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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-803- 11.5% |
$26.6K - $28.6K
|
6.18K
$304K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-819- 2.9% |
$27.2K - $29.2K
|
27.4K
$1.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-833- 3.76% |
$27.6K - $29.7K
|
21.3K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-848- 2.98% |
$28.1K - $30.2K
|
27.6K
$1.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-879- 2.52% |
$29.2K - $31.3K
|
34K
$1.67M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-881- 11.92% |
$29.2K - $31.4K
|
6.51K
$320K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-886- 12.14% |
$29.4K - $31.5K
|
6.41K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-896- 1.39% |
$29.7K - $31.9K
|
63.4K
$3.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-900- 1.18% |
$29.9K - $32K
|
75.1K
$3.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-910- 1.83% |
$30.2K - $32.4K
|
48.9K
$2.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-925- 12.23% |
$30.7K - $32.9K
|
6.64K
$326K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-935- 0.21% |
$31K - $33.3K
|
450K
$22.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-950- 5.16% |
$31.5K - $33.8K
|
17.5K
$858K
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-952- 3.67% |
$31.6K - $33.9K
|
25K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-958- 13.39% |
$31.8K - $34.1K
|
6.2K
$304K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-964- 3.67% |
$32K - $34.3K
|
25.3K
$1.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-966- 8.46% |
$32K - $34.4K
|
10.4K
$513K
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-976- 13.13% |
$32.4K - $34.7K
|
6.46K
$317K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-996- 0.67% |
$33K - $35.5K
|
147K
$7.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1K- 3.59% |
$33.2K - $35.6K
|
26.9K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1K- 31.75% |
$33.2K - $35.6K
|
2.15K
$106K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1K- 4.25% |
$33.2K - $35.6K
|
22.5K
$1.11M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1K- 62.5% |
$33.2K - $35.6K
|
600
$29.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.02K- 3.09% |
$33.9K - $36.3K
|
32K
$1.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.03K- 7.75% |
$34.1K - $36.6K
|
12.2K
$601K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.04K- 3.88% |
$34.4K - $36.9K
|
25.7K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.04K- 8.2% |
$34.5K - $37K
|
11.6K
$572K
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 0.55% |
$34.5K - $37K
|
187K
$9.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.05K- 1.01% |
$34.7K - $37.2K
|
102K
$5.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.05K- 15.06% |
$35K - $37.5K
|
5.94K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.09K- 5.84% |
$36.1K - $38.7K
|
17.5K
$861K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.1K- 7.08% |
$36.5K - $39.2K
|
14.4K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.12K- 2.84% |
$37.2K - $39.9K
|
38.4K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.12K- 5.8% |
$37.2K - $39.9K
|
18.2K
$895K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.13K- 96.74% |
$37.4K - $40.2K
|
38
$1.87K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 3.82% |
$38.1K - $40.9K
|
28.9K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.15K- 4.18% |
$38.1K - $40.9K
|
26.4K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.17K- 12.44% |
$38.9K - $41.8K
|
8.27K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-1.19K- 0.81% |
$39.6K - $42.5K
|
147K
$7.2M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.2K- 3.16% |
$39.8K - $42.7K
|
36.7K
$1.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 3.07% |
$40.1K - $43.1K
|
38.2K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.24K- 5.13% |
$41K - $44K
|
22.8K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.24K- 14.9% |
$41.2K - $44.2K
|
7.1K
$348K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.25K- 4.12% |
$41.4K - $44.5K
|
29.1K
$1.43M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.26K- 12.61% |
$41.8K - $44.9K
|
8.73K
$429K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.27K- 8.57% |
$42.2K - $45.3K
|
13.6K
$667K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.27K- 2.04% |
$42.2K - $45.3K
|
61.2K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.3K- 3.07% |
$43.1K - $46.3K
|
41K
$2.01M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-1.33K- 1.57% |
$44K - $47.2K
|
82.8K
$4.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.33K- 1.54% |
$44.1K - $47.3K
|
84.9K
$4.17M
|