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 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-18.6K- 12.59% |
$760K - $851K
|
129K
$6.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-19.5K- 46.62% |
$796K - $891K
|
22.3K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-20K- 8.7% |
$816K - $914K
|
210K
$10M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.9K- 34.04% |
$852K - $954K
|
40.4K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-21.2K- 12.41% |
$864K - $968K
|
149K
$7.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-21.5K- 17.95% |
$879K - $985K
|
98.4K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21.7K- 3.02% |
$887K - $993K
|
697K
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-22.5K- 26.86% |
$920K - $1.03M
|
61.4K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-23K- 23.62% |
$938K - $1.05M
|
74.3K
$3.54M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-23.2K- 64.52% |
$949K - $1.06M
|
12.8K
$609K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-23.2K- 39.95% |
$949K - $1.06M
|
34.9K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-23.3K- 6.71% |
$953K - $1.07M
|
324K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-23.3K- 15.17% |
$953K - $1.07M
|
131K
$6.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-23.7K- 19.59% |
$966K - $1.08M
|
97.1K
$4.63M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-23.9KClosed |
$977K - $1.09M
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-23.9K- 45.42% |
$978K - $1.09M
|
28.8K
$1.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-24.8K- 14.59% |
$1.01M - $1.13M
|
145K
$6.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-25K- 21.43% |
$1.02M - $1.14M
|
91.7K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-25.1K- 3.72% |
$1.03M - $1.15M
|
651K
$31M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25.8K- 9.13% |
$1.05M - $1.18M
|
257K
$12.2M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-26.2K- 48.54% |
$1.07M - $1.2M
|
27.8K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-26.4K- 37.93% |
$1.08M - $1.21M
|
43.2K
$2.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-27.3K- 7.93% |
$1.11M - $1.25M
|
317K
$15.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27.8K- 18.03% |
$1.13M - $1.27M
|
126K
$6.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-28K- 9.57% |
$1.14M - $1.28M
|
264K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-29.4K- 1.0% |
$1.2M - $1.35M
|
2.91M
$139M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-29.7K- 7.93% |
$1.21M - $1.36M
|
345K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-30.1K- 20.75% |
$1.23M - $1.37M
|
115K
$5.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-31.1K- 60.48% |
$1.27M - $1.42M
|
20.3K
$968K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-31.4K- 97.84% |
$1.28M - $1.44M
|
693
$33K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-31.9K- 90.03% |
$1.3M - $1.46M
|
3.53K
$168K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-32.5K- 34.69% |
$1.33M - $1.49M
|
61.2K
$2.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-35.1K- 58.52% |
$1.43M - $1.61M
|
24.9K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.7K- 35.36% |
$1.46M - $1.64M
|
65.4K
$3.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-35.9K- 4.71% |
$1.46M - $1.64M
|
725K
$34.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-36.1K- 20.63% |
$1.47M - $1.65M
|
139K
$6.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-36.5K- 14.91% |
$1.49M - $1.67M
|
209K
$9.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-36.6K- 17.4% |
$1.5M - $1.68M
|
174K
$8.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-39.1K- 2.91% |
$1.6M - $1.79M
|
1.31M
$62.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41.4K- 8.64% |
$1.69M - $1.89M
|
438K
$20.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-42.7K- 48.57% |
$1.74M - $1.95M
|
45.2K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-43.6K- 18.94% |
$1.78M - $1.99M
|
187K
$8.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.5K- 7.51% |
$1.86M - $2.08M
|
561K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-49.4K- 84.67% |
$2.02M - $2.26M
|
8.96K
$427K
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-49.7K- 99.91% |
$2.03M - $2.27M
|
47
$2.24K
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-51.2K- 8.7% |
$2.09M - $2.34M
|
538K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-53.4KClosed |
$2.18M - $2.44M
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-55K- 49.69% |
$2.25M - $2.52M
|
55.7K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-55.4K- 24.7% |
$2.26M - $2.53M
|
169K
$8.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-59K- 52.27% |
$2.41M - $2.7M
|
53.9K
$2.57M
|