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
|
Diligent Investors, LLC
|
SELL
|
- |
-247- 1.95% |
$7.77K - $9.32K
|
12.4K
$611K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-248- 2.17% |
$7.8K - $9.35K
|
11.2K
$550K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-249- 0.06% |
$7.83K - $9.39K
|
424K
$20.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-250- 1.11% |
$7.86K - $9.43K
|
22.3K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-266- 1.83% |
$8.37K - $10K
|
14.3K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-267- 14.06% |
$8.4K - $10.1K
|
1.63K
$80.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-272- 0.08% |
$8.55K - $10.3K
|
328K
$16.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-280- 4.25% |
$8.81K - $10.6K
|
6.3K
$310K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-281- 0.75% |
$8.84K - $10.6K
|
37.1K
$1.82M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-287- 14.0% |
$9.03K - $10.8K
|
1.76K
$86.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-298- 1.94% |
$9.37K - $11.2K
|
15K
$738K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-300- 4.23% |
$9.44K - $11.3K
|
6.79K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-305- 3.44% |
$9.59K - $11.5K
|
8.57K
$421K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-307- 2.49% |
$9.66K - $11.6K
|
12K
$590K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-311- 2.6% |
$9.78K - $11.7K
|
11.6K
$572K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-312- 4.16% |
$9.81K - $11.8K
|
7.2K
$353K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-316- 2.53% |
$9.94K - $11.9K
|
12.2K
$597K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-325- 3.13% |
$10.2K - $12.3K
|
10.1K
$494K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-325- 3.19% |
$10.2K - $12.3K
|
9.87K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-333- 1.32% |
$10.5K - $12.6K
|
24.9K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-340- 2.47% |
$10.7K - $12.8K
|
13.4K
$659K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-346- 4.07% |
$10.9K - $13.1K
|
8.15K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-354- 3.08% |
$11.1K - $13.4K
|
11.1K
$547K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-359- 2.3% |
$11.3K - $13.5K
|
15.3K
$749K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-364- 2.35% |
$11.4K - $13.7K
|
15.1K
$744K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-372- 13.36% |
$11.7K - $14K
|
2.41K
$119K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-381- 5.9% |
$12K - $14.4K
|
6.08K
$298K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-386- 6.02% |
$12.1K - $14.6K
|
6.03K
$296K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-399- 14.97% |
$12.5K - $15.1K
|
2.27K
$111K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-400- 4.81% |
$12.6K - $15.1K
|
7.91K
$388K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-407- 3.78% |
$12.8K - $15.4K
|
10.4K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-413- 3.13% |
$13K - $15.6K
|
12.8K
$628K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-417- 5.05% |
$13.1K - $15.7K
|
7.85K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-417- 1.09% |
$13.1K - $15.7K
|
38K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-424- 5.23% |
$13.3K - $16K
|
7.69K
$378K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-427- 1.88% |
$13.4K - $16.1K
|
22.3K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-430- 2.43% |
$13.5K - $16.2K
|
17.3K
$847K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-431- 13.85% |
$13.6K - $16.3K
|
2.68K
$132K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-445- 6.27% |
$14K - $16.8K
|
6.65K
$327K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-450- 0.55% |
$14.2K - $17K
|
81.9K
$4.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-450- 44.07% |
$14.2K - $17K
|
571
$28K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-452- 0.45% |
$14.2K - $17K
|
100K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-473- 0.13% |
$14.9K - $17.8K
|
359K
$17.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-496- 1.72% |
$15.6K - $18.7K
|
28.3K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-500- 5.45% |
$15.7K - $18.9K
|
8.68K
$426K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-500- 0.78% |
$15.7K - $18.9K
|
63.2K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-500- 3.11% |
$15.7K - $18.9K
|
15.6K
$764K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-500- 6.05% |
$15.7K - $18.9K
|
7.77K
$382K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-501- 5.16% |
$15.8K - $18.9K
|
9.21K
$452K
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-512- 0.43% |
$16.1K - $19.3K
|
118K
$5.8M
|