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 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.28K- 1.56% |
$52.3K - $58.6K
|
80.7K
$3.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.28K- 3.88% |
$52.4K - $58.6K
|
31.8K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.29K- 1.2% |
$52.7K - $59.1K
|
106K
$5.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.31K- 1.17% |
$53.4K - $59.8K
|
110K
$5.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.32K- 10.41% |
$53.9K - $60.4K
|
11.4K
$551K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 4.6% |
$54.6K - $61.2K
|
27.7K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.34K- 5.5% |
$54.8K - $61.4K
|
23.1K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.35K- 1.37% |
$55.3K - $61.9K
|
97.7K
$4.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.36K- 3.98% |
$55.3K - $62K
|
32.7K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.39K- 3.97% |
$56.8K - $63.6K
|
33.6K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.4K- 7.96% |
$57.3K - $64.2K
|
16.2K
$787K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.42K- 16.63% |
$57.9K - $64.9K
|
7.11K
$345K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.43K- 2.37% |
$58.5K - $65.5K
|
59K
$2.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.45K- 3.57% |
$59.3K - $66.4K
|
39.1K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.46K- 1.39% |
$59.5K - $66.6K
|
103K
$5.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.5K- 14.92% |
$61.3K - $68.6K
|
8.55K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.53K- 2.6% |
$62.5K - $70K
|
57.4K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.54K- 8.86% |
$63K - $70.5K
|
15.9K
$769K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.56K- 6.12% |
$63.6K - $71.2K
|
23.9K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.59K- 16.85% |
$64.8K - $72.6K
|
7.83K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.61K- 15.82% |
$65.9K - $73.8K
|
8.59K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.62K- 2.26% |
$66K - $73.9K
|
70K
$3.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.63K- 23.62% |
$66.4K - $74.4K
|
5.26K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.64K- 2.44% |
$67.1K - $75.1K
|
65.6K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.67K- 24.84% |
$68.3K - $76.5K
|
5.06K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.71K- 2.97% |
$69.8K - $78.2K
|
55.8K
$2.71M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.72K- 1.07% |
$70K - $78.4K
|
159K
$7.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.72K- 9.73% |
$70.3K - $78.7K
|
16K
$774K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-1.73K- 2.33% |
$70.7K - $79.1K
|
72.5K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-1.76K- 0.98% |
$71.8K - $80.5K
|
178K
$8.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.81K- 16.07% |
$74K - $82.9K
|
9.47K
$459K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-1.86K- 0.85% |
$75.9K - $85K
|
217K
$10.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.89K- 18.64% |
$77.2K - $86.4K
|
8.25K
$400K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.9K- 12.13% |
$77.6K - $86.9K
|
13.8K
$667K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 13.21% |
$78.2K - $87.6K
|
12.6K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.92K- 23.61% |
$78.3K - $87.7K
|
6.2K
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.93K- 94.98% |
$78.7K - $88.2K
|
102
$4.95K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.95K- 4.8% |
$79.8K - $89.4K
|
38.8K
$1.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2K- 20.0% |
$81.7K - $91.5K
|
8K
$388K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2K- 3.26% |
$81.7K - $91.5K
|
59.3K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-2.02K- 3.07% |
$82.3K - $92.2K
|
63.7K
$3.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.02K- 5.1% |
$82.5K - $92.3K
|
37.6K
$1.82M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.11K- 2.58% |
$86.3K - $96.6K
|
79.7K
$3.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 0.99% |
$86.4K - $96.7K
|
211K
$10.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.12K- 52.37% |
$86.6K - $97K
|
1.93K
$93.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.12K- 1.25% |
$86.6K - $97K
|
167K
$8.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.15K- 22.47% |
$87.7K - $98.2K
|
7.41K
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-2.16K- 8.8% |
$88.1K - $98.7K
|
22.3K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.17K- 23.66% |
$88.5K - $99.2K
|
7K
$339K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.21K- 29.93% |
$90.2K - $101K
|
5.17K
$251K
|