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 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
259K+ 43.8% |
$8.15M - $9.78M
|
851K
$41.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
255K+ 2198.65% |
$8.02M - $9.62M
|
267K
$13.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
252K+ 1495.93% |
$7.92M - $9.49M
|
268K
$13.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
238KNew |
$7.48M - $8.97M
|
238K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
230KNew |
$7.25M - $8.69M
|
230K
$11.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
213K+ 338.84% |
$6.71M - $8.05M
|
276K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
202K+ 61.67% |
$6.34M - $7.6M
|
528K
$25.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
196KNew |
$6.16M - $7.38M
|
196K
$9.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
192K+ 101.65% |
$6.04M - $7.25M
|
381K
$18.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
192K+ 6461.49% |
$6.04M - $7.25M
|
195K
$9.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
191KNew |
$6.02M - $7.22M
|
191K
$9.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
168KNew |
$5.3M - $6.35M
|
168K
$8.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
166K+ 16.55% |
$5.21M - $6.24M
|
1.17M
$57.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
162KNew |
$5.1M - $6.12M
|
162K
$7.95M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
151K+ 145.27% |
$4.76M - $5.7M
|
255K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
150KNew |
$4.71M - $5.65M
|
150K
$7.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
148KNew |
$4.66M - $5.59M
|
148K
$7.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
147KNew |
$4.61M - $5.53M
|
147K
$7.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
145KNew |
$4.57M - $5.48M
|
145K
$7.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
145K+ 399.87% |
$4.56M - $5.47M
|
181K
$8.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
145KNew |
$4.55M - $5.46M
|
145K
$7.09M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
143KNew |
$4.5M - $5.39M
|
143K
$7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
140K+ 16.62% |
$4.39M - $5.27M
|
980K
$48M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
133KNew |
$4.2M - $5.03M
|
133K
$6.54M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
126KNew |
$3.97M - $4.76M
|
126K
$6.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
125K+ 22.12% |
$3.94M - $4.73M
|
692K
$33.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
124KNew |
$3.91M - $4.69M
|
124K
$6.09M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
121K+ 68.12% |
$3.8M - $4.55M
|
298K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
120K+ 21.82% |
$3.78M - $4.53M
|
671K
$32.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
118KNew |
$3.73M - $4.47M
|
118K
$5.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
115K+ 78.12% |
$3.61M - $4.33M
|
262K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
111KNew |
$3.5M - $4.2M
|
111K
$5.45M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
106K+ 354733.34% |
$3.35M - $4.01M
|
106K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
105K+ 37.49% |
$3.31M - $3.97M
|
386K
$18.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
102K+ 1545.98% |
$3.21M - $3.85M
|
109K
$5.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
100K+ 517.4% |
$3.15M - $3.78M
|
120K
$5.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
99.1K+ 165.54% |
$3.12M - $3.74M
|
159K
$7.78M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
98.3K+ 290.53% |
$3.09M - $3.71M
|
132K
$6.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
96.6KNew |
$3.04M - $3.65M
|
96.6K
$4.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
95.7K+ 38.86% |
$3.01M - $3.61M
|
342K
$16.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
94.8KNew |
$2.98M - $3.58M
|
94.8K
$4.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
94.7K+ 22.29% |
$2.98M - $3.57M
|
520K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
91K+ 4801.0% |
$2.86M - $3.43M
|
92.9K
$4.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
87.8K+ 90.16% |
$2.76M - $3.31M
|
185K
$9.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
87.7KNew |
$2.76M - $3.31M
|
87.7K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
87.5K+ 11.93% |
$2.75M - $3.3M
|
821K
$40.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
86.4K+ 49.71% |
$2.72M - $3.26M
|
260K
$12.8M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
85.2KNew |
$2.68M - $3.21M
|
85.2K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
84.5K+ 1349.65% |
$2.66M - $3.19M
|
90.8K
$4.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
82.9K+ 455.1% |
$2.61M - $3.13M
|
101K
$4.95M
|