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 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-300- 2.73% |
$9.47K - $10.1K
|
10.7K
$524K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-300- 1.26% |
$9.47K - $10.1K
|
23.5K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-301- 0.27% |
$9.5K - $10.1K
|
110K
$5.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-305- 1.15% |
$9.62K - $10.3K
|
26.2K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-305- 64.21% |
$9.62K - $10.3K
|
170
$8.33K
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-305- 2.96% |
$9.62K - $10.3K
|
9.99K
$490K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-309- 2.31% |
$9.75K - $10.4K
|
13.1K
$641K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-310- 53.26% |
$9.78K - $10.5K
|
272
$13.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-316- 0.31% |
$9.97K - $10.7K
|
101K
$4.96M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-324- 18.31% |
$10.2K - $10.9K
|
1.45K
$70.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-325- 3.69% |
$10.3K - $11K
|
8.48K
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-328- 0.56% |
$10.3K - $11.1K
|
58.3K
$2.86M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-333- 0.76% |
$10.5K - $11.2K
|
43.7K
$2.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-344- 5.27% |
$10.9K - $11.6K
|
6.19K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-349- 17.48% |
$11K - $11.8K
|
1.65K
$80.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-350- 12.46% |
$11K - $11.8K
|
2.46K
$121K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-358- 2.86% |
$11.3K - $12.1K
|
12.2K
$595K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-359- 1.57% |
$11.3K - $12.1K
|
22.4K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-361- 2.48% |
$11.4K - $12.2K
|
14.2K
$696K
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-367- 73.4% |
$11.6K - $12.4K
|
133
$6.52K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-370- 1.84% |
$11.7K - $12.5K
|
19.7K
$965K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-372- 4.27% |
$11.7K - $12.5K
|
8.34K
$408K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-384- 1.13% |
$12.1K - $12.9K
|
33.5K
$1.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-387- 0.67% |
$12.2K - $13K
|
57.6K
$2.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-387- 11.57% |
$12.2K - $13K
|
2.96K
$145K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-388- 1.49% |
$12.2K - $13.1K
|
25.6K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-400- 3.5% |
$12.6K - $13.5K
|
11K
$540K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-405- 0.95% |
$12.8K - $13.7K
|
42.1K
$2.06M
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-411- 2.9% |
$13K - $13.9K
|
13.8K
$674K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-412- 5.95% |
$13K - $13.9K
|
6.52K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-412- 2.21% |
$13K - $13.9K
|
18.3K
$894K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-415- 29.31% |
$13.1K - $14K
|
1K
$49K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-420- 5.89% |
$13.3K - $14.2K
|
6.71K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-421- 5.13% |
$13.3K - $14.2K
|
7.78K
$381K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-430- 5.93% |
$13.6K - $14.5K
|
6.83K
$334K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-432- 1.26% |
$13.6K - $14.6K
|
33.7K
$1.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-433- 59.07% |
$13.7K - $14.6K
|
300
$14.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-438- 26.87% |
$13.8K - $14.8K
|
1.19K
$58.4K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-443- 4.18% |
$14K - $14.9K
|
10.1K
$497K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-451- 0.9% |
$14.2K - $15.2K
|
49.8K
$2.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-451- 0.93% |
$14.2K - $15.2K
|
48.1K
$2.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-452- 4.82% |
$14.3K - $15.2K
|
8.93K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-455- 79.13% |
$14.4K - $15.3K
|
120
$5.88K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-460- 1.49% |
$14.5K - $15.5K
|
30.5K
$1.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-461- 2.97% |
$14.5K - $15.5K
|
15.1K
$737K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-463- 2.16% |
$14.6K - $15.6K
|
21K
$1.03M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-470- 42.38% |
$14.8K - $15.8K
|
639
$31.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-471- 0.29% |
$14.9K - $15.9K
|
161K
$7.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-475- 5.68% |
$15K - $16K
|
7.88K
$386K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-479- 2.45% |
$15.1K - $16.1K
|
19.1K
$935K
|