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 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17.2KNew |
$571K - $612K
|
17.2K
$843K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
17.1K+ 4.32% |
$568K - $610K
|
414K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.9KNew |
$561K - $602K
|
16.9K
$829K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.8K+ 101.77% |
$557K - $597K
|
33.3K
$1.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
16.6K+ 4.1% |
$552K - $592K
|
422K
$20.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
16.1K+ 64.09% |
$536K - $575K
|
41.3K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.5K+ 1.81% |
$514K - $551K
|
870K
$42.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
15.5K+ 87.89% |
$513K - $551K
|
33.1K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
15.3KNew |
$509K - $546K
|
15.3K
$751K
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
15.2KNew |
$504K - $541K
|
15.2K
$745K
|
|
|
Oct 31, 2023
Q3 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
15.2K+ 50.52% |
$504K - $540K
|
45.2K
$2.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
15KNew |
$496K - $532K
|
15K
$733K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
14.9KNew |
$496K - $532K
|
14.9K
$732K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
14.8K+ 17.61% |
$491K - $527K
|
98.8K
$4.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.7K+ 25.44% |
$488K - $524K
|
72.6K
$3.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
14.7KNew |
$486K - $522K
|
14.7K
$718K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
14.4K+ 8.61% |
$476K - $511K
|
181K
$8.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
14.3K+ 34.29% |
$474K - $509K
|
56K
$2.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
14.3K+ 11.75% |
$473K - $508K
|
136K
$6.65M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
14.2K+ 123.69% |
$471K - $506K
|
25.7K
$1.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
14.1K+ 68.19% |
$469K - $503K
|
34.8K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
13.9KNew |
$461K - $495K
|
13.9K
$681K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
13.5K+ 22.25% |
$449K - $482K
|
74.4K
$3.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.3K+ 3.96% |
$440K - $472K
|
349K
$17.1M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
13.2K+ 84.45% |
$439K - $471K
|
28.9K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13.2KNew |
$438K - $470K
|
13.2K
$647K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$438K - $470K
|
13.2K
$647K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
12.9K+ 25.11% |
$427K - $459K
|
64.2K
$3.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.7K+ 14.53% |
$423K - $454K
|
100K
$4.92M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.7K+ 3.66% |
$421K - $452K
|
360K
$17.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
12.7KNew |
$420K - $451K
|
12.7K
$620K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.6KNew |
$384K - $412K
|
11.6K
$567K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$381K - $409K
|
11.5K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11.3KNew |
$374K - $402K
|
11.3K
$553K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.3K+ 13.9% |
$373K - $401K
|
92.2K
$4.52M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
11.2KNew |
$373K - $400K
|
11.2K
$551K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
11.2K+ 33.49% |
$372K - $399K
|
44.7K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.6KNew |
$351K - $377K
|
10.6K
$519K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.5KNew |
$347K - $373K
|
10.5K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.4K+ 2.55% |
$344K - $369K
|
418K
$20.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
10.3K+ 9.12% |
$343K - $368K
|
124K
$6.06M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
10.3K+ 4.0% |
$341K - $366K
|
267K
$13.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
10.2K+ 83.21% |
$339K - $364K
|
22.5K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.2K+ 4.23% |
$338K - $363K
|
251K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10K+ 6.97% |
$333K - $357K
|
154K
$7.54M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.73K+ 16.94% |
$323K - $346K
|
67.2K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
9.64KNew |
$320K - $343K
|
9.64K
$472K
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
9.53K+ 7.64% |
$316K - $339K
|
134K
$6.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9.34K+ 26.3% |
$310K - $332K
|
44.8K
$2.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
9.18K+ 25.24% |
$305K - $327K
|
45.6K
$2.23M
|