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 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
363+ 95.78% |
$11.4K - $13.7K
|
742
$36.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
348+ 1.59% |
$10.9K - $13.1K
|
22.2K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
346+ 4.1% |
$10.9K - $13.1K
|
8.79K
$432K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
345+ 0.47% |
$10.9K - $13K
|
73.7K
$3.62M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
340+ 0.95% |
$10.7K - $12.8K
|
36K
$1.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
316+ 10.36% |
$9.94K - $11.9K
|
3.37K
$165K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
300New |
$9.44K - $11.3K
|
300
$14.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
296+ 2.35% |
$9.31K - $11.2K
|
12.9K
$634K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
293+ 0.57% |
$9.21K - $11.1K
|
51.3K
$2.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
284+ 0.33% |
$8.93K - $10.7K
|
87.5K
$4.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
270New |
$8.49K - $10.2K
|
270
$13.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
252+ 84.0% |
$7.93K - $9.51K
|
552
$27.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
252+ 1.77% |
$7.93K - $9.51K
|
14.5K
$712K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
250New |
$7.86K - $9.43K
|
250
$12.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
235+ 1.63% |
$7.39K - $8.86K
|
14.7K
$720K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
233+ 2.51% |
$7.33K - $8.79K
|
9.53K
$468K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
222+ 0.16% |
$6.98K - $8.37K
|
135K
$6.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
217New |
$6.82K - $8.19K
|
217
$10.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
216+ 2.66% |
$6.79K - $8.15K
|
8.33K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
201+ 0.54% |
$6.32K - $7.58K
|
37.7K
$1.85M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
198New |
$6.23K - $7.47K
|
198
$9.72K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
172+ 1.48% |
$5.41K - $6.49K
|
11.8K
$581K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
159+ 1.5% |
$5K - $6K
|
10.8K
$529K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
153New |
$4.81K - $5.77K
|
153
$7.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
145+ 0.29% |
$4.56K - $5.47K
|
50.4K
$2.48M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
144+ 100.0% |
$4.53K - $5.43K
|
288
$14.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
142+ 0.41% |
$4.47K - $5.36K
|
34.7K
$1.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
138+ 0.37% |
$4.34K - $5.21K
|
37.3K
$1.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
138+ 0.05% |
$4.34K - $5.21K
|
298K
$14.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
137+ 1.41% |
$4.31K - $5.17K
|
9.87K
$485K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
136+ 0.64% |
$4.28K - $5.13K
|
21.3K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
131+ 1.78% |
$4.12K - $4.94K
|
7.49K
$368K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
126+ 0.11% |
$3.96K - $4.75K
|
117K
$5.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
120+ 2.26% |
$3.77K - $4.53K
|
5.42K
$266K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
116+ 1.87% |
$3.65K - $4.38K
|
6.33K
$311K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
115+ 0.4% |
$3.62K - $4.34K
|
28.7K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
107+ 1.41% |
$3.37K - $4.04K
|
7.71K
$378K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
107+ 1.46% |
$3.37K - $4.04K
|
7.46K
$366K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
104New |
$3.27K - $3.92K
|
104
$5.11K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100+ 13.68% |
$3.15K - $3.77K
|
831
$40.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
100+ 1.55% |
$3.15K - $3.77K
|
6.55K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
98+ 0.31% |
$3.08K - $3.7K
|
31.5K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
95+ 0.26% |
$2.99K - $3.58K
|
36.5K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
92+ 1.09% |
$2.89K - $3.47K
|
8.55K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
91+ 0.36% |
$2.86K - $3.43K
|
25.5K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
90New |
$2.83K - $3.39K
|
90
$4.42K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
87+ 8.73% |
$2.74K - $3.28K
|
1.08K
$53.2K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
87+ 0.76% |
$2.74K - $3.28K
|
11.5K
$563K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
82+ 0.23% |
$2.58K - $3.09K
|
35.6K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
79+ 0.52% |
$2.48K - $2.98K
|
15.4K
$756K
|