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 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
494
+ 2.08%
$15.6K - $16.7K
24.2K $1.19M
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
472
+ 2.2%
$14.9K - $15.9K
21.9K $1.07M
Aug 02, 2023 Q2 2023
Amg National Trust Bank

BUY
 -
470
+ 0.28%
$14.8K - $15.8K
168K $8.25M
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
469
+ 3.94%
$14.8K - $15.8K
12.4K $606K
Aug 15, 2023 Q2 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
456
+ 3.66%
$14.4K - $15.4K
12.9K $633K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
453
+ 1.13%
$14.3K - $15.3K
40.5K $1.99M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
453
+ 1.13%
$14.3K - $15.3K
40.5K $1.99M
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
418
+ 4.08%
$13.2K - $14.1K
10.7K $523K
Aug 30, 2023 Q2 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
405
+ 1.99%
$12.8K - $13.7K
20.8K $1.02M
Jul 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

BUY
 -
394
+ 3.33%
$12.4K - $13.3K
12.2K $600K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
360
New
$11.4K - $12.1K
360 $17.6K
Jul 10, 2023 Q2 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
359
+ 4.4%
$11.3K - $12.1K
8.51K $417K
Jul 18, 2023 Q2 2023
Silverleafe Capital Partners, LLC

Memphis, TN
BUY
 -
359
New
$11.3K - $12.1K
359 $17.6K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
345
+ 63.07%
$10.9K - $11.6K
892 $43.7K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
345
+ 63.07%
$10.9K - $11.6K
892 $43.7K
Aug 11, 2023 Q2 2023
Goodman Advisory Group, LLC

BUY
 -
335
New
$10.6K - $11.3K
335 $16.4K
Aug 07, 2023 Q2 2023
Trinity Point Wealth, LLC

BUY
 -
320
+ 4.15%
$10.1K - $10.8K
8.03K $393K
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
301
+ 2.83%
$9.5K - $10.1K
10.9K $535K
Aug 10, 2023 Q2 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
300
+ 3.34%
$9.47K - $10.1K
9.27K $454K
Jul 13, 2023 Q2 2023
Sugarloaf Wealth Management, LLC

BUY
 -
298
+ 83.71%
$9.4K - $10K
654 $32K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
292
New
$9.21K - $9.84K
292 $14.3K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
286
New
$9.02K - $9.64K
286 $14K
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
281
New
$8.87K - $9.47K
281 $13.8K
Jul 18, 2023 Q2 2023
Lake Street Financial LLC

BUY
 -
277
+ 2.43%
$8.74K - $9.34K
11.7K $572K
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
252
+ 17.6%
$7.95K - $8.49K
1.68K $82.5K
Jul 17, 2023 Q2 2023
Wealth Advisors, Inc.

BUY
 -
250
+ 3.24%
$7.89K - $8.43K
7.97K $391K
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
245
+ 1.21%
$7.73K - $8.26K
20.6K $1.01M
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
239
+ 16.57%
$7.54K - $8.06K
1.68K $82.4K
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
233
+ 1.35%
$7.35K - $7.85K
17.5K $857K
Aug 10, 2023 Q2 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
230
+ 3.49%
$7.26K - $7.75K
6.82K $334K
Jul 25, 2023 Q2 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
229
+ 2.12%
$7.22K - $7.72K
11K $541K
Aug 14, 2023 Q2 2023
First Manhattan CO

New York, NY
BUY
 -
213
+ 11.56%
$6.72K - $7.18K
2.06K $101K
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
201
+ 0.26%
$6.34K - $6.78K
78.3K $3.84M
Aug 11, 2023 Q2 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
200
+ 0.61%
$6.31K - $6.74K
32.8K $1.6M
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
200
+ 10.0%
$6.31K - $6.74K
2.2K $108K
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
199
+ 8.27%
$6.28K - $6.71K
2.61K $128K
Jul 19, 2023 Q2 2023
Ahl Investment Management, Inc.

BUY
 -
180
+ 1.47%
$5.68K - $6.07K
12.4K $608K
Aug 14, 2023 Q2 2023
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
180
New
$5.68K - $6.07K
180 $8.82K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
173
+ 3.56%
$5.46K - $5.83K
5.03K $246K
Jul 11, 2023 Q2 2023
Ars Investment Partners, LLC

BUY
 -
166
+ 0.46%
$5.24K - $5.6K
36.1K $1.77M
Jul 11, 2023 Q2 2023
Ledge Wealth Management, Inc.

BUY
 -
164
+ 0.06%
$5.17K - $5.53K
290K $14.2M
Aug 09, 2023 Q2 2023
Journey Advisory Group, LLC

BUY
 -
164
+ 0.7%
$5.17K - $5.53K
23.7K $1.16M
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
157
+ 2.05%
$4.95K - $5.29K
7.82K $383K
Aug 01, 2023 Q2 2023
Avestar Capital, LLC

BUY
 -
155
+ 2.54%
$4.89K - $5.23K
6.26K $306K
Jul 31, 2023 Q2 2023
Analyst Ims Investment Management Services Ltd.

BUY
 -
154
+ 1.9%
$4.86K - $5.19K
8.25K $404K
Aug 03, 2023 Q2 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
150
+ 0.46%
$4.73K - $5.06K
33K $1.62M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
149
+ 1.77%
$4.7K - $5.02K
8.57K $420K
Jul 13, 2023 Q2 2023
First Premier Bank

BUY
 -
147
+ 1.64%
$4.64K - $4.96K
9.1K $446K
Jul 17, 2023 Q2 2023
Mcdonald Partners LLC

BUY
 -
142
+ 1.14%
$4.48K - $4.79K
12.6K $619K

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