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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.68K- 7.19% |
$148K - $158K
|
60.4K
$2.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.7K- 31.97% |
$148K - $158K
|
10K
$490K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.81K- 24.93% |
$152K - $162K
|
14.5K
$709K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.96K- 51.36% |
$157K - $167K
|
4.7K
$230K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.97K- 20.85% |
$157K - $168K
|
18.9K
$924K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.98K- 16.79% |
$157K - $168K
|
24.7K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.05K- 11.08% |
$159K - $170K
|
40.5K
$1.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-5.07K- 39.34% |
$160K - $171K
|
7.82K
$383K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-5.1K- 10.66% |
$161K - $172K
|
42.8K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.11K- 21.11% |
$161K - $172K
|
19.1K
$935K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.14K- 6.54% |
$162K - $173K
|
73.5K
$3.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.17K- 2.08% |
$163K - $174K
|
243K
$11.9M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-5.18K- 6.72% |
$163K - $174K
|
71.8K
$3.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.25K- 6.75% |
$166K - $177K
|
72.5K
$3.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.34K- 14.38% |
$168K - $180K
|
31.8K
$1.56M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-5.48K- 22.79% |
$173K - $185K
|
18.5K
$909K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.5K- 67.36% |
$173K - $185K
|
2.67K
$131K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.56K- 16.36% |
$176K - $188K
|
28.4K
$1.39M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.57K- 15.01% |
$176K - $188K
|
31.6K
$1.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.68K- 6.18% |
$179K - $191K
|
86.2K
$4.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.76K- 38.37% |
$182K - $194K
|
9.25K
$453K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-5.83K- 23.45% |
$184K - $196K
|
19K
$932K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-5.88K- 22.42% |
$185K - $198K
|
20.3K
$996K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.92K- 7.88% |
$187K - $199K
|
69.2K
$3.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5.95K- 5.41% |
$188K - $201K
|
104K
$5.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.05K- 9.73% |
$191K - $204K
|
56.2K
$2.75M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.11K- 19.79% |
$193K - $206K
|
24.8K
$1.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-6.34K- 4.95% |
$200K - $214K
|
122K
$5.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
SELL
|
- |
-6.35K- 22.12% |
$200K - $214K
|
22.4K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.37K- 14.79% |
$201K - $215K
|
36.7K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.46K- 5.73% |
$204K - $218K
|
106K
$5.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.52K- 6.17% |
$206K - $220K
|
99.2K
$4.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.55K- 15.44% |
$207K - $221K
|
35.9K
$1.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-6.6K- 0.36% |
$208K - $222K
|
1.84M
$90M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-6.71K- 4.7% |
$212K - $226K
|
136K
$6.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.79K- 50.49% |
$214K - $229K
|
6.66K
$326K
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-6.91K- 9.26% |
$218K - $233K
|
67.7K
$3.31M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-6.94K- 25.42% |
$219K - $234K
|
20.4K
$998K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.01K- 23.49% |
$221K - $236K
|
22.8K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-7.09K- 31.35% |
$224K - $239K
|
15.5K
$761K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-7.2K- 20.33% |
$227K - $243K
|
28.2K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.22K- 17.76% |
$228K - $243K
|
33.4K
$1.64M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.22K- 3.99% |
$228K - $243K
|
174K
$8.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7.24K- 41.72% |
$228K - $244K
|
10.1K
$495K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7.26K- 41.45% |
$229K - $245K
|
10.3K
$502K
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7.31K- 39.16% |
$230K - $246K
|
11.3K
$556K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-7.34K- 7.62% |
$231K - $247K
|
89K
$4.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-7.51K- 10.99% |
$237K - $253K
|
60.8K
$2.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7.56K- 52.53% |
$238K - $255K
|
6.83K
$334K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.56K- 11.26% |
$238K - $255K
|
59.5K
$2.92M
|