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 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
835+ 9.17% |
$26.3K - $31.5K
|
9.95K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
804+ 2.5% |
$25.3K - $30.3K
|
33K
$1.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
786+ 2.07% |
$24.7K - $29.6K
|
38.7K
$1.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
785New |
$24.7K - $29.6K
|
785
$38.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
768+ 1.6% |
$24.2K - $29K
|
48.8K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
766+ 0.54% |
$24.1K - $28.9K
|
143K
$7.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
756+ 1.32% |
$23.8K - $28.5K
|
57.9K
$2.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
750+ 5.94% |
$23.6K - $28.3K
|
13.4K
$657K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
684+ 3.36% |
$21.5K - $25.8K
|
21K
$1.03M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
684+ 3.36% |
$21.5K - $25.8K
|
21K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
673+ 1.63% |
$21.2K - $25.4K
|
42K
$2.06M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
668New |
$21K - $25.2K
|
668
$32.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
667+ 17.5% |
$21K - $25.2K
|
4.48K
$220K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
664+ 1.83% |
$20.9K - $25K
|
36.9K
$1.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
651+ 1.2% |
$20.5K - $24.6K
|
55K
$2.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
642+ 9.18% |
$20.2K - $24.2K
|
7.63K
$375K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
627New |
$19.7K - $23.7K
|
627
$30.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
615+ 3.28% |
$19.3K - $23.2K
|
19.4K
$952K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
608+ 3.27% |
$19.1K - $22.9K
|
19.2K
$943K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
601+ 28.26% |
$18.9K - $22.7K
|
2.73K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
600New |
$18.9K - $22.6K
|
600
$29.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
585+ 1.25% |
$18.4K - $22.1K
|
47.3K
$2.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
563+ 9.15% |
$17.7K - $21.2K
|
6.71K
$330K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
557+ 7.48% |
$17.5K - $21K
|
8.01K
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
545+ 151.39% |
$17.1K - $20.6K
|
905
$44.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
536+ 5.0% |
$16.9K - $20.2K
|
11.3K
$553K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
497+ 3.09% |
$15.6K - $18.7K
|
16.6K
$813K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
490+ 38.4% |
$15.4K - $18.5K
|
1.77K
$86.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
489+ 5.79% |
$15.4K - $18.4K
|
8.93K
$439K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
488+ 15.81% |
$15.3K - $18.4K
|
3.57K
$176K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
480New |
$15.1K - $18.1K
|
480
$23.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
474+ 4.61% |
$14.9K - $17.9K
|
10.8K
$528K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
472+ 1.89% |
$14.8K - $17.8K
|
25.4K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
463+ 7.49% |
$14.6K - $17.5K
|
6.64K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
460+ 3.38% |
$14.5K - $17.4K
|
14.1K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
460+ 1.66% |
$14.5K - $17.4K
|
28.1K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
450New |
$14.2K - $17K
|
450
$22.1K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
447+ 0.6% |
$14.1K - $16.9K
|
74.6K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
442+ 0.94% |
$13.9K - $16.7K
|
47.7K
$2.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
434+ 6.55% |
$13.6K - $16.4K
|
7.06K
$347K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
434+ 30.1% |
$13.6K - $16.4K
|
1.88K
$92.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
423+ 2.86% |
$13.3K - $16K
|
15.2K
$748K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
400+ 4.23% |
$12.6K - $15.1K
|
9.86K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
394New |
$12.4K - $14.9K
|
394
$19.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
382+ 0.36% |
$12K - $14.4K
|
108K
$5.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
379+ 4.81% |
$11.9K - $14.3K
|
8.26K
$406K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
379+ 4.69% |
$11.9K - $14.3K
|
8.45K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
376New |
$11.8K - $14.2K
|
376
$18.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
375+ 0.44% |
$11.8K - $14.1K
|
85.3K
$4.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
370+ 6.0% |
$11.6K - $14K
|
6.54K
$321K
|