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 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.9KNew |
$376K - $402K
|
11.9K
$584K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
11.9KNew |
$376K - $402K
|
11.9K
$584K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
11.9KNew |
$376K - $402K
|
11.9K
$584K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
11.8K+ 61.0% |
$373K - $398K
|
31.2K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.7K+ 5.77% |
$369K - $395K
|
215K
$10.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
11.6K+ 3.02% |
$367K - $392K
|
397K
$19.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.5KNew |
$362K - $387K
|
11.5K
$562K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.4K+ 18.51% |
$359K - $384K
|
72.9K
$3.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
11.4K+ 31.64% |
$359K - $383K
|
47.3K
$2.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
11.3K+ 1.65% |
$356K - $381K
|
697K
$34.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$351K - $376K
|
11.1K
$546K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$351K - $376K
|
11.1K
$546K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10.9K+ 19.08% |
$345K - $369K
|
68.3K
$3.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
10.8K+ 47.32% |
$340K - $364K
|
33.6K
$1.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.7KNew |
$337K - $360K
|
10.7K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
10.6K+ 3.17% |
$334K - $357K
|
345K
$16.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
10.5K+ 7.2% |
$332K - $354K
|
156K
$7.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
10.5K+ 5.9% |
$331K - $354K
|
188K
$9.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.4KNew |
$327K - $350K
|
10.4K
$509K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
10.4KNew |
$327K - $350K
|
10.4K
$508K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
10.4K+ 14.47% |
$327K - $349K
|
81.9K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2K+ 18.51% |
$322K - $344K
|
65.2K
$3.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
10.2KNew |
$321K - $343K
|
10.2K
$498K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
9.73K+ 0.15% |
$307K - $328K
|
6.69M
$328M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
9.61K+ 7.95% |
$303K - $324K
|
131K
$6.39M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.49KNew |
$299K - $320K
|
9.49K
$465K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.13KNew |
$288K - $308K
|
9.13K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.05K+ 5.62% |
$286K - $305K
|
170K
$8.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.9K+ 1.22% |
$281K - $300K
|
736K
$36.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.85K+ 18.22% |
$279K - $298K
|
57.4K
$2.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.73K+ 127.47% |
$276K - $294K
|
15.6K
$763K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.68KNew |
$274K - $292K
|
8.68K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.58KNew |
$271K - $289K
|
8.58K
$420K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
8.22K+ 1.79% |
$259K - $277K
|
466K
$22.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.16K+ 20.41% |
$257K - $275K
|
48.1K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8KNew |
$252K - $270K
|
8K
$392K
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
7.96K+ 16.62% |
$251K - $268K
|
55.8K
$2.73M
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
7.89KNew |
$249K - $266K
|
7.89K
$386K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.85K+ 101.25% |
$248K - $265K
|
15.6K
$764K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.81K+ 4.91% |
$246K - $263K
|
167K
$8.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.61KNew |
$240K - $256K
|
7.61K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.55KNew |
$238K - $254K
|
7.55K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.34K+ 0.87% |
$232K - $247K
|
852K
$41.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
7.3KNew |
$230K - $246K
|
7.3K
$358K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.93KNew |
$219K - $234K
|
6.93K
$340K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
6.83K+ 11.71% |
$216K - $230K
|
65.2K
$3.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.8K+ 2.08% |
$215K - $229K
|
334K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
6.78KNew |
$214K - $229K
|
6.78K
$332K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.78K+ 6.47% |
$214K - $228K
|
112K
$5.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.77KNew |
$214K - $228K
|
6.77K
$332K
|