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
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 8.66% |
$42.9K - $51.4K
|
14.4K
$671K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.48K- 2.75% |
$46.5K - $55.7K
|
52.3K
$2.44M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.51K- 5.77% |
$47.5K - $56.9K
|
24.7K
$1.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.52K- 11.24% |
$47.7K - $57.3K
|
12K
$559K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-1.53K- 6.2% |
$48.2K - $57.8K
|
23.2K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.54K- 2.93% |
$48.4K - $58.1K
|
51.1K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.58K- 13.49% |
$49.8K - $59.7K
|
10.1K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.59K- 1.69% |
$50.1K - $60.1K
|
92.8K
$4.33M
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.59K- 10.81% |
$50.1K - $60.1K
|
13.1K
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.6K- 10.29% |
$50.3K - $60.4K
|
14K
$651K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.62K- 3.39% |
$51.1K - $61.3K
|
46.3K
$2.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.67K- 8.39% |
$52.4K - $62.9K
|
18.2K
$849K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.69K- 6.14% |
$53.3K - $63.9K
|
25.9K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.71K- 1.51% |
$53.7K - $64.4K
|
112K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.76K- 25.41% |
$55.2K - $66.2K
|
5.15K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.78K- 17.58% |
$56K - $67.2K
|
8.35K
$390K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.78K- 11.24% |
$56.1K - $67.3K
|
14.1K
$657K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.81K- 2.69% |
$56.8K - $68.2K
|
65.5K
$3.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.85K- 8.47% |
$58.2K - $69.8K
|
20K
$933K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.86K- 60.8% |
$58.4K - $70.1K
|
1.2K
$55.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.86K- 47.02% |
$58.6K - $70.2K
|
2.1K
$97.9K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.86K- 5.94% |
$58.6K - $70.3K
|
29.5K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.88K- 66.24% |
$59K - $70.8K
|
956
$44.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-1.89K- 11.02% |
$59.5K - $71.4K
|
15.3K
$713K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.9K- 25.98% |
$59.8K - $71.7K
|
5.42K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.92K- 16.71% |
$60.4K - $72.4K
|
9.56K
$446K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.95K- 19.55% |
$61.3K - $73.5K
|
8.02K
$374K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.01K- 4.51% |
$63.1K - $75.7K
|
42.5K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.02K- 1.99% |
$63.5K - $76.2K
|
99.4K
$4.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-2.03K- 19.62% |
$64K - $76.7K
|
8.33K
$389K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.07K- 8.72% |
$65.2K - $78.2K
|
21.7K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.11K- 18.74% |
$66.4K - $79.6K
|
9.15K
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.15K- 25.45% |
$67.7K - $81.2K
|
6.31K
$294K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.2K- 11.68% |
$69K - $82.8K
|
16.6K
$774K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.22K- 20.26% |
$69.7K - $83.6K
|
8.73K
$407K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2.24K- 6.58% |
$70.3K - $84.3K
|
31.8K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.25K- 7.88% |
$70.8K - $84.9K
|
26.3K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-2.26K- 15.08% |
$70.9K - $85.1K
|
12.7K
$592K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.32K- 6.24% |
$72.9K - $87.4K
|
34.8K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-2.35K- 13.45% |
$73.9K - $88.6K
|
15.1K
$705K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.35K- 35.14% |
$74K - $88.7K
|
4.34K
$203K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-2.37K- 0.52% |
$74.6K - $89.5K
|
457K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.39K- 1.55% |
$75.2K - $90.2K
|
152K
$7.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.39K- 5.09% |
$75.2K - $90.2K
|
44.6K
$2.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2.4K- 2.26% |
$75.4K - $90.5K
|
104K
$4.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.47K- 9.0% |
$77.7K - $93.1K
|
25K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.47K- 11.9% |
$77.7K - $93.2K
|
18.3K
$853K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.49K- 22.28% |
$78.2K - $93.7K
|
8.67K
$405K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-2.52K- 6.05% |
$79.3K - $95.1K
|
39.1K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.59K- 3.62% |
$81.4K - $97.6K
|
68.9K
$3.21M
|