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
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
75.1KNew |
$3.07M - $3.43M
|
75.1K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
74.3K+ 95.77% |
$3.03M - $3.4M
|
152K
$7.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
73.1K+ 376.26% |
$2.98M - $3.34M
|
92.5K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73K+ 23.01% |
$2.98M - $3.34M
|
390K
$19.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
70.6K+ 45.13% |
$2.88M - $3.23M
|
227K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
70.6KNew |
$2.88M - $3.23M
|
70.6K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
67.5KNew |
$2.76M - $3.09M
|
67.5K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
67.2KNew |
$2.75M - $3.08M
|
67.2K
$3.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
66.3K+ 24.56% |
$2.71M - $3.03M
|
336K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
65.8KNew |
$2.69M - $3.01M
|
65.8K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.5K+ 13.85% |
$2.63M - $2.95M
|
530K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
63.5K+ 22.35% |
$2.59M - $2.91M
|
348K
$17.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
63.1K+ 19.52% |
$2.58M - $2.89M
|
386K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
63.1K+ 71.87% |
$2.58M - $2.89M
|
151K
$7.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
63K+ 21.65% |
$2.57M - $2.88M
|
354K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
61.5KNew |
$2.51M - $2.81M
|
61.5K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
60.5K+ 602.07% |
$2.47M - $2.77M
|
70.6K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60.4K+ 83.81% |
$2.47M - $2.76M
|
133K
$6.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
59.8K+ 4.71% |
$2.44M - $2.73M
|
1.33M
$67M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
59.2K+ 26072.69% |
$2.42M - $2.71M
|
59.4K
$2.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
58.7KNew |
$2.4M - $2.69M
|
58.7K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.6KNew |
$2.27M - $2.54M
|
55.6K
$2.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
55.6K+ 29.86% |
$2.27M - $2.54M
|
242K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
54.7K+ 15.05% |
$2.24M - $2.5M
|
418K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
54.6K+ 288.63% |
$2.23M - $2.5M
|
73.6K
$3.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
51.5K+ 44.81% |
$2.1M - $2.36M
|
166K
$8.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
51.1K+ 267.25% |
$2.09M - $2.34M
|
70.2K
$3.54M
|
|
|
Dec 12, 2024
Q3 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
50.8K+ 17.31% |
$2.08M - $2.32M
|
344K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
50.3KNew |
$2.05M - $2.3M
|
50.3K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
49.4K+ 26.51% |
$2.02M - $2.26M
|
236K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
49K+ 470.52% |
$2M - $2.24M
|
59.5K
$3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48.4K+ 11.67% |
$1.98M - $2.21M
|
463K
$23.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
47.6K+ 228.9% |
$1.94M - $2.18M
|
68.4K
$3.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
47.4K+ 2.86% |
$1.94M - $2.17M
|
1.71M
$86M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.8K+ 1894.02% |
$1.91M - $2.14M
|
49.3K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
46.8KNew |
$1.91M - $2.14M
|
46.8K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
46.1K+ 37.33% |
$1.88M - $2.11M
|
170K
$8.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
45.9K+ 4.46% |
$1.87M - $2.1M
|
1.07M
$54.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
44.3K+ 137.51% |
$1.81M - $2.03M
|
76.6K
$3.86M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
43.7KNew |
$1.79M - $2M
|
43.7K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
42.6K+ 132.98% |
$1.74M - $1.95M
|
74.7K
$3.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
42.4K+ 76.19% |
$1.73M - $1.94M
|
98K
$4.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
41.2K+ 46.83% |
$1.68M - $1.88M
|
129K
$6.5M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
40.4KNew |
$1.65M - $1.85M
|
40.4K
$2.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
39.9K+ 34.17% |
$1.63M - $1.82M
|
157K
$7.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39.8K+ 19.06% |
$1.63M - $1.82M
|
249K
$12.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
39.5K+ 15.0% |
$1.61M - $1.81M
|
303K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
39.5K+ 28.59% |
$1.61M - $1.81M
|
178K
$8.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
38KNew |
$1.55M - $1.74M
|
38K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
38KNew |
$1.55M - $1.74M
|
38K
$1.92M
|