Purchases and Sales Made in Q3 2023 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-553- 4.67% |
$18.3K - $19.7K
|
11.3K
$554K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-555- 2.87% |
$18.4K - $19.8K
|
18.8K
$922K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-564- 8.01% |
$18.7K - $20.1K
|
6.48K
$318K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-565- 4.3% |
$18.7K - $20.1K
|
12.6K
$617K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-572- 4.15% |
$19K - $20.4K
|
13.2K
$650K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-584- 1.22% |
$19.4K - $20.8K
|
47.3K
$2.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-586- 0.55% |
$19.4K - $20.9K
|
107K
$5.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-590- 5.2% |
$19.6K - $21K
|
10.8K
$528K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-591- 2.03% |
$19.6K - $21K
|
28.6K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-597- 7.55% |
$19.8K - $21.3K
|
7.31K
$359K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-599- 8.42% |
$19.9K - $21.3K
|
6.52K
$320K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-600- 7.58% |
$19.9K - $21.4K
|
7.32K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-606- 0.57% |
$20.1K - $21.6K
|
105K
$5.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-607- 4.2% |
$20.1K - $21.6K
|
13.9K
$680K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-610- 4.76% |
$20.2K - $21.7K
|
12.2K
$600K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-613- 1.44% |
$20.3K - $21.8K
|
42K
$2.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-621- 2.43% |
$20.6K - $22.1K
|
25K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-627- 38.05% |
$20.8K - $22.3K
|
1.02K
$50.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-638- 7.31% |
$21.2K - $22.7K
|
8.09K
$397K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-639- 5.85% |
$21.2K - $22.7K
|
10.3K
$505K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-645- 3.67% |
$21.4K - $23K
|
16.9K
$830K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-645- 3.67% |
$21.4K - $23K
|
16.9K
$830K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-647- 2.77% |
$21.5K - $23K
|
22.7K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-649- 4.62% |
$21.5K - $23.1K
|
13.4K
$658K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-664- 2.8% |
$22K - $23.6K
|
23K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
SELL
|
- |
-670- 4.0% |
$22.2K - $23.9K
|
16.1K
$789K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-677- 7.76% |
$22.5K - $24.1K
|
8.05K
$395K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-681- 4.4% |
$22.6K - $24.2K
|
14.8K
$727K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-684- 0.56% |
$22.7K - $24.4K
|
121K
$5.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-705- 9.67% |
$23.4K - $25.1K
|
6.58K
$323K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-706- 1.11% |
$23.4K - $25.1K
|
63K
$3.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-713- 3.1% |
$23.7K - $25.4K
|
22.3K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-715- 4.64% |
$23.7K - $25.5K
|
14.7K
$722K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-720- 1.71% |
$23.9K - $25.6K
|
41.5K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-725- 5.47% |
$24K - $25.8K
|
12.5K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-728- 4.0% |
$24.1K - $25.9K
|
17.5K
$857K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-737- 4.2% |
$24.4K - $26.2K
|
16.8K
$826K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-741- 0.78% |
$24.6K - $26.4K
|
94.4K
$4.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
SELL
|
- |
-742- 1.7% |
$24.6K - $26.4K
|
42.8K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-758- 1.89% |
$25.1K - $27K
|
39.3K
$1.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-762- 7.76% |
$25.3K - $27.1K
|
9.05K
$445K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-763- 5.7% |
$25.3K - $27.2K
|
12.6K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-765- 9.35% |
$25.4K - $27.2K
|
7.42K
$364K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-776- 67.19% |
$25.7K - $27.6K
|
379
$18.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-784- 5.7% |
$26K - $27.9K
|
13K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-790- 8.65% |
$26.2K - $28.1K
|
8.34K
$410K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-791- 2.29% |
$26.2K - $28.2K
|
33.8K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-791- 3.59% |
$26.2K - $28.2K
|
21.3K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-792- 2.09% |
$26.3K - $28.2K
|
37.1K
$1.82M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-798- 96.26% |
$26.5K - $28.4K
|
31
$1.52K
|