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 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.98K- 12.43% |
$62.4K - $66.6K
|
13.9K
$682K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.02K- 16.54% |
$63.8K - $68.1K
|
10.2K
$500K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.07K- 1.17% |
$65.2K - $69.6K
|
175K
$8.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.09K- 17.73% |
$66K - $70.5K
|
9.7K
$475K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.1K- 14.49% |
$66.2K - $70.7K
|
12.4K
$606K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.12KClosed |
$66.9K - $71.5K
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.14K- 5.35% |
$67.5K - $72.1K
|
37.9K
$1.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.14K- 20.81% |
$67.6K - $72.2K
|
8.15K
$399K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.2K- 8.28% |
$69.3K - $74K
|
24.3K
$1.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.2K- 11.44% |
$69.3K - $74.1K
|
17K
$833K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-2.24K- 14.46% |
$70.7K - $75.5K
|
13.3K
$649K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.33K- 22.14% |
$73.4K - $78.4K
|
8.18K
$401K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.36K- 19.65% |
$74.4K - $79.5K
|
9.64K
$472K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.37K- 22.25% |
$74.8K - $80K
|
8.29K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.37K- 1.59% |
$74.9K - $80K
|
147K
$7.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-2.38K- 16.22% |
$75.1K - $80.2K
|
12.3K
$602K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.38K- 24.97% |
$75.1K - $80.3K
|
7.15K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.39K- 12.17% |
$75.3K - $80.5K
|
17.2K
$844K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-2.4K- 2.77% |
$75.6K - $80.8K
|
84.2K
$4.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-2.42K- 3.74% |
$76.2K - $81.4K
|
62.1K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.43K- 7.41% |
$76.5K - $81.7K
|
30.3K
$1.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.49K- 18.52% |
$78.6K - $84K
|
11K
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.51K- 3.04% |
$79.2K - $84.6K
|
80.1K
$3.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.52K- 10.33% |
$79.4K - $84.8K
|
21.9K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.56K- 6.19% |
$80.7K - $86.2K
|
38.8K
$1.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.57K- 1.96% |
$81.1K - $86.6K
|
128K
$6.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.6K- 6.94% |
$82K - $87.6K
|
34.9K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-2.67K- 10.82% |
$84.3K - $90K
|
22K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.69K- 11.77% |
$84.8K - $90.6K
|
20.2K
$987K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.71K- 4.32% |
$85.5K - $91.4K
|
60K
$2.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.71K- 19.87% |
$85.5K - $91.4K
|
10.9K
$535K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.71K- 22.46% |
$85.5K - $91.4K
|
9.36K
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.72K- 4.59% |
$85.8K - $91.6K
|
56.4K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.72K- 73.68% |
$85.9K - $91.8K
|
973
$47.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.73K- 7.06% |
$86.1K - $92K
|
35.9K
$1.76M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.73K- 22.9% |
$86.1K - $92K
|
9.19K
$450K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.73K- 7.94% |
$86.2K - $92.1K
|
31.7K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.74K- 7.11% |
$86.5K - $92.5K
|
35.8K
$1.76M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.77K- 11.59% |
$87.2K - $93.2K
|
21.1K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.82K- 8.04% |
$88.8K - $94.9K
|
32.2K
$1.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.82K- 25.7% |
$88.9K - $95K
|
8.15K
$399K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.86K- 3.24% |
$90.3K - $96.4K
|
85.4K
$4.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.86K- 28.17% |
$90.3K - $96.5K
|
7.3K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.86K- 96.14% |
$90.3K - $96.5K
|
115
$5.63K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.87K- 30.44% |
$90.5K - $96.7K
|
6.56K
$321K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.89K- 45.22% |
$91.2K - $97.4K
|
3.5K
$172K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-2.89K- 45.22% |
$91.2K - $97.4K
|
3.5K
$172K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-2.92K- 9.1% |
$92.2K - $98.5K
|
29.2K
$1.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 8.94% |
$93.1K - $99.5K
|
30.1K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.96K- 8.56% |
$93.2K - $99.6K
|
31.6K
$1.55M
|