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 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.08K- 7.52% |
$68.8K - $73.9K
|
25.5K
$1.25M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.08K- 12.54% |
$69.1K - $74.2K
|
14.5K
$714K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.19K- 7.02% |
$72.5K - $77.8K
|
29K
$1.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.25K- 18.34% |
$74.5K - $79.9K
|
10K
$491K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.25K- 17.85% |
$74.6K - $80K
|
10.3K
$508K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.28K- 0.54% |
$75.7K - $81.2K
|
424K
$20.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.29K- 2.73% |
$75.9K - $81.4K
|
81.4K
$4M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.3K- 1.88% |
$76.4K - $82K
|
120K
$5.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-2.32K- 7.44% |
$77K - $82.7K
|
28.9K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.33K- 24.88% |
$77.4K - $83K
|
7.04K
$346K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.34K- 12.24% |
$77.5K - $83.1K
|
16.7K
$822K
|
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.36K- 1.42% |
$78.2K - $83.9K
|
163K
$8.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.39K- 20.75% |
$79.2K - $85K
|
9.13K
$448K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.39K- 1.42% |
$79.4K - $85.2K
|
166K
$8.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.45K- 13.98% |
$81.1K - $87.1K
|
15.1K
$739K
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.5K- 2.07% |
$83K - $89K
|
119K
$5.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.51K- 1.86% |
$83.1K - $89.2K
|
133K
$6.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.51K- 4.14% |
$83.3K - $89.4K
|
58.1K
$2.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.56K- 1.64% |
$84.8K - $91.1K
|
154K
$7.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.56K- 2.1% |
$84.9K - $91.1K
|
119K
$5.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.6K- 1.91% |
$86.3K - $92.6K
|
133K
$6.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.62K- 18.88% |
$86.7K - $93.1K
|
11.2K
$552K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.69K- 6.93% |
$89.1K - $95.6K
|
36.1K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.69K- 6.93% |
$89.1K - $95.6K
|
36.1K
$1.77M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.69K- 13.2% |
$89.2K - $95.7K
|
17.7K
$868K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.7K- 0.44% |
$89.5K - $96.1K
|
606K
$29.8M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.7K- 8.57% |
$89.7K - $96.2K
|
28.9K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.71K- 5.08% |
$89.7K - $96.3K
|
50.6K
$2.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.74K- 25.93% |
$90.9K - $97.5K
|
7.82K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.76K- 8.4% |
$91.5K - $98.3K
|
30.1K
$1.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.77K- 21.31% |
$91.8K - $98.6K
|
10.2K
$502K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.77K- 7.85% |
$91.9K - $98.7K
|
32.5K
$1.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.82K- 5.65% |
$93.5K - $100K
|
47K
$2.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.85K- 32.07% |
$94.6K - $102K
|
6.04K
$297K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.85K- 7.1% |
$94.6K - $102K
|
37.3K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.86K- 14.17% |
$94.9K - $102K
|
17.3K
$851K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.87K- 7.41% |
$95.3K - $102K
|
35.9K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.88K- 32.14% |
$95.7K - $103K
|
6.09K
$299K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.9K- 1.99% |
$96.2K - $103K
|
143K
$7.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.91K- 15.48% |
$96.5K - $104K
|
15.9K
$780K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.91K- 0.87% |
$96.6K - $104K
|
332K
$16.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.93K- 13.95% |
$97.2K - $104K
|
18.1K
$887K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.95K- 6.92% |
$97.7K - $105K
|
39.6K
$1.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.95K- 12.73% |
$97.7K - $105K
|
20.2K
$991K
|
|
|
Nov 14, 2023
Q3 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-2.96K- 15.53% |
$98.1K - $105K
|
16.1K
$790K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.96K- 27.34% |
$98.3K - $106K
|
7.88K
$387K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3K- 33.8% |
$99.5K - $107K
|
5.88K
$289K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-3.1K- 3.48% |
$103K - $110K
|
85.9K
$4.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.21K- 3.76% |
$107K - $114K
|
82.2K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.34K- 15.25% |
$111K - $119K
|
18.6K
$913K
|