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 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.45K- 5.19% |
$114K - $123K
|
63K
$3.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-3.45K- 24.62% |
$114K - $123K
|
10.5K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.7K- 9.22% |
$123K - $132K
|
36.5K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-3.71K- 29.18% |
$123K - $132K
|
9K
$442K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-3.72K- 1.56% |
$123K - $132K
|
234K
$11.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-3.75K- 11.1% |
$124K - $133K
|
30K
$1.47M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.79K- 12.66% |
$126K - $135K
|
26.2K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-3.81K- 2.25% |
$126K - $136K
|
166K
$8.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.83K- 31.95% |
$127K - $136K
|
8.16K
$400K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4K- 32.68% |
$133K - $142K
|
8.24K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.12K- 61.3% |
$137K - $147K
|
2.6K
$128K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.15K- 8.35% |
$138K - $148K
|
45.6K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-4.16K- 1.25% |
$138K - $148K
|
328K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4.19K- 2.97% |
$139K - $149K
|
137K
$6.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-4.29K- 39.21% |
$142K - $153K
|
6.65K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.31K- 7.78% |
$143K - $153K
|
51.1K
$2.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.32K- 11.28% |
$143K - $154K
|
34K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.34K- 10.69% |
$144K - $154K
|
36.2K
$1.78M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.34K- 10.69% |
$144K - $154K
|
36.2K
$1.78M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.39K- 5.07% |
$146K - $156K
|
82.2K
$4.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.43K- 26.46% |
$147K - $158K
|
12.3K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.55K- 28.73% |
$151K - $162K
|
11.3K
$555K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.57K- 37.43% |
$152K - $163K
|
7.65K
$376K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-4.8K- 42.12% |
$159K - $171K
|
6.6K
$324K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.83K- 9.91% |
$160K - $172K
|
43.9K
$2.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.84K- 24.0% |
$160K - $172K
|
15.3K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
SELL
|
- |
-4.99K- 24.02% |
$166K - $178K
|
15.8K
$776K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5K- 18.83% |
$166K - $178K
|
21.6K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.04K- 4.02% |
$167K - $180K
|
121K
$5.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.05K- 1.53% |
$167K - $180K
|
324K
$15.9M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.11K- 6.05% |
$169K - $182K
|
79.3K
$3.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-5.12K- 6.77% |
$170K - $182K
|
70.4K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.15K- 8.74% |
$171K - $183K
|
53.8K
$2.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-5.18K- 28.69% |
$172K - $184K
|
12.9K
$632K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.19K- 12.83% |
$172K - $185K
|
35.2K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.19K- 5.45% |
$172K - $185K
|
90.1K
$4.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.26K- 25.58% |
$175K - $187K
|
15.3K
$752K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.29K- 1.02% |
$176K - $188K
|
514K
$25.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-5.37K- 2.58% |
$178K - $191K
|
203K
$9.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.39K- 42.29% |
$179K - $192K
|
7.36K
$361K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-5.42K- 16.71% |
$180K - $193K
|
27K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-5.45K- 17.65% |
$181K - $194K
|
25.4K
$1.25M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-5.47K- 26.08% |
$182K - $195K
|
15.5K
$762K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.61K- 1.37% |
$186K - $200K
|
403K
$19.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.63K- 8.91% |
$187K - $200K
|
57.5K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.73K- 5.65% |
$190K - $204K
|
95.7K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-5.78K- 1.87% |
$192K - $206K
|
303K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-5.83K- 5.54% |
$193K - $208K
|
99.4K
$4.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5.84K- 4.25% |
$194K - $208K
|
131K
$6.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-5.93K- 3.39% |
$197K - $211K
|
169K
$8.28M
|