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 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
10.8K+ 6.58% |
$442K - $495K
|
175K
$8.84M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.6K+ 11.89% |
$431K - $483K
|
99.3K
$5.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
10.4K+ 151.07% |
$427K - $478K
|
17.4K
$875K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
10.3K+ 53.87% |
$420K - $471K
|
29.4K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$414K - $464K
|
10.1K
$512K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.1K+ 5.81% |
$414K - $464K
|
185K
$9.31M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$411K - $460K
|
10.1K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$409K - $458K
|
10K
$505K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10K+ 70.34% |
$409K - $458K
|
24.2K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
10K+ 12.34% |
$408K - $457K
|
91.1K
$4.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
9.99K+ 1.35% |
$408K - $457K
|
748K
$37.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
9.94K+ 29.65% |
$406K - $455K
|
43.5K
$2.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
9.91K+ 27.51% |
$405K - $453K
|
45.9K
$2.32M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
9.81KNew |
$401K - $449K
|
9.81K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
9.71KNew |
$397K - $444K
|
9.71K
$489K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.68K+ 7.78% |
$395K - $443K
|
134K
$6.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
9.47K+ 37.99% |
$387K - $433K
|
34.4K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
9.01K+ 56.9% |
$368K - $412K
|
24.8K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
8.94K+ 262.48% |
$365K - $409K
|
12.3K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
8.9KNew |
$364K - $407K
|
8.9K
$449K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.73K+ 49.65% |
$357K - $399K
|
26.3K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8.66K+ 24.92% |
$354K - $396K
|
43.4K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.64K+ 10.01% |
$353K - $395K
|
95K
$4.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.55KNew |
$349K - $391K
|
8.55K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
8.53K+ 138.58% |
$348K - $390K
|
14.7K
$740K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
8.52KNew |
$348K - $390K
|
8.52K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
8.49K+ 45.4% |
$347K - $389K
|
27.2K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.33K+ 48.09% |
$340K - $381K
|
25.6K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
8.23KNew |
$336K - $377K
|
8.23K
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
8.19KNew |
$334K - $374K
|
8.19K
$413K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
8.08K+ 15.04% |
$330K - $369K
|
61.8K
$3.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
8.01K+ 33.86% |
$327K - $366K
|
31.7K
$1.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.84KNew |
$320K - $359K
|
7.84K
$395K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
7.77K+ 64.6% |
$317K - $355K
|
19.8K
$998K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7.73K+ 11.18% |
$316K - $354K
|
76.9K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.63K+ 21.35% |
$311K - $349K
|
43.3K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7.54K+ 27.76% |
$308K - $345K
|
34.7K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
7.54K+ 5.08% |
$308K - $345K
|
156K
$7.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
7.49K+ 2.63% |
$306K - $343K
|
293K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.49K+ 41.19% |
$306K - $343K
|
25.7K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
7.43KNew |
$303K - $340K
|
7.43K
$375K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.29K+ 21.3% |
$298K - $333K
|
41.5K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
7.26K+ 11.58% |
$296K - $332K
|
69.9K
$3.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
7.25KNew |
$296K - $332K
|
7.25K
$366K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.23K+ 3.03% |
$295K - $331K
|
246K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
7.12K+ 75.24% |
$291K - $325K
|
16.6K
$835K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
7.09K+ 14.64% |
$289K - $324K
|
55.5K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.01K+ 1.63% |
$286K - $321K
|
437K
$22M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.01K+ 10.71% |
$286K - $321K
|
72.5K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.91K+ 8.97% |
$282K - $316K
|
83.9K
$4.23M
|