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
|
Donald L. Hagan, LLC
|
SELL
|
- |
-26.8K- 42.43% |
$846K - $904K
|
36.4K
$1.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-27K- 38.87% |
$851K - $909K
|
42.4K
$2.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-27.2K- 24.71% |
$857K - $916K
|
82.7K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-27.6K- 67.81% |
$871K - $931K
|
13.1K
$642K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-28.2K- 27.89% |
$891K - $952K
|
73K
$3.57M
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-28.6K- 12.5% |
$901K - $963K
|
200K
$9.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-30.1K- 68.47% |
$950K - $1.01M
|
13.9K
$679K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-30.3K- 81.19% |
$956K - $1.02M
|
7.02K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-32K- 5.81% |
$1.01M - $1.08M
|
519K
$25.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-32.7K- 60.92% |
$1.03M - $1.1M
|
21K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-33.4K- 44.47% |
$1.05M - $1.13M
|
41.7K
$2.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.4K- 10.05% |
$1.09M - $1.16M
|
308K
$15.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-35.8K- 2.12% |
$1.13M - $1.21M
|
1.65M
$80.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-35.9K- 18.21% |
$1.13M - $1.21M
|
161K
$7.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-36K- 5.59% |
$1.14M - $1.21M
|
609K
$29.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-37K- 61.67% |
$1.17M - $1.25M
|
23K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-37.1K- 28.32% |
$1.17M - $1.25M
|
93.9K
$4.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-37.8K- 20.51% |
$1.19M - $1.27M
|
147K
$7.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-38.5K- 11.44% |
$1.22M - $1.3M
|
298K
$14.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39.7K- 24.0% |
$1.25M - $1.34M
|
126K
$6.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-40.2K- 21.77% |
$1.27M - $1.35M
|
144K
$7.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-40.2K- 16.21% |
$1.27M - $1.36M
|
208K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-40.4K- 6.5% |
$1.27M - $1.36M
|
581K
$28.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-40.9K- 55.94% |
$1.29M - $1.38M
|
32.2K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-42K- 28.52% |
$1.33M - $1.42M
|
105K
$5.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-42.3K- 37.34% |
$1.34M - $1.43M
|
71.1K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-43.3K- 55.57% |
$1.37M - $1.46M
|
34.6K
$1.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-43.5K- 39.08% |
$1.37M - $1.47M
|
67.9K
$3.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-43.7K- 62.2% |
$1.38M - $1.47M
|
26.6K
$1.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-43.7K- 1.36% |
$1.38M - $1.47M
|
3.18M
$156M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-45.5K- 42.65% |
$1.44M - $1.53M
|
61.2K
$3M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-45.7K- 16.54% |
$1.44M - $1.54M
|
231K
$11.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-46.9K- 0.7% |
$1.48M - $1.58M
|
6.68M
$327M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-49.3K- 17.43% |
$1.56M - $1.66M
|
234K
$11.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-49.5K- 21.73% |
$1.56M - $1.67M
|
178K
$8.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-50.9K- 94.44% |
$1.61M - $1.72M
|
3K
$147K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-51.1K- 33.5% |
$1.61M - $1.72M
|
101K
$4.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-53K- 77.94% |
$1.67M - $1.79M
|
15K
$735K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-53.6K- 20.54% |
$1.69M - $1.81M
|
207K
$10.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-55.9K- 59.02% |
$1.76M - $1.88M
|
38.8K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-59.2K- 6.24% |
$1.87M - $2M
|
890K
$43.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-59.9K- 62.55% |
$1.89M - $2.02M
|
35.9K
$1.76M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-60.3K- 94.05% |
$1.9M - $2.03M
|
3.81K
$187K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-62.4K- 67.18% |
$1.97M - $2.1M
|
30.5K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62.8K- 54.07% |
$1.98M - $2.12M
|
53.4K
$2.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-64.2K- 3.27% |
$2.03M - $2.16M
|
1.9M
$93M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-64.3K- 62.4% |
$2.03M - $2.17M
|
38.8K
$1.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-67.3K- 21.11% |
$2.12M - $2.27M
|
251K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-70.1K- 88.96% |
$2.21M - $2.36M
|
8.7K
$426K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.1K- 3.25% |
$2.21M - $2.36M
|
2.08M
$102M
|