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 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.2K- 63.25% |
$406K - $436K
|
7.11K
$349K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12.3K- 88.11% |
$408K - $438K
|
1.66K
$81.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-12.8K- 1.87% |
$424K - $455K
|
672K
$33M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-13K- 21.35% |
$431K - $462K
|
47.8K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13.3K- 7.65% |
$441K - $473K
|
160K
$7.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-13.6K- 64.09% |
$450K - $483K
|
7.61K
$374K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.7K- 7.61% |
$455K - $488K
|
167K
$8.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.8K- 7.86% |
$457K - $490K
|
162K
$7.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.2K- 3.56% |
$472K - $507K
|
385K
$18.9M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.5K- 9.67% |
$480K - $515K
|
135K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.9K- 11.37% |
$494K - $530K
|
116K
$5.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15.2K- 28.72% |
$504K - $540K
|
37.7K
$1.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-15.7K- 8.22% |
$521K - $559K
|
175K
$8.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15.7K- 13.43% |
$522K - $560K
|
101K
$4.98M
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-16K- 22.28% |
$531K - $570K
|
55.8K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-16.5K- 16.08% |
$546K - $586K
|
85.9K
$4.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-16.5K- 1.44% |
$548K - $588K
|
1.13M
$55.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16.6K- 16.76% |
$551K - $591K
|
82.5K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.1K- 40.7% |
$566K - $607K
|
24.9K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-17.1K- 36.53% |
$566K - $608K
|
29.7K
$1.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-17.5K- 3.25% |
$581K - $624K
|
521K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-18.2K- 34.73% |
$604K - $648K
|
34.2K
$1.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-18.2K- 64.68% |
$605K - $650K
|
9.96K
$489K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-18.6K- 32.13% |
$615K - $660K
|
39.2K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-19.2K- 24.52% |
$637K - $683K
|
59.1K
$2.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-19.2K- 48.94% |
$637K - $683K
|
20K
$983K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-19.3K- 30.11% |
$640K - $686K
|
44.8K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-20K- 66.67% |
$663K - $712K
|
10K
$491K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-20.2K- 69.81% |
$669K - $718K
|
8.73K
$429K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-20.4K- 6.39% |
$678K - $728K
|
299K
$14.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-20.6K- 12.97% |
$684K - $734K
|
138K
$6.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-20.7K- 18.89% |
$686K - $736K
|
88.8K
$4.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-21.3K- 70.85% |
$706K - $758K
|
8.76K
$430K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.6K- 4.97% |
$716K - $768K
|
412K
$20.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-21.6K- 10.42% |
$716K - $769K
|
186K
$9.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-22K- 68.15% |
$729K - $782K
|
10.3K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-23.2K- 2.26% |
$771K - $827K
|
1.01M
$49.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-23.4K- 7.84% |
$775K - $832K
|
275K
$13.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-23.8K- 52.73% |
$791K - $848K
|
21.4K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-24.6K- 13.79% |
$815K - $875K
|
154K
$7.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-26.4K- 3.7% |
$877K - $941K
|
687K
$33.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-28K- 38.96% |
$930K - $999K
|
44K
$2.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-28.1K- 67.09% |
$931K - $999K
|
13.8K
$676K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.3K- 9.18% |
$938K - $1.01M
|
280K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-29K- 0.39% |
$962K - $1.03M
|
7.34M
$360M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-30K- 54.54% |
$996K - $1.07M
|
25K
$1.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-30.1K- 60.91% |
$998K - $1.07M
|
19.3K
$948K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-30.9K- 18.16% |
$1.03M - $1.1M
|
139K
$6.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-31.1K- 19.89% |
$1.03M - $1.11M
|
125K
$6.15M
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-32.9K- 12.05% |
$1.09M - $1.17M
|
240K
$11.8M
|