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 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.05K+ 5.17% |
$34.9K - $37.4K
|
21.4K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1.04K+ 0.07% |
$34.6K - $37.2K
|
1.5M
$73.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.86% |
$34.6K - $37.1K
|
57.1K
$2.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.04K+ 11.24% |
$34.5K - $37K
|
10.3K
$505K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.01KNew |
$33.4K - $35.8K
|
1.01K
$49.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.01K+ 9.8% |
$33.3K - $35.8K
|
11.3K
$553K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1K+ 0.72% |
$33.3K - $35.7K
|
140K
$6.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
983New |
$32.6K - $35K
|
983
$48.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
956+ 5.72% |
$31.7K - $34K
|
17.7K
$868K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
938+ 6.56% |
$31.1K - $33.4K
|
15.2K
$748K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
936+ 6.42% |
$31K - $33.3K
|
15.5K
$762K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
920+ 0.81% |
$30.5K - $32.8K
|
114K
$5.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
908+ 12.03% |
$30.1K - $32.3K
|
8.46K
$415K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
889+ 0.82% |
$29.5K - $31.6K
|
110K
$5.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
882+ 16.39% |
$29.3K - $31.4K
|
6.26K
$308K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
877+ 16.99% |
$29.1K - $31.2K
|
6.04K
$297K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
860+ 0.96% |
$28.5K - $30.6K
|
90.3K
$4.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
850+ 13.6% |
$28.2K - $30.3K
|
7.1K
$349K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
842+ 1.91% |
$27.9K - $30K
|
45K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
841+ 5.98% |
$27.9K - $29.9K
|
14.9K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
840+ 1.87% |
$27.9K - $29.9K
|
45.7K
$2.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
832+ 0.68% |
$27.6K - $29.6K
|
122K
$6.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
832+ 13.3% |
$27.6K - $29.6K
|
7.09K
$348K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
831+ 1.77% |
$27.6K - $29.6K
|
47.8K
$2.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
829+ 49.23% |
$27.5K - $29.5K
|
2.51K
$123K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
816+ 8.59% |
$27.1K - $29K
|
10.3K
$507K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
811New |
$26.9K - $28.9K
|
811
$39.8K
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
806+ 1.71% |
$26.7K - $28.7K
|
47.8K
$2.35M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
788New |
$26.1K - $28.1K
|
788
$38.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
786+ 6.23% |
$26.1K - $28K
|
13.4K
$659K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
775+ 7.06% |
$25.7K - $27.6K
|
11.8K
$577K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
750New |
$24.9K - $26.7K
|
750
$36.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
730+ 6.97% |
$24.2K - $26K
|
11.2K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
727New |
$24.1K - $25.9K
|
727
$35.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
714+ 1.07% |
$23.7K - $25.4K
|
67.3K
$3.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
705+ 11.21% |
$23.4K - $25.1K
|
6.99K
$343K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
703+ 2.18% |
$23.3K - $25K
|
32.9K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
700+ 2.14% |
$23.2K - $24.9K
|
33.5K
$1.64M
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
671+ 1.06% |
$22.3K - $23.9K
|
63.8K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
668+ 9.85% |
$22.2K - $23.8K
|
7.45K
$366K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
653+ 5.94% |
$21.7K - $23.2K
|
11.7K
$572K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
642+ 4.43% |
$21.3K - $22.9K
|
15.1K
$744K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
640+ 4.23% |
$21.2K - $22.8K
|
15.8K
$774K
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
640+ 1.33% |
$21.2K - $22.8K
|
48.6K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
615+ 1.76% |
$20.4K - $21.9K
|
35.6K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
605+ 3.0% |
$20.1K - $21.5K
|
20.8K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
593New |
$19.7K - $21.1K
|
593
$29.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
579+ 8.13% |
$19.2K - $20.6K
|
7.7K
$378K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
550+ 1.07% |
$18.2K - $19.6K
|
52K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
550+ 7.54% |
$18.2K - $19.6K
|
7.85K
$385K
|