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
|
Comerica Securities,Inc.
|
BUY
|
- |
1.06K+ 3.66% |
$33.5K - $35.8K
|
30K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
1K+ 2.32% |
$31.6K - $33.8K
|
44.2K
$2.16M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1K+ 7.7% |
$31.6K - $33.7K
|
14K
$686K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
993+ 1.32% |
$31.3K - $33.5K
|
76K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
990+ 7.35% |
$31.2K - $33.4K
|
14.5K
$708K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
975+ 6.46% |
$30.8K - $32.9K
|
16.1K
$788K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
975+ 6.46% |
$30.8K - $32.9K
|
16.1K
$788K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
961New |
$30.3K - $32.4K
|
961
$47.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
942+ 0.78% |
$29.7K - $31.8K
|
122K
$6M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
937+ 0.88% |
$29.6K - $31.6K
|
107K
$5.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
935+ 0.21% |
$29.5K - $31.5K
|
451K
$22.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
926+ 1.04% |
$29.2K - $31.2K
|
89.8K
$4.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
924+ 8.69% |
$29.2K - $31.1K
|
11.6K
$566K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
885+ 4.46% |
$27.9K - $29.8K
|
20.7K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
885+ 9.94% |
$27.9K - $29.8K
|
9.78K
$479K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
868+ 2.17% |
$27.4K - $29.3K
|
40.8K
$2M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
855New |
$27K - $28.8K
|
855
$41.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
796+ 1.47% |
$25.1K - $26.8K
|
55.1K
$2.7M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
785+ 39.25% |
$24.8K - $26.5K
|
2.79K
$136K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
769New |
$24.3K - $25.9K
|
769
$37.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
767+ 1.77% |
$24.2K - $25.9K
|
44.2K
$2.16M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
761New |
$24K - $25.7K
|
761
$37.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
757+ 3.18% |
$23.9K - $25.5K
|
24.6K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
756+ 11.55% |
$23.9K - $25.5K
|
7.3K
$358K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
752+ 91.15% |
$23.7K - $25.3K
|
1.58K
$77.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
748New |
$23.6K - $25.2K
|
748
$36.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
747+ 1.49% |
$23.6K - $25.2K
|
50.9K
$2.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
747+ 1.12% |
$23.6K - $25.2K
|
67.4K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
745+ 4.62% |
$23.5K - $25.1K
|
16.9K
$827K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
713+ 4.57% |
$22.5K - $24K
|
16.3K
$799K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
695+ 4.22% |
$21.9K - $23.4K
|
17.2K
$841K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
680New |
$21.5K - $22.9K
|
680
$33.3K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
673+ 0.6% |
$21.2K - $22.7K
|
114K
$5.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
663+ 1.05% |
$20.9K - $22.3K
|
64.1K
$3.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
658+ 7.91% |
$20.8K - $22.2K
|
8.97K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
658+ 4.91% |
$20.8K - $22.2K
|
14.1K
$688K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
655+ 1.76% |
$20.7K - $22.1K
|
37.9K
$1.86M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
650+ 2.7% |
$20.5K - $21.9K
|
24.7K
$1.21M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
645+ 3.81% |
$20.3K - $21.7K
|
17.6K
$860K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
626+ 2.67% |
$19.8K - $21.1K
|
24.1K
$1.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
612+ 1.29% |
$19.3K - $20.6K
|
48K
$2.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
610New |
$19.2K - $20.6K
|
610
$29.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
603+ 9.29% |
$19K - $20.3K
|
7.1K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
598+ 4.61% |
$18.9K - $20.2K
|
13.6K
$665K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
571+ 6.01% |
$18K - $19.2K
|
10.1K
$493K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
530+ 4.87% |
$16.7K - $17.9K
|
11.4K
$559K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
525+ 26.08% |
$16.6K - $17.7K
|
2.54K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
521+ 1.62% |
$16.4K - $17.6K
|
32.7K
$1.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
500+ 0.43% |
$15.8K - $16.9K
|
116K
$5.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
500+ 4.77% |
$15.8K - $16.9K
|
11K
$538K
|