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
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-910- 2.04% |
$28.6K - $34.3K
|
43.6K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-938- 6.16% |
$29.5K - $35.4K
|
14.3K
$702K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-940- 3.65% |
$29.6K - $35.5K
|
24.8K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-943- 5.08% |
$29.7K - $35.6K
|
17.6K
$865K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-946- 3.74% |
$29.8K - $35.7K
|
24.3K
$1.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-968- 0.57% |
$30.4K - $36.5K
|
168K
$8.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-969- 7.09% |
$30.5K - $36.6K
|
12.7K
$624K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-993- 5.51% |
$31.2K - $37.5K
|
17K
$836K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-995- 3.47% |
$31.3K - $37.5K
|
27.7K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1K- 28.57% |
$31.5K - $37.7K
|
2.5K
$123K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1K- 81.9% |
$31.5K - $37.7K
|
221
$10.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1K- 25.0% |
$31.5K - $37.7K
|
3K
$147K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 9.46% |
$31.5K - $37.7K
|
9.57K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.01K- 2.1% |
$31.6K - $37.9K
|
46.8K
$2.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.01K- 11.25% |
$31.7K - $38K
|
7.95K
$390K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.02K- 12.33% |
$32K - $38.3K
|
7.22K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.07K- 4.94% |
$33.6K - $40.3K
|
20.6K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.07K- 13.42% |
$33.8K - $40.5K
|
6.93K
$340K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.08K- 2.87% |
$33.8K - $40.5K
|
36.3K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.12K- 5.55% |
$35.1K - $42.1K
|
19K
$932K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.12K- 0.25% |
$35.1K - $42.1K
|
454K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.12K- 0.41% |
$35.2K - $42.2K
|
269K
$13.2M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.12K- 2.46% |
$35.3K - $42.3K
|
44.5K
$2.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.14K- 9.26% |
$35.9K - $43K
|
11.2K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.14K- 3.97% |
$35.9K - $43.1K
|
27.6K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.15K- 20.86% |
$36.1K - $43.3K
|
4.36K
$214K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.16K- 17.41% |
$36.4K - $43.6K
|
5.49K
$269K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.18K- 13.05% |
$37K - $44.4K
|
7.84K
$385K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.18K- 1.86% |
$37.2K - $44.6K
|
62.2K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.2K- 18.39% |
$37.7K - $45.2K
|
5.32K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.2K- 3.53% |
$37.8K - $45.4K
|
32.8K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 7.55% |
$38.1K - $45.7K
|
14.8K
$729K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.23K- 5.0% |
$38.5K - $46.2K
|
23.3K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 7.91% |
$38.7K - $46.5K
|
14.3K
$704K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.25K- 0.65% |
$39.2K - $47.1K
|
191K
$9.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.26K- 2.13% |
$39.6K - $47.5K
|
57.8K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.27K- 1.25% |
$40.1K - $48.1K
|
101K
$4.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.28K- 18.04% |
$40.3K - $48.3K
|
5.82K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.29K- 5.17% |
$40.7K - $48.8K
|
23.7K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-1.3K- 5.18% |
$40.7K - $48.8K
|
23.7K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.3K- 1.96% |
$40.9K - $49K
|
65K
$3.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.32K- 1.11% |
$41.6K - $49.9K
|
118K
$5.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 2.73% |
$41.8K - $50.1K
|
47.3K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.34K- 3.64% |
$42K - $50.4K
|
35.4K
$1.74M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.35K- 6.01% |
$42.3K - $50.7K
|
21K
$1.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.35K- 10.43% |
$42.6K - $51K
|
11.6K
$571K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 8.66% |
$42.9K - $51.4K
|
14.4K
$706K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.48K- 2.75% |
$46.5K - $55.7K
|
52.3K
$2.57M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.51K- 5.77% |
$47.5K - $56.9K
|
24.7K
$1.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.52K- 11.24% |
$47.7K - $57.3K
|
12K
$589K
|