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 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
151K+ 1109.37% |
$5M - $5.36M
|
164K
$8.07M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
151K+ 309.58% |
$4.99M - $5.36M
|
199K
$9.78M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
149K+ 49.4% |
$4.94M - $5.3M
|
450K
$22.1M
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
131K+ 1635.0% |
$4.34M - $4.66M
|
139K
$6.82M
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
130K+ 31.82% |
$4.3M - $4.61M
|
537K
$26.4M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
129K+ 63.26% |
$4.28M - $4.6M
|
333K
$16.4M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
126K+ 294.32% |
$4.18M - $4.48M
|
169K
$8.29M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
113K+ 23.49% |
$3.74M - $4.01M
|
592K
$29.1M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
111KNew |
$3.68M - $3.95M
|
111K
$5.45M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
111K+ 12.44% |
$3.67M - $3.94M
|
1M
$49.1M
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
97K+ 105.48% |
$3.22M - $3.45M
|
189K
$9.28M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
96.1KNew |
$3.19M - $3.42M
|
96.1K
$4.72M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
94.5KNew |
$3.14M - $3.37M
|
94.5K
$4.64M
|
|
Nov 14, 2023
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
85.6K+ 768.52% |
$2.84M - $3.05M
|
96.8K
$4.75M
|
|
Nov 21, 2023
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
85.6K+ 768.52% |
$2.84M - $3.05M
|
96.8K
$4.75M
|
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
85.6K+ 768.52% |
$2.84M - $3.05M
|
96.8K
$4.75M
|
|
Oct 31, 2023
Q3 2023
|
Ctc LLC
|
BUY
|
- |
81.6KNew |
$2.71M - $2.9M
|
81.6K
$4.01M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
81.3K+ 4.97% |
$2.7M - $2.89M
|
1.72M
$84.3M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
79.6K+ 260.5% |
$2.64M - $2.84M
|
110K
$5.41M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77.1K+ 10.1% |
$2.56M - $2.74M
|
840K
$41.3M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76.7K+ 9.76% |
$2.55M - $2.73M
|
863K
$42.4M
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
73KNew |
$2.42M - $2.6M
|
73K
$3.59M
|
|
Jun 14, 2024
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
70.3K+ 30.17% |
$2.33M - $2.5M
|
303K
$14.9M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
67.2K+ 1009.33% |
$2.23M - $2.39M
|
73.8K
$3.63M
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
66.3K+ 28.25% |
$2.2M - $2.36M
|
301K
$14.8M
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
64.1K+ 18.6% |
$2.13M - $2.28M
|
409K
$20.1M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.9K+ 4.56% |
$2.12M - $2.28M
|
1.47M
$72M
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
63.5K+ 594.39% |
$2.11M - $2.26M
|
74.2K
$3.64M
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
60.3K+ 7.78% |
$2M - $2.15M
|
835K
$41M
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
59.1KNew |
$1.96M - $2.1M
|
59.1K
$2.9M
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
58.8K+ 45.41% |
$1.95M - $2.09M
|
188K
$9.25M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
57.9K+ 414.16% |
$1.92M - $2.06M
|
71.9K
$3.53M
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
57.7K+ 288.31% |
$1.91M - $2.05M
|
77.7K
$3.82M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
56.5K+ 25.18% |
$1.87M - $2.01M
|
281K
$13.8M
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
55.3K+ 41.1% |
$1.84M - $1.97M
|
190K
$9.33M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
52.5KNew |
$1.74M - $1.87M
|
52.5K
$2.58M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
48.2KNew |
$1.6M - $1.72M
|
48.2K
$2.37M
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
47.1KNew |
$1.56M - $1.68M
|
47.1K
$2.31M
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
46K+ 75.16% |
$1.53M - $1.64M
|
107K
$5.27M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
44.2KNew |
$1.47M - $1.57M
|
44.2K
$2.17M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.4K+ 2.43% |
$1.37M - $1.48M
|
1.75M
$85.9M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39K+ 7.63% |
$1.29M - $1.39M
|
551K
$27M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
38.6KNew |
$1.28M - $1.38M
|
38.6K
$1.9M
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
37.8KNew |
$1.25M - $1.35M
|
37.8K
$1.86M
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
37KNew |
$1.23M - $1.32M
|
37K
$1.82M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
36.7K+ 6.83% |
$1.22M - $1.31M
|
574K
$28.2M
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
36.5K+ 569.55% |
$1.21M - $1.3M
|
42.9K
$2.1M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
36.3KNew |
$1.21M - $1.29M
|
36.3K
$1.78M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36.2K+ 385.06% |
$1.2M - $1.29M
|
45.6K
$2.24M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35.7K+ 50.27% |
$1.18M - $1.27M
|
107K
$5.24M
|