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 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.05% |
$94.4 - $113
|
6.09K
$299K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$94.4 - $113
|
3
$147
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.07% |
$62.9 - $75.4
|
2.96K
$145K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.0% |
$62.9 - $75.4
|
73.6K
$3.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.14% |
$62.9 - $75.4
|
1.4K
$68.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.02% |
$62.9 - $75.4
|
10.4K
$508K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.02% |
$62.9 - $75.4
|
9.59K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.15% |
$62.9 - $75.4
|
1.31K
$64.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2New |
$62.9 - $75.4
|
2
$98.2
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.41% |
$62.9 - $75.4
|
492
$24.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.11% |
$31.5 - $37.7
|
873
$42.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.01% |
$31.5 - $37.7
|
8.17K
$401K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$31.5 - $37.7
|
1.11K
$54.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1+ 0.03% |
$31.5 - $37.7
|
3.82K
$188K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$31.5 - $37.7
|
11.2K
$549K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$31.5 - $37.7
|
283
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.09% |
$31.5 - $37.7
|
1.17K
$57.4K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1+ 0.01% |
$31.5 - $37.7
|
11.5K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.09% |
$31.5 - $37.7
|
1.1K
$54.2K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.67% |
$31.5 - $37.7
|
61
$3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 37.5% |
$94.4 - $113
|
5
$246
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-4- 0.04% |
$126 - $151
|
10.4K
$513K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 0.68% |
$189 - $226
|
879
$43.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-8- 0.04% |
$252 - $302
|
21K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-9- 0.08% |
$283 - $339
|
11.3K
$553K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9- 1.35% |
$283 - $339
|
657
$32.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 0.49% |
$315 - $377
|
2.05K
$100K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11Closed |
$346 - $415
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12- 0.02% |
$377 - $453
|
50.8K
$2.49M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-14- 0.06% |
$440 - $528
|
22.7K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-20- 0.3% |
$629 - $754
|
6.61K
$324K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-21- 0.04% |
$660 - $792
|
52.3K
$2.57M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-22- 0.11% |
$692 - $830
|
20.1K
$986K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-23- 60.53% |
$723 - $868
|
15
$737
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-25- 0.11% |
$786 - $943
|
22.2K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-25- 0.1% |
$786 - $943
|
23.9K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-39- 0.18% |
$1.23K - $1.47K
|
21.3K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-42- 0.24% |
$1.32K - $1.58K
|
17.4K
$855K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-44- 0.33% |
$1.38K - $1.66K
|
13.2K
$650K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-45- 0.37% |
$1.42K - $1.7K
|
12.2K
$599K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-48- 0.26% |
$1.51K - $1.81K
|
18.5K
$909K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-48- 0.78% |
$1.51K - $1.81K
|
6.11K
$300K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-50- 0.62% |
$1.57K - $1.89K
|
8.04K
$395K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 50.0% |
$1.57K - $1.89K
|
50
$2.46K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 0.95% |
$1.57K - $1.89K
|
5.22K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-50- 0.79% |
$1.57K - $1.89K
|
6.29K
$309K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.18% |
$1.6K - $1.92K
|
28.9K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-51- 20.4% |
$1.6K - $1.92K
|
199
$9.77K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-52- 0.52% |
$1.64K - $1.96K
|
9.94K
$488K
|