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 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
12.2K+ 21.69% |
$456K - $516K
|
68.7K
$3.51M
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.1KNew |
$452K - $510K
|
12.1K
$620K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
11.9KNew |
$444K - $502K
|
11.9K
$609K
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
11.9KNew |
$443K - $501K
|
11.9K
$608K
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
11.9K+ 33.03% |
$443K - $500K
|
47.8K
$2.45M
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
11.8KNew |
$438K - $495K
|
11.8K
$601K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.7K+ 2112.86% |
$435K - $491K
|
12.2K
$625K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
11.6K+ 57.9% |
$433K - $489K
|
31.7K
$1.62M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.6K+ 7.52% |
$432K - $489K
|
166K
$8.48M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.5KNew |
$430K - $486K
|
11.5K
$590K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.3K+ 34.16% |
$420K - $475K
|
44.3K
$2.27M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.2K+ 8.45% |
$418K - $472K
|
144K
$7.36M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.9K+ 9.83% |
$406K - $458K
|
122K
$6.21M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.5K+ 6.68% |
$392K - $443K
|
168K
$8.58M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4K+ 5.71% |
$386K - $436K
|
192K
$9.81M
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$385K - $435K
|
10.3K
$529K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.2KNew |
$379K - $428K
|
10.2K
$520K
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
10.1K+ 22.71% |
$376K - $425K
|
54.5K
$2.79M
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$374K - $423K
|
10K
$513K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10K+ 1.37% |
$373K - $422K
|
741K
$37.9M
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
9.85K+ 8.27% |
$367K - $415K
|
129K
$6.6M
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.7K+ 2.48% |
$361K - $409K
|
401K
$20.5M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.68K+ 144.59% |
$361K - $408K
|
16.4K
$837K
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
9.5K+ 1.31% |
$354K - $400K
|
734K
$37.6M
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
9.42KNew |
$351K - $397K
|
9.42K
$482K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.07K+ 5.11% |
$338K - $382K
|
187K
$9.54M
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
8.94KNew |
$333K - $377K
|
8.94K
$457K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.93KNew |
$333K - $376K
|
8.93K
$456K
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.85K+ 103.55% |
$330K - $373K
|
17.4K
$890K
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
8.82K+ 37.54% |
$329K - $371K
|
32.3K
$1.65M
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
8.81K+ 42.84% |
$328K - $371K
|
29.4K
$1.5M
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
8.76KNew |
$326K - $369K
|
8.76K
$448K
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.75K+ 6.04% |
$326K - $369K
|
154K
$7.85M
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.73KNew |
$326K - $368K
|
8.73K
$447K
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.6K+ 4.05% |
$320K - $362K
|
221K
$11.3M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.54K+ 10.93% |
$318K - $360K
|
86.7K
$4.43M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.54K+ 107.12% |
$318K - $360K
|
16.5K
$844K
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
8.52KNew |
$318K - $359K
|
8.52K
$436K
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.47KNew |
$316K - $357K
|
8.47K
$433K
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8.46KNew |
$315K - $356K
|
8.46K
$432K
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.38KNew |
$312K - $353K
|
8.38K
$428K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
8.35K+ 5.95% |
$311K - $352K
|
149K
$7.61M
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.3K+ 23.07% |
$309K - $350K
|
44.3K
$2.26M
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
8.21K+ 90.47% |
$306K - $346K
|
17.3K
$884K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.16KNew |
$304K - $343K
|
8.16K
$417K
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$300K - $339K
|
8.05K
$411K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
7.99K+ 11.67% |
$298K - $337K
|
76.5K
$3.91M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7.7K+ 10.63% |
$287K - $324K
|
80.2K
$4.1M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.63K+ 1.14% |
$284K - $321K
|
678K
$34.7M
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.62K+ 9771.79% |
$284K - $321K
|
7.7K
$394K
|