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
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.36K- 0.84% |
$45.1K - $48.4K
|
160K
$7.84M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.37K- 45.82% |
$45.3K - $48.6K
|
1.61K
$79.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.37K- 2.62% |
$45.5K - $48.9K
|
51K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-1.37K- 7.41% |
$45.6K - $48.9K
|
17.2K
$843K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.38K- 10.28% |
$45.6K - $49K
|
12K
$589K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.38K- 21.13% |
$45.8K - $49.2K
|
5.16K
$253K
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.39K- 10.13% |
$46K - $49.4K
|
12.3K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.42K- 90.23% |
$47.2K - $50.7K
|
154
$7.56K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.44K- 9.1% |
$47.6K - $51.1K
|
14.3K
$704K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.44K- 16.75% |
$47.6K - $51.1K
|
7.14K
$350K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.45K- 15.16% |
$48.1K - $51.6K
|
8.11K
$398K
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.46K- 2.62% |
$48.5K - $52.1K
|
54.4K
$2.67M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.47K- 11.86% |
$48.7K - $52.3K
|
10.9K
$536K
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.5K- 15.3% |
$49.8K - $53.4K
|
8.31K
$408K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.51K- 2.07% |
$50K - $53.6K
|
71.5K
$3.51M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.51K- 0.89% |
$50K - $53.7K
|
167K
$8.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.53K- 10.79% |
$50.6K - $54.3K
|
12.6K
$619K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.53K- 1.91% |
$50.9K - $54.6K
|
79K
$3.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.56K- 2.02% |
$51.6K - $55.4K
|
75.4K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.56K- 6.37% |
$51.7K - $55.5K
|
22.9K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.58K- 4.06% |
$52.3K - $56.1K
|
37.2K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.6K- 17.08% |
$52.9K - $56.8K
|
7.75K
$381K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.6K- 17.08% |
$52.9K - $56.8K
|
7.75K
$381K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.6K- 4.69% |
$53.1K - $57K
|
32.5K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 0.43% |
$53.8K - $57.7K
|
375K
$18.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.65K- 15.68% |
$54.7K - $58.7K
|
8.87K
$436K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.66K- 9.66% |
$55.2K - $59.2K
|
15.6K
$764K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.67K- 17.18% |
$55.3K - $59.3K
|
8.03K
$395K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.7K- 16.75% |
$56.4K - $60.5K
|
8.45K
$415K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 5.23% |
$56.6K - $60.8K
|
30.9K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-1.72K- 2.54% |
$57K - $61.2K
|
65.9K
$3.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.73K- 1.11% |
$57.3K - $61.5K
|
154K
$7.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.73K- 0.61% |
$57.4K - $61.6K
|
280K
$13.8M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-1.77K- 8.93% |
$58.6K - $62.9K
|
18K
$885K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-1.8K- 9.6% |
$59.7K - $64.1K
|
17K
$833K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.81K- 14.33% |
$60.2K - $64.6K
|
10.8K
$533K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.82K- 78.76% |
$60.3K - $64.7K
|
490
$24.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.83K- 11.79% |
$60.6K - $65K
|
13.7K
$671K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.84K- 1.9% |
$60.9K - $65.4K
|
94.7K
$4.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.86K- 22.86% |
$61.8K - $66.3K
|
6.28K
$309K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.89K- 9.23% |
$62.7K - $67.2K
|
18.6K
$912K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.94K- 2.68% |
$64.4K - $69.1K
|
70.4K
$3.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.95K- 2.44% |
$64.7K - $69.5K
|
78.2K
$3.84M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.96K- 16.39% |
$65K - $69.8K
|
10K
$491K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-2K- 16.19% |
$66.4K - $71.3K
|
10.4K
$509K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-2.01K- 7.95% |
$66.6K - $71.4K
|
23.2K
$1.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.02K- 4.05% |
$67.1K - $72K
|
47.9K
$2.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.04K- 59.3% |
$67.7K - $72.6K
|
1.4K
$68.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.05K- 1.93% |
$68K - $72.9K
|
104K
$5.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.07K- 2.35% |
$68.8K - $73.8K
|
86.3K
$4.24M
|