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 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.29K+ 40.77% |
$135K - $145K
|
14.8K
$726K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
4.28K+ 9.06% |
$135K - $144K
|
51.4K
$2.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.23K+ 49.94% |
$134K - $143K
|
12.7K
$623K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.09K+ 46.56% |
$129K - $138K
|
12.9K
$631K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3.96K+ 11.91% |
$125K - $134K
|
37.2K
$1.82M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.94K+ 12.68% |
$124K - $133K
|
35K
$1.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.86K+ 7.39% |
$122K - $130K
|
56.1K
$2.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.81K+ 9.1% |
$120K - $128K
|
45.7K
$2.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.71K+ 6.85% |
$117K - $125K
|
57.9K
$2.83M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.71K+ 14.4% |
$117K - $125K
|
29.5K
$1.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.71K+ 24.58% |
$117K - $125K
|
18.8K
$921K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.68K+ 247.84% |
$116K - $124K
|
5.16K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.54K+ 304.74% |
$112K - $119K
|
4.7K
$230K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.53K+ 4.1% |
$111K - $119K
|
89.4K
$4.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
3.41K+ 1.48% |
$108K - $115K
|
235K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.4K+ 14.66% |
$107K - $115K
|
26.6K
$1.3M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.4K+ 14.66% |
$107K - $115K
|
26.6K
$1.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
3.34K+ 84.1% |
$106K - $113K
|
7.32K
$359K
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.19K+ 8.43% |
$101K - $108K
|
41K
$2.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.17K+ 33.11% |
$100K - $107K
|
12.7K
$625K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.11K+ 42.28% |
$98K - $105K
|
10.5K
$512K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.07K+ 2.59% |
$97K - $104K
|
122K
$5.97M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.07K+ 0.67% |
$96.9K - $103K
|
463K
$22.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.04K+ 2.59% |
$95.8K - $102K
|
120K
$5.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
3.03K+ 7.34% |
$95.6K - $102K
|
44.3K
$2.17M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3K+ 1.24% |
$94.5K - $101K
|
244K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.98KNew |
$94K - $100K
|
2.98K
$146K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
2.97K+ 1.29% |
$93.6K - $100K
|
233K
$11.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.96K+ 7.43% |
$93.4K - $99.7K
|
42.8K
$2.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
2.95K+ 6.29% |
$93.1K - $99.5K
|
49.9K
$2.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.87K+ 7.33% |
$90.4K - $96.6K
|
42K
$2.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 0.57% |
$89.3K - $95.5K
|
496K
$24.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.83K+ 17.92% |
$89.3K - $95.4K
|
18.6K
$912K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.8K+ 25.72% |
$88.3K - $94.4K
|
13.7K
$670K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.78K+ 3.13% |
$87.7K - $93.7K
|
91.5K
$4.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.74K+ 9.84% |
$86.4K - $92.3K
|
30.6K
$1.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.6KNew |
$81.9K - $87.5K
|
2.6K
$127K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.57K+ 4.17% |
$80.9K - $86.5K
|
64.1K
$3.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.56K+ 4.68% |
$80.8K - $86.3K
|
57.3K
$2.81M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.53K+ 1211.48% |
$79.9K - $85.4K
|
2.74K
$134K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.53K+ 46.96% |
$79.8K - $85.3K
|
7.92K
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2.5K+ 2.43% |
$78.7K - $84.1K
|
105K
$5.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.48K+ 2.33% |
$78.2K - $83.6K
|
109K
$5.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.45K+ 2.7% |
$77.2K - $82.5K
|
93.1K
$4.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.42K+ 11.27% |
$76.5K - $81.7K
|
23.9K
$1.17M
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
2.32K+ 5.63% |
$73.2K - $78.2K
|
43.5K
$2.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.31K+ 13.28% |
$72.8K - $77.8K
|
19.7K
$964K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
2.29K+ 5.34% |
$72.2K - $77.2K
|
45.2K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.24K+ 21.52% |
$70.7K - $75.6K
|
12.7K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.2K+ 5.37% |
$69.4K - $74.1K
|
43.1K
$2.11M
|