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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.58K+ 0.95% |
$49.6K - $59.5K
|
168K
$8.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.57K+ 8.27% |
$49.2K - $59K
|
20.5K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.52K+ 5.94% |
$47.9K - $57.4K
|
27.2K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.47K+ 24.75% |
$46.3K - $55.5K
|
7.42K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.45K+ 0.35% |
$45.6K - $54.7K
|
414K
$20.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.42K+ 88.83% |
$44.8K - $53.7K
|
3.03K
$149K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
1.39K+ 10.35% |
$43.7K - $52.4K
|
14.8K
$727K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 2.2% |
$43.4K - $52K
|
64K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.36K+ 11.58% |
$42.9K - $51.5K
|
13.1K
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.35KNew |
$42.3K - $50.8K
|
1.35K
$66.1K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.34K+ 4.0% |
$42K - $50.4K
|
34.7K
$1.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.32K+ 7.43% |
$41.6K - $49.9K
|
19.1K
$939K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 6.91% |
$40.9K - $49.1K
|
20.1K
$989K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.3K+ 2.74% |
$40.9K - $49K
|
48.6K
$2.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.28K+ 5.94% |
$40.2K - $48.2K
|
22.8K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.26K+ 4.95% |
$39.8K - $47.7K
|
26.8K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.22KNew |
$38.3K - $45.9K
|
1.22K
$59.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.21K+ 5.55% |
$37.9K - $45.5K
|
22.9K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.2K+ 8.61% |
$37.7K - $45.3K
|
15.1K
$744K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.2K+ 8.01% |
$37.6K - $45.1K
|
16.1K
$791K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1.18K+ 149.75% |
$37.1K - $44.5K
|
1.97K
$96.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
1.17K+ 2.48% |
$36.7K - $44K
|
48.2K
$2.37M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.16K+ 38600.0% |
$36.4K - $43.7K
|
1.16K
$57K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.15K+ 1.39% |
$36.1K - $43.3K
|
84K
$4.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.15K+ 16.28% |
$36K - $43.2K
|
8.19K
$402K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.14KNew |
$35.8K - $43K
|
1.14K
$55.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.1K+ 17.24% |
$34.7K - $41.6K
|
7.5K
$368K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.08K+ 3.1% |
$34.1K - $40.9K
|
36K
$1.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.07KNew |
$33.5K - $40.2K
|
1.07K
$52.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.05K+ 3.64% |
$33.1K - $39.6K
|
29.9K
$1.47M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.05K+ 3.64% |
$33.1K - $39.6K
|
29.9K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.04K+ 5.23% |
$32.7K - $39.3K
|
20.9K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 2.99% |
$31.5K - $37.7K
|
34.5K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
986+ 4.11% |
$31K - $37.2K
|
25K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
985+ 0.63% |
$31K - $37.2K
|
157K
$7.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
971+ 14.93% |
$30.5K - $36.6K
|
7.47K
$367K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
955+ 6.6% |
$30K - $36K
|
15.4K
$758K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
943+ 5.44% |
$29.7K - $35.6K
|
18.3K
$897K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
930+ 18.02% |
$29.2K - $35.1K
|
6.09K
$299K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
926New |
$29.1K - $34.9K
|
926
$45.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
917+ 4.3% |
$28.8K - $34.6K
|
22.2K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
916+ 11.85% |
$28.8K - $34.6K
|
8.65K
$425K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
893+ 0.53% |
$28.1K - $33.7K
|
168K
$8.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
889+ 0.26% |
$28K - $33.5K
|
349K
$17.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
874New |
$27.5K - $33K
|
874
$42.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
858New |
$27K - $32.4K
|
858
$42.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
857+ 2.52% |
$27K - $32.3K
|
34.9K
$1.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
855+ 4.6% |
$26.9K - $32.3K
|
19.4K
$955K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
851+ 6.53% |
$26.8K - $32.1K
|
13.9K
$682K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
850+ 36.64% |
$26.7K - $32.1K
|
3.17K
$156K
|