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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-519- 2.09% |
$16.3K - $19.6K
|
24.4K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-526- 5.97% |
$16.5K - $19.8K
|
8.29K
$407K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-531- 0.83% |
$16.7K - $20K
|
63.3K
$3.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-534- 2.09% |
$16.8K - $20.1K
|
25K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-535- 0.79% |
$16.8K - $20.2K
|
66.9K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-551- 0.88% |
$17.3K - $20.8K
|
61.7K
$3.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-560- 1.08% |
$17.6K - $21.1K
|
51.4K
$2.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-564- 2.2% |
$17.7K - $21.3K
|
25.1K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-565- 0.93% |
$17.8K - $21.3K
|
60.2K
$2.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-580- 0.42% |
$18.2K - $21.9K
|
138K
$6.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-582- 88.58% |
$18.3K - $22K
|
75
$3.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-589- 0.34% |
$18.5K - $22.2K
|
171K
$8.42M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-589- 2.39% |
$18.5K - $22.2K
|
24.1K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-601- 23.11% |
$18.9K - $22.7K
|
2K
$98.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-604- 1.5% |
$19K - $22.8K
|
39.7K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-621- 4.05% |
$19.5K - $23.4K
|
14.7K
$723K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-628- 2.95% |
$19.8K - $23.7K
|
20.6K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-630- 0.21% |
$19.8K - $23.8K
|
302K
$14.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-632- 8.05% |
$19.9K - $23.8K
|
7.22K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-635- 3.03% |
$20K - $24K
|
20.3K
$998K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-643- 3.33% |
$20.2K - $24.3K
|
18.7K
$918K
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-649- 6.73% |
$20.4K - $24.5K
|
8.99K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-656- 1.37% |
$20.6K - $24.7K
|
47.2K
$2.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-658- 3.41% |
$20.7K - $24.8K
|
18.6K
$915K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-660- 15.71% |
$20.8K - $24.9K
|
3.54K
$174K
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-685- 1.6% |
$21.5K - $25.8K
|
42K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-685- 7.61% |
$21.5K - $25.8K
|
8.31K
$408K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-696- 27.7% |
$21.9K - $26.3K
|
1.82K
$89.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-697- 9.04% |
$21.9K - $26.3K
|
7.02K
$345K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-723- 2.24% |
$22.7K - $27.3K
|
31.5K
$1.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-724- 9.76% |
$22.8K - $27.3K
|
6.7K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-729- 6.88% |
$22.9K - $27.5K
|
9.87K
$485K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-730- 2.21% |
$23K - $27.5K
|
32.3K
$1.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-749- 7.26% |
$23.6K - $28.3K
|
9.57K
$470K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-757- 5.92% |
$23.8K - $28.6K
|
12K
$591K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-762- 7.35% |
$24K - $28.7K
|
9.61K
$472K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-773- 0.6% |
$24.3K - $29.2K
|
128K
$6.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-776- 6.71% |
$24.4K - $29.3K
|
10.8K
$530K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-778- 7.38% |
$24.5K - $29.3K
|
9.77K
$480K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-778- 9.66% |
$24.5K - $29.3K
|
7.27K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-794- 2.74% |
$25K - $29.9K
|
28.2K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-821- 2.97% |
$25.8K - $31K
|
26.8K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-831- 4.94% |
$26.1K - $31.3K
|
16K
$786K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-841- 6.69% |
$26.4K - $31.7K
|
11.7K
$576K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-853- 1.35% |
$26.8K - $32.2K
|
62.6K
$3.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-867- 2.4% |
$27.3K - $32.7K
|
35.2K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-870- 6.07% |
$27.4K - $32.8K
|
13.5K
$661K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-885- 7.01% |
$27.8K - $33.4K
|
11.7K
$576K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-893- 4.94% |
$28.1K - $33.7K
|
17.2K
$843K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-906- 1.05% |
$28.5K - $34.2K
|
85.4K
$4.19M
|