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 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
4.75K+ 29.12% |
$158K - $169K
|
21.1K
$1.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.66K+ 2.48% |
$155K - $166K
|
193K
$9.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.55K+ 1.23% |
$151K - $162K
|
375K
$18.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
4.42K+ 3.39% |
$147K - $157K
|
135K
$6.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
4.36K+ 2.97% |
$144K - $155K
|
151K
$7.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
4.21K+ 1.01% |
$140K - $150K
|
421K
$20.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.11K+ 0.91% |
$136K - $146K
|
455K
$22.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
4.09K+ 1.49% |
$136K - $145K
|
278K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
4.05K+ 9.21% |
$134K - $144K
|
48K
$2.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.05K+ 4.42% |
$134K - $144K
|
95.6K
$4.69M
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.95K+ 6.64% |
$131K - $140K
|
63.4K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.82KNew |
$127K - $136K
|
3.82K
$188K
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
3.76K+ 4.59% |
$125K - $134K
|
85.7K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.76K+ 35.79% |
$125K - $134K
|
14.3K
$700K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.73K+ 22.31% |
$124K - $133K
|
20.5K
$1M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.73KNew |
$124K - $133K
|
3.73K
$183K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.7K+ 8.59% |
$123K - $132K
|
46.7K
$2.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.68K+ 38.12% |
$122K - $131K
|
13.3K
$655K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
3.65KNew |
$121K - $130K
|
3.65K
$179K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.61K+ 5.67% |
$120K - $129K
|
67.3K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3.59K+ 13.13% |
$119K - $128K
|
30.9K
$1.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
3.5KNew |
$116K - $125K
|
3.5K
$172K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.39K+ 3.26% |
$113K - $121K
|
108K
$5.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3.37KNew |
$112K - $120K
|
3.37K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.28KNew |
$109K - $117K
|
3.28K
$161K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.27K+ 5.46% |
$109K - $116K
|
63.2K
$3.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
3.23K+ 5.61% |
$107K - $115K
|
60.8K
$2.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.18K+ 0.2% |
$105K - $113K
|
1.58M
$77.4M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.18K+ 0.2% |
$105K - $113K
|
1.58M
$77.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.13K+ 7.62% |
$104K - $111K
|
44.2K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.11KNew |
$103K - $111K
|
3.11K
$153K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3.09KNew |
$102K - $110K
|
3.09K
$152K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 29.24% |
$102K - $110K
|
13.6K
$668K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
3.08KNew |
$102K - $110K
|
3.08K
$151K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.04K+ 1340.97% |
$101K - $108K
|
3.27K
$161K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.01K+ 5.04% |
$99.7K - $107K
|
62.6K
$3.08M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
3K+ 2.64% |
$99.6K - $107K
|
117K
$5.73M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.95K+ 2.12% |
$97.8K - $105K
|
142K
$6.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.82K+ 33.78% |
$93.4K - $100K
|
11.2K
$548K
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
2.74K+ 4.7% |
$90.9K - $97.5K
|
61K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.73K+ 8.63% |
$90.6K - $97.3K
|
34.4K
$1.69M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.73K+ 3.82% |
$90.5K - $97.1K
|
74.1K
$3.64M
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
2.72K+ 4.19% |
$90.3K - $96.9K
|
67.7K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.72K+ 2362.61% |
$90.1K - $96.7K
|
2.83K
$139K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.69K+ 172.69% |
$89.4K - $95.9K
|
4.25K
$209K
|
|
|
Oct 18, 2023
Q3 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.67K+ 2.97% |
$88.6K - $95.1K
|
92.5K
$4.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.65K+ 5.51% |
$88K - $94.4K
|
50.8K
$2.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.61K+ 27.5% |
$86.5K - $92.9K
|
12.1K
$594K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.6K+ 11.69% |
$86.4K - $92.7K
|
24.9K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.6K+ 16.68% |
$86.3K - $92.6K
|
18.2K
$894K
|