Purchases and Sales Made in Q3 2023 in Financial Sector Spdr (XLF)

XLF Quotes by TradingView

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
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-6.05K
- 19.18%
$201K - $215K
25.5K $1.25M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-6.08K
- 16.22%
$202K - $216K
31.4K $1.54M
Dec 13, 2024 Q3 2023
Smart Wealth LLC

Omaha, NE
SELL
 -
-6.15K
Closed
$204K - $219K
0 $0
Oct 26, 2023 Q3 2023
Simmons Bank

SELL
 -
-6.32K
- 5.28%
$209K - $225K
113K $5.57M
Nov 14, 2023 Q3 2023
Tamar Securities, LLC

SELL
 -
-6.35K
- 2.36%
$211K - $226K
262K $12.9M
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

SELL
 -
-6.46K
- 32.73%
$214K - $230K
13.3K $652K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
SELL
 -
-6.57K
- 21.83%
$218K - $234K
23.5K $1.16M
Nov 14, 2023 Q3 2023
Stone X Group Inc.

SELL
 -
-6.59K
- 20.7%
$218K - $234K
25.2K $1.24M
Oct 30, 2023 Q3 2023
Bell Bank

SELL
 -
-6.61K
- 1.42%
$219K - $235K
459K $22.6M
Nov 08, 2023 Q3 2023
Banque Cantonale Vaudoise

SELL
 -
-6.68K
- 24.35%
$221K - $238K
20.7K $1.02M
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-6.79K
- 6.12%
$225K - $242K
104K $5.11M
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

SELL
 -
-7.02K
- 22.22%
$233K - $250K
24.6K $1.21M
Nov 14, 2023 Q3 2023
Symmetry Investments LP

SELL
 -
-7.04K
- 3.9%
$233K - $251K
174K $8.52M
Nov 09, 2023 Q3 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-7.18K
- 9.91%
$238K - $256K
65.3K $3.21M
Nov 14, 2023 Q3 2023
Alps Advisors Inc

Denver, CO
SELL
 -
-7.27K
- 0.89%
$241K - $259K
809K $39.7M
Nov 07, 2023 Q3 2023
Stonebridge Financial Planning Group, LLC

SELL
 -
-7.34K
- 24.94%
$243K - $261K
22.1K $1.08M
Nov 14, 2023 Q3 2023
Mai Capital Management

SELL
 -
-7.54K
- 6.34%
$250K - $268K
111K $5.47M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

SELL
 -
-7.59K
- 18.07%
$252K - $270K
34.4K $1.69M
Oct 24, 2023 Q3 2023
Arlington Partners LLC

SELL
 -
-7.59K
- 22.6%
$252K - $270K
26K $1.28M
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-7.77K
- 10.04%
$258K - $277K
69.7K $3.42M
Nov 14, 2023 Q3 2023
Callan Family Office, LLC

Radnor, PA
SELL
 -
-7.95K
- 54.47%
$264K - $283K
6.65K $326K
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-8.06K
- 46.93%
$267K - $287K
9.11K $447K
Nov 02, 2023 Q3 2023
M&T Bank Corp

SELL
 -
-8.31K
- 3.57%
$276K - $296K
224K $11M
Oct 25, 2023 Q3 2023
3 D/L Capital Management, LLC

SELL
 -
-8.39K
- 25.81%
$278K - $299K
24.1K $1.18M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

SELL
 -
-8.51K
- 48.73%
$282K - $303K
8.95K $440K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-8.55K
- 12.5%
$284K - $304K
59.8K $2.94M
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-8.61K
- 23.44%
$286K - $306K
28.1K $1.38M
Nov 14, 2023 Q3 2023
Verition Fund Management LLC

Greenwich, CT
SELL
 -
-8.83K
- 23.96%
$293K - $314K
28K $1.38M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-8.85K
- 30.82%
$294K - $315K
19.9K $976K
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-8.97K
- 12.21%
$298K - $319K
64.5K $3.17M
Nov 13, 2023 Q3 2023
J.Safra Asset Management Corp

SELL
 -
-9.17K
- 0.44%
$304K - $326K
2.09M $103M
Oct 12, 2023 Q3 2023
Wealthpoint, LLC

SELL
 -
-9.42K
- 9.5%
$313K - $335K
89.8K $4.41M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-9.57K
- 8.95%
$318K - $341K
97.4K $4.78M
Nov 14, 2023 Q3 2023
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-9.6K
- 8.72%
$318K - $342K
100K $4.93M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

SELL
 -
-9.6K
- 26.76%
$318K - $342K
26.3K $1.29M
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

SELL
 -
-9.75K
- 17.66%
$323K - $347K
45.4K $2.23M
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

SELL
 -
-9.77K
- 43.08%
$324K - $348K
12.9K $634K
Nov 14, 2023 Q3 2023
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
SELL
 -
-9.86K
- 4.38%
$327K - $351K
215K $10.6M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

SELL
 -
-10.2K
- 7.87%
$338K - $363K
119K $5.87M
Apr 16, 2024 Q3 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
SELL
 -
-10.4K
Closed
$344K - $369K
0 $0
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

SELL
 -
-10.5K
- 3.71%
$349K - $375K
273K $13.4M
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-10.8K
- 16.35%
$359K - $385K
55.4K $2.72M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

SELL
 -
-11.1K
- 61.0%
$370K - $397K
7.13K $350K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-11.4K
- 5.76%
$377K - $405K
186K $9.14M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-11.6K
- 7.92%
$386K - $414K
135K $6.63M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
SELL
 -
-11.7K
- 9.83%
$387K - $415K
107K $5.25M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

SELL
 -
-11.7K
- 11.3%
$390K - $418K
92.2K $4.53M
Nov 14, 2023 Q3 2023
Peterson Wealth Management

SELL
 -
-11.9K
- 28.54%
$395K - $423K
29.8K $1.46M
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-12K
- 4.59%
$398K - $427K
249K $12.2M

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