Purchases and Sales Made in Q2 2023 in Financial Sector Spdr (XLF)

XLF Quotes by TradingView

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 31, 2023 Q2 2023
Estate Counselors, LLC

BUY
 -
2.18K
+ 7.67%
$68.6K - $73.3K
30.5K $1.5M
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
2.16K
+ 19.2%
$68K - $72.7K
13.4K $656K
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

BUY
 -
2.13K
+ 17.97%
$67K - $71.6K
14K $683K
Jul 10, 2023 Q2 2023
Thomasville National Bank

BUY
 -
2.09K
+ 12.55%
$66K - $70.6K
18.8K $919K
Aug 02, 2023 Q2 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
2.08K
+ 1.53%
$65.5K - $70K
138K $6.74M
Aug 07, 2023 Q2 2023
Peddock Capital Advisors, LLC

BUY
 -
2.07K
+ 3.21%
$65.3K - $69.8K
66.5K $3.26M
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
2.01K
New
$63.4K - $67.8K
2.01K $98.5K
Jul 31, 2023 Q2 2023
Hillcrest Wealth Advisors Ny, LLC

BUY
 -
2K
+ 3.11%
$63.1K - $67.4K
66.4K $3.25M
Aug 10, 2023 Q2 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
2K
+ 2.67%
$63.1K - $67.4K
76.9K $3.77M
Jul 13, 2023 Q2 2023
Acropolis Investment Management, LLC

BUY
 -
1.97K
+ 15.64%
$62.2K - $66.4K
14.6K $714K
Jul 19, 2023 Q2 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
1.91K
+ 2.32%
$60.2K - $64.3K
84K $4.12M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.91K
+ 88.36%
$60.1K - $64.3K
4.06K $199K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
1.87K
+ 13.73%
$59K - $63.1K
15.5K $759K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
1.85K
+ 3.19%
$58.2K - $62.2K
59.6K $2.92M
Jul 05, 2023 Q2 2023
Modus Advisors, LLC

BUY
 -
1.82K
+ 1.24%
$57.5K - $61.4K
148K $7.27M
Aug 11, 2023 Q2 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
1.76K
+ 20.08%
$55.4K - $59.2K
10.5K $514K
Aug 07, 2023 Q2 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
1.71K
+ 21.93%
$53.9K - $57.6K
9.5K $466K
Aug 09, 2023 Q2 2023
Arrow Financial Corp

BUY
 -
1.7K
+ 5.25%
$53.7K - $57.3K
34.1K $1.67M
Jul 25, 2023 Q2 2023
Mathes Company, Inc.

BUY
 -
1.7K
+ 21.94%
$53.6K - $57.3K
9.45K $463K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.69K
+ 13.67%
$53.4K - $57.1K
14.1K $689K
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
1.6K
+ 6.15%
$50.5K - $54K
27.6K $1.35M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
1.57K
+ 0.35%
$49.7K - $53.1K
451K $22.1M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.57K
New
$49.5K - $52.9K
1.57K $76.8K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1.56K
New
$49.2K - $52.6K
1.56K $76.4K
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
1.55K
+ 10.18%
$48.7K - $52.1K
16.7K $819K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
1.52K
New
$47.9K - $51.2K
1.52K $74.4K
Aug 10, 2023 Q2 2023
Hollencrest Capital Management

BUY
 -
1.5K
+ 8.08%
$47.3K - $50.6K
20.1K $983K
Aug 14, 2023 Q2 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
1.5K
+ 11.45%
$47.3K - $50.6K
14.6K $715K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.4K
+ 0.86%
$44.3K - $47.3K
165K $8.07M
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
1.4K
New
$44.2K - $47.3K
1.4K $68.7K
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
1.4K
+ 4.81%
$44.1K - $47.1K
30.5K $1.49M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.36K
+ 9.42%
$43K - $46K
15.9K $776K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.32K
+ 7.58%
$41.6K - $44.5K
18.7K $918K
Aug 09, 2023 Q2 2023
Camden Capital, LLC

BUY
 -
1.31K
+ 19.37%
$41.4K - $44.2K
8.08K $396K
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
1.31K
+ 1.09%
$41.2K - $44.1K
121K $5.93M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1.3K
+ 4.3%
$41K - $43.9K
31.5K $1.54M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.3K
+ 3.59%
$41K - $43.8K
37.5K $1.84M
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
1.29K
+ 4.71%
$40.8K - $43.6K
28.8K $1.41M
Aug 08, 2023 Q2 2023
Mader & Shannon Wealth Management, Inc.

BUY
 -
1.29K
+ 1.39%
$40.6K - $43.4K
93.6K $4.59M
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
1.28K
New
$40.4K - $43.1K
1.28K $62.7K
Jul 11, 2023 Q2 2023
Wela Strategies, Inc.

BUY
 -
1.28K
+ 1.04%
$40.4K - $43.1K
125K $6.11M
Jul 20, 2023 Q2 2023
Horizon Financial Services, LLC

BUY
 -
1.26K
+ 6.17%
$39.8K - $42.5K
21.7K $1.06M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1.22K
New
$38.5K - $41.2K
1.22K $59.8K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
1.16K
New
$36.4K - $38.9K
1.16K $56.6K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.14K
+ 1.21%
$36K - $38.5K
95.8K $4.69M
Aug 21, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
1.12K
+ 145.47%
$35.4K - $37.9K
1.9K $92.8K
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
1.11K
+ 1.56%
$35.1K - $37.6K
72.4K $3.55M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
1.09K
+ 3.01%
$34.5K - $36.9K
37.4K $1.83M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.09K
+ 2.07%
$34.4K - $36.8K
53.7K $2.63M

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