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 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-822- 1.87% |
$33.6K - $37.6K
|
43.2K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-828- 5.84% |
$33.8K - $37.9K
|
13.4K
$648K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-829- 4.67% |
$33.9K - $37.9K
|
16.9K
$821K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-831- 2.48% |
$33.9K - $38K
|
32.7K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-841- 7.03% |
$34.3K - $38.5K
|
11.1K
$539K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-845- 2.6% |
$34.5K - $38.7K
|
31.7K
$1.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-850- 0.88% |
$34.7K - $38.9K
|
95.2K
$4.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-850- 3.31% |
$34.7K - $38.9K
|
24.9K
$1.21M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-850- 3.31% |
$34.7K - $38.9K
|
24.9K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-865- 1.21% |
$35.3K - $39.6K
|
70.7K
$3.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-870- 4.0% |
$35.5K - $39.8K
|
20.9K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-873- 1.44% |
$35.7K - $39.9K
|
59.9K
$2.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-877- 3.02% |
$35.8K - $40.1K
|
28.1K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-890- 12.84% |
$36.3K - $40.7K
|
6.04K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-896- 10.08% |
$36.6K - $41K
|
8K
$388K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-919- 1.42% |
$37.5K - $42K
|
63.9K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-939- 14.35% |
$38.3K - $42.9K
|
5.6K
$272K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-950- 0.34% |
$38.8K - $43.5K
|
278K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-950- 2.85% |
$38.8K - $43.5K
|
32.4K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-963- 1.3% |
$39.3K - $44K
|
72.9K
$3.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-968- 2.7% |
$39.5K - $44.3K
|
34.9K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-982- 0.86% |
$40.1K - $44.9K
|
113K
$5.48M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-984- 2.97% |
$40.2K - $45K
|
32.1K
$1.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-987- 57.82% |
$40.3K - $45.1K
|
720
$34.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-989- 0.89% |
$40.4K - $45.2K
|
110K
$5.34M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-993- 1.76% |
$40.6K - $45.4K
|
55.3K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1K- 71.43% |
$40.8K - $45.7K
|
400
$19.4K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1K- 7.39% |
$40.8K - $45.7K
|
12.5K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1K- 0.6% |
$40.8K - $45.7K
|
164K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1K- 16.47% |
$40.8K - $45.7K
|
5.07K
$246K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.01K- 6.14% |
$41K - $46K
|
15.4K
$745K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.04K- 5.93% |
$42.5K - $47.6K
|
16.5K
$800K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 5.64% |
$42.9K - $48K
|
17.6K
$851K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.05K- 0.26% |
$42.9K - $48K
|
408K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.06K- 2.91% |
$43.3K - $48.5K
|
35.4K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.07K- 12.96% |
$43.7K - $48.9K
|
7.19K
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.07K- 3.86% |
$43.8K - $49.1K
|
26.7K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.11K- 9.52% |
$45.3K - $50.8K
|
10.5K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.15K- 1.11% |
$46.8K - $52.4K
|
102K
$4.97M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.18K- 1.09% |
$48K - $53.7K
|
106K
$5.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.18K- 13.33% |
$48.2K - $54K
|
7.67K
$372K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 22.38% |
$49K - $54.9K
|
4.16K
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.2K- 16.48% |
$49K - $54.9K
|
6.08K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.21K- 2.12% |
$49.3K - $55.2K
|
55.7K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.23K- 7.5% |
$50.2K - $56.2K
|
15.1K
$735K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.24K- 7.54% |
$50.8K - $56.9K
|
15.2K
$739K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 10.95% |
$51.1K - $57.2K
|
10.2K
$493K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.25K- 4.26% |
$51.1K - $57.2K
|
28.1K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.26K- 0.29% |
$51.3K - $57.4K
|
430K
$20.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.27K- 7.1% |
$51.9K - $58.2K
|
16.6K
$807K
|