Purchases and Sales Made in Q2 2023 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-73- 0.96% |
$2.3K - $2.46K
|
7.51K
$368K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-75- 0.18% |
$2.37K - $2.53K
|
41.4K
$2.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-75- 7.46% |
$2.37K - $2.53K
|
931
$45.6K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-76- 1.11% |
$2.4K - $2.56K
|
6.76K
$331K
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-89- 0.03% |
$2.81K - $3K
|
273K
$13.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-91- 0.22% |
$2.87K - $3.07K
|
41K
$2.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-99- 0.78% |
$3.12K - $3.34K
|
12.6K
$617K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 33.33% |
$3.16K - $3.37K
|
200
$9.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-100- 2.44% |
$3.16K - $3.37K
|
4K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-100- 0.37% |
$3.16K - $3.37K
|
27.2K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-101- 4.79% |
$3.19K - $3.4K
|
2.01K
$98.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-103- 0.36% |
$3.25K - $3.47K
|
28.3K
$1.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-120- 4.17% |
$3.79K - $4.05K
|
2.76K
$135K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-121- 1.26% |
$3.82K - $4.08K
|
9.48K
$464K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-127- 0.13% |
$4.01K - $4.28K
|
95.2K
$4.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-133- 1.61% |
$4.2K - $4.48K
|
8.12K
$398K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-133- 0.75% |
$4.2K - $4.48K
|
17.6K
$862K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-141- 0.8% |
$4.45K - $4.75K
|
17.5K
$856K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-142- 0.33% |
$4.48K - $4.79K
|
42.5K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-144- 13.16% |
$4.54K - $4.85K
|
950
$46.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-148- 1.24% |
$4.67K - $4.99K
|
11.8K
$578K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-150- 1.08% |
$4.73K - $5.06K
|
13.8K
$676K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-150- 1.31% |
$4.73K - $5.06K
|
11.3K
$552K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-154- 1.53% |
$4.86K - $5.19K
|
9.94K
$487K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-154- 1.53% |
$4.86K - $5.19K
|
9.94K
$487K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-173- 95.05% |
$5.46K - $5.83K
|
9
$441
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-175- 1.03% |
$5.52K - $5.9K
|
16.8K
$821K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-176- 0.96% |
$5.55K - $5.93K
|
18.2K
$891K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-179- 2.06% |
$5.65K - $6.03K
|
8.53K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-184- 1.13% |
$5.81K - $6.2K
|
16K
$785K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-190Closed |
$5.99K - $6.4K
|
0
$0
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-191- 1.68% |
$6.03K - $6.44K
|
11.1K
$546K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-197- 1.41% |
$6.22K - $6.64K
|
13.8K
$676K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-198- 2.98% |
$6.25K - $6.67K
|
6.45K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-199- 0.79% |
$6.28K - $6.71K
|
25K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-200- 1.6% |
$6.31K - $6.74K
|
12.3K
$601K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-213- 1.14% |
$6.72K - $7.18K
|
18.5K
$908K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-218- 2.21% |
$6.88K - $7.35K
|
9.65K
$473K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-220- 2.57% |
$6.94K - $7.42K
|
8.34K
$409K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-221- 1.72% |
$6.97K - $7.45K
|
12.7K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-226- 0.35% |
$7.13K - $7.62K
|
64.3K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-239- 52.53% |
$7.54K - $8.06K
|
216
$10.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-240- 1.55% |
$7.57K - $8.09K
|
15.2K
$746K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-241- 1.12% |
$7.6K - $8.12K
|
21.2K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-247- 1.56% |
$7.79K - $8.33K
|
15.6K
$765K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-268- 0.61% |
$8.46K - $9.03K
|
44K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-276- 2.27% |
$8.71K - $9.3K
|
11.9K
$583K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-285- 7.23% |
$8.99K - $9.61K
|
3.66K
$179K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-288- 0.18% |
$9.09K - $9.71K
|
156K
$7.65M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-300- 21.9% |
$9.47K - $10.1K
|
1.07K
$52.4K
|