Purchases and Sales Made in Q4 2023 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2.64K+ 1.46% |
$82.9K - $99.4K
|
184K
$9.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
2.63K+ 34.01% |
$82.8K - $99.3K
|
10.4K
$509K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.57K+ 3.67% |
$80.7K - $96.8K
|
72.5K
$3.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.55K+ 16.67% |
$80.3K - $96.3K
|
17.9K
$877K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.54K+ 1.81% |
$79.8K - $95.7K
|
143K
$7.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.53KNew |
$79.6K - $95.5K
|
2.53K
$124K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.51K+ 1.3% |
$78.9K - $94.7K
|
195K
$9.59M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
2.41K+ 1.79% |
$75.7K - $90.8K
|
137K
$6.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.37K+ 4.12% |
$74.6K - $89.5K
|
59.9K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
2.36K+ 3.86% |
$74.2K - $88.9K
|
63.4K
$3.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.35K+ 127.69% |
$74K - $88.7K
|
4.19K
$206K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.34K+ 17.27% |
$73.7K - $88.4K
|
15.9K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.33K+ 3.57% |
$73.3K - $87.9K
|
67.6K
$3.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.31K+ 1.65% |
$72.5K - $86.9K
|
142K
$6.98M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.29K+ 3.29% |
$72K - $86.3K
|
72K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.27K+ 2.12% |
$71.4K - $85.7K
|
110K
$5.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.22K+ 1.55% |
$69.9K - $83.8K
|
145K
$7.13M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
2.16K+ 4.73% |
$67.8K - $81.3K
|
47.7K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.15K+ 7.18% |
$67.7K - $81.2K
|
32.2K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.09K+ 7.77% |
$65.7K - $78.8K
|
29K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.09K+ 20.4% |
$65.6K - $78.7K
|
12.3K
$605K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2K+ 8.0% |
$62.9K - $75.4K
|
27K
$1.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 14.53% |
$62.2K - $74.6K
|
15.6K
$765K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.95K+ 7.0% |
$61.3K - $73.6K
|
29.8K
$1.46M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.95KNew |
$61.3K - $73.5K
|
1.95K
$95.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.93K+ 2.85% |
$60.5K - $72.6K
|
69.4K
$3.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.89KNew |
$59.4K - $71.3K
|
1.89K
$92.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
1.86K+ 2.75% |
$58.6K - $70.3K
|
69.6K
$3.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
1.85K+ 18.52% |
$58.1K - $69.6K
|
11.8K
$580K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.85K+ 21.48% |
$58K - $69.6K
|
10.4K
$513K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.84KNew |
$57.7K - $69.2K
|
1.84K
$90.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.83K+ 2.24% |
$57.7K - $69.2K
|
83.7K
$4.11M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.83K+ 26.65% |
$57.6K - $69.1K
|
8.71K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.83K+ 0.42% |
$57.6K - $69.1K
|
442K
$21.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.82K+ 8.28% |
$57.3K - $68.7K
|
23.8K
$1.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.81K+ 8.45% |
$56.8K - $68.1K
|
23.2K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.8K+ 12.63% |
$56.6K - $67.9K
|
16.1K
$788K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.73K+ 5.31% |
$54.3K - $65.2K
|
34.3K
$1.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.72K+ 18.9% |
$54K - $64.8K
|
10.8K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.71K+ 745.22% |
$53.9K - $64.7K
|
1.94K
$95.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.71KNew |
$53.6K - $64.3K
|
1.71K
$83.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.69K+ 16.05% |
$53.2K - $63.8K
|
12.2K
$601K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.67K+ 13.92% |
$52.5K - $63K
|
13.7K
$671K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.66K+ 114.25% |
$52.2K - $62.6K
|
3.11K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.64KNew |
$51.7K - $62K
|
1.64K
$80.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.63KNew |
$51.2K - $61.4K
|
1.63K
$80K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.62K+ 0.97% |
$50.9K - $61.1K
|
169K
$8.29M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.61K+ 15.29% |
$50.7K - $60.8K
|
12.2K
$597K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.6K+ 1.33% |
$50.2K - $60.2K
|
122K
$5.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.58K+ 1.32% |
$49.8K - $59.7K
|
121K
$5.94M
|