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 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
2.57K+ 5.33% |
$105K - $118K
|
50.8K
$2.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.57K+ 2.31% |
$105K - $118K
|
114K
$5.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
2.52K+ 6.6% |
$103K - $115K
|
40.7K
$2.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.32K+ 4.73% |
$94.8K - $106K
|
51.4K
$2.66M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.3K+ 6.4% |
$94.1K - $105K
|
38.3K
$1.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.3K+ 114.26% |
$93.9K - $105K
|
4.31K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.27K+ 0.72% |
$92.5K - $104K
|
316K
$16.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.24K+ 7.32% |
$91.5K - $102K
|
32.8K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
2.2K+ 22.1% |
$89.7K - $100K
|
12.1K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.2K+ 0.99% |
$89.6K - $100K
|
224K
$11.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.15K+ 3.34% |
$87.6K - $98.1K
|
66.4K
$3.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
2.09K+ 3.46% |
$85.2K - $95.5K
|
62.5K
$3.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.06K+ 8.79% |
$84K - $94.1K
|
25.5K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.05K+ 1.4% |
$83.7K - $93.7K
|
148K
$7.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.04K+ 5.32% |
$83.1K - $93.1K
|
40.3K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2K+ 22.67% |
$81.7K - $91.5K
|
10.8K
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2KNew |
$81.7K - $91.5K
|
2K
$104K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.97K+ 7.2% |
$80.6K - $90.2K
|
29.4K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.96K+ 5.57% |
$80K - $89.7K
|
37.1K
$1.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.94K+ 2.07% |
$79.2K - $88.7K
|
95.5K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.91K+ 12.76% |
$77.9K - $87.3K
|
16.9K
$874K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.91KNew |
$77.8K - $87.1K
|
1.91K
$98.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.9K+ 3.52% |
$77.6K - $87K
|
55.9K
$2.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.88K+ 2.8% |
$76.7K - $85.9K
|
69K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.85K+ 8.07% |
$75.5K - $84.6K
|
24.8K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.85K+ 5.13% |
$75.5K - $84.5K
|
37.9K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.84K+ 13.64% |
$75.1K - $84.2K
|
15.3K
$794K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.84K+ 7.5% |
$75.1K - $84.1K
|
26.4K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.8K+ 35.06% |
$73.6K - $82.5K
|
6.95K
$360K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 8.06% |
$71.3K - $79.9K
|
23.4K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.71KNew |
$69.9K - $78.3K
|
1.71K
$88.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.7K+ 24.65% |
$69.4K - $77.8K
|
8.6K
$445K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 0.19% |
$68.1K - $76.2K
|
888K
$46M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.66K+ 3.54% |
$67.8K - $76K
|
48.6K
$2.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.63K+ 1.49% |
$66.7K - $74.6K
|
111K
$5.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.62K+ 4.04% |
$66.2K - $74.2K
|
41.8K
$2.17M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.62K+ 7.02% |
$66K - $74K
|
24.6K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.59K+ 2.48% |
$64.7K - $72.5K
|
65.4K
$3.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.52KNew |
$62K - $69.4K
|
1.52K
$78.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.51K+ 188.14% |
$61.5K - $68.9K
|
2.31K
$120K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
1.5K+ 0.93% |
$61.1K - $68.4K
|
163K
$8.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.5K+ 10.44% |
$61.1K - $68.4K
|
15.8K
$819K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.47KNew |
$60K - $67.2K
|
1.47K
$76.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.45K+ 14.49% |
$59K - $66.1K
|
11.4K
$592K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.44K+ 1.73% |
$59K - $66K
|
84.8K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.44K+ 28.48% |
$58.7K - $65.7K
|
6.48K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.43K+ 1.63% |
$58.4K - $65.5K
|
89.4K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.42K+ 1.08% |
$58K - $65K
|
133K
$6.9M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.42K+ 4.87% |
$58K - $64.9K
|
30.5K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.4K+ 5.07% |
$57.3K - $64.2K
|
29.1K
$1.51M
|