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 04, 2023
Q2 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
35.3K+ 1.71% |
$1.12M - $1.19M
|
2.1M
$103M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
32.9K+ 32.62% |
$1.04M - $1.11M
|
134K
$6.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
31.9K+ 82.13% |
$1.01M - $1.07M
|
70.7K
$3.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
31.7KNew |
$999K - $1.07M
|
31.7K
$1.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
31KNew |
$978K - $1.05M
|
31K
$1.52M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
30.1KNew |
$948K - $1.01M
|
30.1K
$1.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
30KNew |
$947K - $1.01M
|
30K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
30KNew |
$947K - $1.01M
|
30K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
30KNew |
$947K - $1.01M
|
30K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
29.6KNew |
$934K - $998K
|
29.6K
$1.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
29K+ 4.42% |
$916K - $979K
|
685K
$33.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
28.4K+ 155.53% |
$897K - $959K
|
46.7K
$2.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
25.6K+ 6.71% |
$809K - $864K
|
408K
$20M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
25.2K+ 474.61% |
$794K - $848K
|
30.5K
$1.49M
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
BUY
|
- |
25K+ 10.36% |
$789K - $843K
|
266K
$13M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
24.5K+ 104.56% |
$773K - $826K
|
47.9K
$2.35M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
24.2K+ 2.14% |
$764K - $817K
|
1.16M
$56.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
23.5KNew |
$742K - $793K
|
23.5K
$1.15M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
22.9K+ 10.65% |
$722K - $771K
|
238K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
22.9K+ 511.0% |
$721K - $771K
|
27.3K
$1.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
22.5K+ 15.72% |
$710K - $759K
|
166K
$8.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
22.4KNew |
$708K - $756K
|
22.4K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
21.4K+ 89.68% |
$676K - $722K
|
45.3K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
21.4K+ 25.35% |
$675K - $721K
|
106K
$5.18M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
21.3K+ 3.3% |
$671K - $716K
|
666K
$32.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
BUY
|
- |
20.8KNew |
$656K - $701K
|
20.8K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
19.8KNew |
$625K - $667K
|
19.8K
$970K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
19.4KNew |
$611K - $652K
|
19.4K
$948K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
19.3K+ 50.02% |
$607K - $649K
|
57.7K
$2.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19K+ 3.22% |
$600K - $641K
|
610K
$29.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$588K - $628K
|
18.6K
$913K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
18.6KNew |
$587K - $627K
|
18.6K
$912K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
BUY
|
- |
18.3K+ 32.81% |
$578K - $617K
|
74.1K
$3.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
17.2K+ 11.53% |
$544K - $581K
|
167K
$8.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
17.2K+ 24.42% |
$543K - $580K
|
87.7K
$4.3M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
16.5K+ 29.56% |
$521K - $556K
|
72.3K
$3.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
15.5K+ 159.06% |
$488K - $521K
|
25.2K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
15.1KNew |
$476K - $509K
|
15.1K
$740K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
14.9K+ 13.92% |
$469K - $501K
|
122K
$5.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
14.4KNew |
$455K - $486K
|
14.4K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.9K+ 7.21% |
$437K - $467K
|
206K
$10.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 53.59% |
$434K - $463K
|
39.4K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$428K - $457K
|
13.6K
$665K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
13.1K+ 195.0% |
$412K - $440K
|
19.8K
$968K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
12.8K+ 29.85% |
$404K - $432K
|
55.7K
$2.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$391K - $418K
|
12.4K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
12.4K+ 25.55% |
$391K - $417K
|
60.8K
$2.98M
|
|
|
Aug 11, 2023
Q2 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
12.3KNew |
$387K - $414K
|
12.3K
$601K
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 28.47% |
$386K - $413K
|
55.2K
$2.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
12K+ 191.59% |
$379K - $405K
|
18.3K
$895K
|