Purchases and Sales Made in Q1 2024 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.1K- 5.99% |
$40.8K - $46.2K
|
17.2K
$879K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.1K- 5.93% |
$41K - $46.3K
|
17.4K
$891K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.1K- 17.2% |
$41K - $46.3K
|
5.3K
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 4.92% |
$41.6K - $47K
|
21.6K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.12K- 2.89% |
$41.7K - $47.2K
|
37.6K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.13K- 4.2% |
$42.1K - $47.6K
|
25.8K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.17K- 7.57% |
$43.6K - $49.2K
|
14.3K
$729K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.19K- 7.09% |
$44.5K - $50.3K
|
15.7K
$800K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-1.2K- 2.17% |
$44.6K - $50.4K
|
54K
$2.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.2K- 9.64% |
$44.7K - $50.5K
|
11.2K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-1.21K- 0.45% |
$45.2K - $51.1K
|
270K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.22K- 1.19% |
$45.3K - $51.2K
|
101K
$5.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.23K- 14.38% |
$45.9K - $51.9K
|
7.33K
$375K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.27K- 17.62% |
$47.1K - $53.3K
|
5.92K
$303K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.27K- 46.55% |
$47.3K - $53.5K
|
1.46K
$74.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.28K- 2.95% |
$47.5K - $53.7K
|
41.9K
$2.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.29K- 2.49% |
$47.9K - $54.2K
|
50.4K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.29K- 9.59% |
$48.1K - $54.3K
|
12.2K
$622K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.29K- 4.76% |
$48.2K - $54.5K
|
25.9K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.3K- 1.52% |
$48.3K - $54.5K
|
84K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-1.3K- 0.45% |
$48.5K - $54.8K
|
289K
$14.8M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.3K- 2.08% |
$48.6K - $54.9K
|
61.2K
$3.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.31K- 3.52% |
$48.7K - $55K
|
35.8K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.32K- 1.45% |
$49.1K - $55.5K
|
89.3K
$4.57M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.34K- 9.13% |
$50.1K - $56.6K
|
13.4K
$684K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.35K- 7.86% |
$50.3K - $56.9K
|
15.8K
$809K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.36K- 10.37% |
$50.8K - $57.4K
|
11.8K
$602K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.36K- 15.27% |
$50.8K - $57.5K
|
7.57K
$387K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.38K- 2.57% |
$51.2K - $57.9K
|
52.1K
$2.67M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.39K- 93.92% |
$51.8K - $58.6K
|
90
$4.6K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.4K- 16.13% |
$52.2K - $59K
|
7.28K
$372K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.41K- 3.99% |
$52.4K - $59.2K
|
33.8K
$1.73M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.42K- 4.03% |
$52.8K - $59.6K
|
33.7K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.42K- 7.41% |
$53K - $59.9K
|
17.8K
$909K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.42K- 5.7% |
$53K - $59.9K
|
23.6K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.43K- 21.31% |
$53.4K - $60.4K
|
5.29K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.45K- 7.56% |
$53.9K - $60.9K
|
17.7K
$903K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.45K- 14.43% |
$54.1K - $61.2K
|
8.61K
$440K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.49K- 3.35% |
$55.7K - $62.9K
|
43.1K
$2.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 12.79% |
$55.9K - $63.1K
|
10.2K
$523K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.5K- 22.88% |
$55.9K - $63.2K
|
5.06K
$259K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.5K- 11.93% |
$55.9K - $63.2K
|
11.1K
$566K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.52K- 42.88% |
$56.6K - $63.9K
|
2.02K
$103K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.52K- 0.02% |
$56.8K - $64.1K
|
9.69M
$495M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.53K- 4.27% |
$56.8K - $64.2K
|
34.2K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.53K- 9.56% |
$57K - $64.4K
|
14.5K
$740K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.54K- 1.8% |
$57.5K - $64.9K
|
84K
$4.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.54K- 1.31% |
$57.5K - $65K
|
116K
$5.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.55K- 3.21% |
$57.7K - $65.2K
|
46.7K
$2.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.57K- 9.7% |
$58.5K - $66.1K
|
14.6K
$747K
|