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 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
6.76K+ 23.37% |
$213K - $228K
|
35.7K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6.61KNew |
$208K - $223K
|
6.61K
$324K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6.56K+ 20.09% |
$207K - $221K
|
39.2K
$1.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.52K+ 11.41% |
$206K - $220K
|
63.7K
$3.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.46K+ 9.01% |
$204K - $218K
|
78.2K
$3.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.4KNew |
$202K - $216K
|
6.4K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
6.38KNew |
$201K - $215K
|
6.38K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.35K+ 208.54% |
$200K - $214K
|
9.4K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
6.35K+ 24.93% |
$200K - $214K
|
31.8K
$1.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
6.35K+ 8.14% |
$200K - $214K
|
84.3K
$4.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.31KNew |
$199K - $213K
|
6.31K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.26K+ 1.59% |
$197K - $211K
|
400K
$19.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.25KNew |
$197K - $211K
|
6.25K
$306K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.22KNew |
$196K - $210K
|
6.22K
$304K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.21KNew |
$196K - $209K
|
6.21K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
6.21KNew |
$196K - $209K
|
6.21K
$304K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
6.19KNew |
$195K - $209K
|
6.19K
$303K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
6.18KNew |
$195K - $208K
|
6.18K
$303K
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
6.17KNew |
$195K - $208K
|
6.17K
$302K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.15KNew |
$194K - $207K
|
6.15K
$301K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.15KNew |
$194K - $207K
|
6.15K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6.14KNew |
$194K - $207K
|
6.14K
$301K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6.12KNew |
$193K - $206K
|
6.12K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.06KNew |
$191K - $204K
|
6.06K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
6.03KNew |
$190K - $203K
|
6.03K
$295K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.02KNew |
$190K - $203K
|
6.02K
$295K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.02K+ 9.37% |
$190K - $203K
|
70.3K
$3.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
6KNew |
$189K - $202K
|
6K
$294K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6K+ 5.24% |
$189K - $202K
|
120K
$5.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
5.99KNew |
$189K - $202K
|
5.99K
$293K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.95KNew |
$188K - $201K
|
5.95K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.94KNew |
$187K - $200K
|
5.94K
$291K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.84K+ 7.02% |
$184K - $197K
|
88.9K
$4.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
5.7KNew |
$180K - $192K
|
5.7K
$279K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
5.68K+ 17.9% |
$179K - $191K
|
37.4K
$1.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.59K+ 8.84% |
$176K - $188K
|
68.8K
$3.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.29K+ 0.05% |
$167K - $178K
|
10.9M
$534M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
5.23K+ 11.11% |
$165K - $176K
|
52.3K
$2.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.21K+ 19.01% |
$164K - $176K
|
32.6K
$1.6M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
5.2K+ 7.85% |
$164K - $175K
|
71.4K
$3.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.2K+ 13.74% |
$164K - $175K
|
43K
$2.11M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.19K+ 5.76% |
$164K - $175K
|
95.2K
$4.67M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.15K+ 9.58% |
$162K - $174K
|
58.9K
$2.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
5.13K+ 4.78% |
$162K - $173K
|
112K
$5.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
5.08K+ 4.43% |
$160K - $171K
|
120K
$5.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
4.97K+ 3.99% |
$157K - $167K
|
129K
$6.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.9K+ 53.9% |
$154K - $165K
|
14K
$685K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
4.78K+ 14.43% |
$151K - $161K
|
37.9K
$1.86M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.72K+ 2.87% |
$149K - $159K
|
169K
$8.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.34K+ 1.31% |
$137K - $146K
|
336K
$16.4M
|