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
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
533
+ 1.6%
$17.7K - $19K
33.9K $1.67M
Nov 14, 2023 Q3 2023
Davis R M Inc

Portland, ME
BUY
 -
526
+ 6.35%
$17.4K - $18.7K
8.81K $433K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
523
+ 3.63%
$17.3K - $18.6K
15K $734K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
515
New
$17.1K - $18.3K
515 $25.3K
Oct 12, 2023 Q3 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
504
+ 2.86%
$16.7K - $17.9K
18.1K $891K
Oct 26, 2023 Q3 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
501
+ 1.63%
$16.6K - $17.8K
31.2K $1.53M
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
463
+ 2.39%
$15.4K - $16.5K
19.8K $973K
Oct 25, 2023 Q3 2023
Penobscot Wealth Management

BUY
 -
434
+ 1.77%
$14.4K - $15.5K
25K $1.23M
Oct 10, 2023 Q3 2023
Next Level Private LLC

Harrison, NY
BUY
 -
432
+ 0.84%
$14.3K - $15.4K
51.9K $2.55M
Oct 04, 2023 Q3 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
425
+ 2.25%
$14.1K - $15.1K
19.3K $947K
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
405
+ 6.54%
$13.4K - $14.4K
6.6K $324K
Nov 14, 2023 Q3 2023
Macquarie Group LTD

Australia, C3
BUY
 -
404
New
$13.4K - $14.4K
404 $19.8K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
402
+ 2.87%
$13.3K - $14.3K
14.4K $707K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
400
New
$13.3K - $14.2K
400 $19.6K
Nov 14, 2023 Q3 2023
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
369
+ 0.15%
$12.2K - $13.1K
245K $12M
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
367
+ 2.34%
$12.2K - $13.1K
16.1K $789K
Oct 30, 2023 Q3 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
359
+ 0.0%
$11.9K - $12.8K
10.9M $535M
Nov 13, 2023 Q3 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
359
+ 0.88%
$11.9K - $12.8K
41.3K $2.03M
Nov 14, 2023 Q3 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
359
New
$11.9K - $12.8K
359 $17.6K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
341
+ 0.27%
$11.3K - $12.1K
129K $6.31M
Nov 07, 2023 Q3 2023
Ledyard National Bank

BUY
 -
339
+ 0.18%
$11.2K - $12.1K
191K $9.37M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
338
+ 3.06%
$11.2K - $12K
11.4K $559K
Oct 31, 2023 Q3 2023
Byrne Asset Management LLC

BUY
 -
335
+ 12.13%
$11.1K - $11.9K
3.1K $152K
Nov 15, 2023 Q3 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
326
+ 5.28%
$10.8K - $11.6K
6.5K $319K
Nov 06, 2023 Q3 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
324
+ 0.19%
$10.7K - $11.5K
167K $8.21M
Oct 30, 2023 Q3 2023
Wp Advisors, LLC

BUY
 -
321
+ 0.44%
$10.6K - $11.4K
73.4K $3.6M
Oct 13, 2023 Q3 2023
Tennessee Valley Asset Management Partners

BUY
 -
319
+ 3.26%
$10.6K - $11.4K
10.1K $496K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
316
New
$10.5K - $11.2K
316 $15.5K
Oct 30, 2023 Q3 2023
Exchange Capital Management, Inc.

BUY
 -
316
+ 2.6%
$10.5K - $11.2K
12.5K $612K
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
315
+ 1.53%
$10.4K - $11.2K
20.9K $1.03M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
313
+ 2.79%
$10.4K - $11.1K
11.5K $566K
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
309
+ 1.67%
$10.2K - $11K
18.8K $925K
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
304
+ 2.91%
$10.1K - $10.8K
10.8K $528K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
292
+ 1.6%
$9.69K - $10.4K
18.6K $911K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
288
+ 32.73%
$9.55K - $10.3K
1.17K $57.4K
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
287
+ 4.41%
$9.52K - $10.2K
6.8K $334K
Nov 14, 2023 Q3 2023
American Financial Advisors, LLC

BUY
 -
282
+ 1.26%
$9.35K - $10K
22.7K $1.12M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
280
+ 3.83%
$9.29K - $9.97K
7.6K $373K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
272
+ 5.41%
$9.02K - $9.68K
5.3K $260K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
266
+ 12.64%
$8.82K - $9.47K
2.37K $116K
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
265
+ 19.82%
$8.79K - $9.43K
1.6K $78.7K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
264
+ 0.28%
$8.76K - $9.4K
96.1K $4.72M
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
261
+ 0.73%
$8.66K - $9.29K
36.1K $1.77M
Nov 08, 2023 Q3 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
253
New
$8.39K - $9.01K
253 $12.4K
Oct 20, 2023 Q3 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
252
+ 0.54%
$8.36K - $8.97K
47.3K $2.32M
Nov 09, 2023 Q3 2023
Wespac Advisors So Cal, LLC

BUY
 -
231
+ 0.92%
$7.66K - $8.22K
25.3K $1.24M
Oct 10, 2023 Q3 2023
Successful Portfolios LLC

BUY
 -
229
+ 0.71%
$7.6K - $8.15K
32.6K $1.6M
Nov 21, 2023 Q3 2023
Braun Stacey Associates Inc

BUY
 -
215
+ 2.21%
$7.13K - $7.65K
9.97K $489K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
211
+ 23.65%
$7K - $7.51K
1.1K $54.2K

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