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
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-134- 11.72% |
$5.47K - $6.13K
|
1.01K
$48.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-134- 9.96% |
$5.47K - $6.13K
|
1.21K
$58.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-136- 2.72% |
$5.55K - $6.22K
|
4.87K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-143- 1.53% |
$5.84K - $6.54K
|
9.19K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-145- 1.43% |
$5.92K - $6.63K
|
10K
$485K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-149- 1.46% |
$6.09K - $6.82K
|
10K
$487K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-149- 1.82% |
$6.09K - $6.82K
|
8.02K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-160- 0.59% |
$6.53K - $7.32K
|
26.9K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-164- 2.08% |
$6.7K - $7.5K
|
7.71K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-169- 0.61% |
$6.9K - $7.73K
|
27.6K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-173- 0.98% |
$7.07K - $7.91K
|
17.5K
$849K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-179- 1.04% |
$7.31K - $8.19K
|
17K
$825K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-184- 0.58% |
$7.51K - $8.42K
|
31.8K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-186- 3.58% |
$7.6K - $8.51K
|
5.01K
$243K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-190- 2.92% |
$7.76K - $8.69K
|
6.31K
$306K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-190- 1.6% |
$7.76K - $8.69K
|
11.7K
$568K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-190- 2.09% |
$7.76K - $8.69K
|
8.92K
$432K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-198- 3.59% |
$8.09K - $9.06K
|
5.32K
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-199- 3.42% |
$8.13K - $9.1K
|
5.62K
$273K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-200- 20.22% |
$8.17K - $9.15K
|
789
$38.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-200- 3.96% |
$8.17K - $9.15K
|
4.86K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-200- 2.64% |
$8.17K - $9.15K
|
7.37K
$357K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-200- 4.16% |
$8.17K - $9.15K
|
4.61K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-200- 5.41% |
$8.17K - $9.15K
|
3.5K
$170K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-200- 0.35% |
$8.17K - $9.15K
|
57.4K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-200- 33.33% |
$8.17K - $9.15K
|
400
$19.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-203- 1.7% |
$8.29K - $9.29K
|
11.7K
$568K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-206- 2.8% |
$8.41K - $9.42K
|
7.16K
$347K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-207- 0.6% |
$8.45K - $9.47K
|
34.3K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-208- 2.79% |
$8.49K - $9.51K
|
7.25K
$352K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-210- 1.0% |
$8.58K - $9.61K
|
20.9K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-212- 0.32% |
$8.66K - $9.7K
|
66.8K
$3.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-213- 0.81% |
$8.7K - $9.74K
|
26K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-218- 3.72% |
$8.9K - $9.97K
|
5.65K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-220- 0.59% |
$8.98K - $10.1K
|
36.8K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-221- 4.3% |
$9.03K - $10.1K
|
4.91K
$238K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-222- 3.94% |
$9.07K - $10.2K
|
5.41K
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-225- 11.36% |
$9.19K - $10.3K
|
1.76K
$85.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-225- 2.61% |
$9.19K - $10.3K
|
8.38K
$406K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-232- 1.97% |
$9.47K - $10.6K
|
11.6K
$561K
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-233- 0.9% |
$9.52K - $10.7K
|
25.7K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-234- 1.49% |
$9.56K - $10.7K
|
15.5K
$752K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-249- 3.23% |
$10.2K - $11.4K
|
7.46K
$362K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-249- 2.73% |
$10.2K - $11.4K
|
8.86K
$430K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-250- 1.2% |
$10.2K - $11.4K
|
20.6K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-250- 2.09% |
$10.2K - $11.4K
|
11.7K
$567K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-250- 0.79% |
$10.2K - $11.4K
|
31.5K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-250- 2.95% |
$10.2K - $11.4K
|
8.23K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-250- 3.29% |
$10.2K - $11.4K
|
7.36K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-251- 1.57% |
$10.3K - $11.5K
|
15.8K
$764K
|