.75% |
$1.96K - $2.2K
|
6.31K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 7.14% |
$2.04K - $2.29K
|
650
$31.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 0.63% |
$2.04K - $2.29K
|
7.89K
$383K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-50- 0.31% |
$2.04K - $2.29K
|
16.1K
$782K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-56- 1.68% |
$2.29K - $2.56K
|
3.28K
$159K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-57- 0.04% |
$2.33K - $2.61K
|
129K
$6.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-61- 0.62% |
$2.49K - $2.79K
|
9.8K
$475K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-63- 0.4% |
$2.57K - $2.88K
|
15.5K
$751K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-69- 5.3% |
$2.82K - $3.16K
|
1.23K
$59.7K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-70- 0.43% |
$2.86K - $3.2K
|
16.1K
$781K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-71- 0.22% |
$2.9K - $3.25K
|
32.1K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-72- 1.32% |
$2.94K - $3.29K
|
5.36K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-73- 0.21% |
$2.98K - $3.34K
|
34.4K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-79- 1.39% |
$3.23K - $3.61K
|
5.59K
$271K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-87- 0.99% |
$3.55K - $3.98K
|
8.68K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-87- 0.79% |
$3.55K - $3.98K
|
11K
$532K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-96- 18.36% |
$3.92K - $4.39K
|
427
$20.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 20.2% |
$4.08K - $4.57K
|
395
$19.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 2.77% |
$4.08K - $4.57K
|
3.51K
$170K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 1.36% |
$4.08K - $4.57K
|
7.23K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.79% |
$4.08K - $4.57K
|
12.5K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 1.11% |
$4.08K - $4.57K
|
8.9K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-100- 31.45% |
$4.08K - $4.57K
|
218
$10.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-100- 1.96% |
$4.08K - $4.57K
|
5K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.58% |
$4.08K - $4.57K
|
17.2K
$832K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-102- 0.42% |
$4.17K - $4.67K
|
24.3K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-119- 0.93% |
$4.86K - $5.44K
|
12.7K
$616K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-121- 1.7% |
$4.94K - $5.53K
|
7K
$339K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-124- 0.9% |
$5.06K - $5.67K
|
13.7K
$664K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-124- 0.09% |
$5.06K - $5.67K
|
145K
$7.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-125- 0.62% |
$5.11K - $5.72K
|
20.2K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-125- 1.05% |
$5.11K - $5.72K
|
11.7K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-126- 3.0% |
$5.15K - $5.76K
|
4.08K
$198K
|