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 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-2.75K- 2.41% |
$86.6K - $104K
|
111K
$5.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.77K- 4.68% |
$87.1K - $105K
|
56.5K
$2.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.8K- 6.67% |
$88.1K - $106K
|
39.2K
$1.92M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.82K- 0.96% |
$88.5K - $106K
|
291K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.93K- 35.45% |
$92K - $110K
|
5.33K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.95K- 8.63% |
$92.8K - $111K
|
31.3K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.96K- 7.64% |
$92.9K - $111K
|
35.7K
$1.75M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-2.97K- 10.29% |
$93.4K - $112K
|
25.9K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.99K- 3.97% |
$94.1K - $113K
|
72.4K
$3.56M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.99K- 11.73% |
$94.1K - $113K
|
22.5K
$1.11M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3K- 67.64% |
$94.4K - $113K
|
1.44K
$70.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-3K- 2.36% |
$94.5K - $113K
|
124K
$6.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.05K- 3.86% |
$95.8K - $115K
|
75.9K
$3.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.07K- 17.71% |
$96.5K - $116K
|
14.3K
$700K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-3.07K- 1.11% |
$96.6K - $116K
|
275K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.09K- 4.85% |
$97.1K - $116K
|
60.5K
$2.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-3.1K- 19.67% |
$97.5K - $117K
|
12.7K
$622K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-3.12K- 19.6% |
$98.1K - $118K
|
12.8K
$628K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.12K- 6.17% |
$98.2K - $118K
|
47.4K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.15K- 17.19% |
$99K - $119K
|
15.2K
$745K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.16K- 40.76% |
$99.3K - $119K
|
4.59K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.16K- 40.76% |
$99.3K - $119K
|
4.59K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.17K- 7.82% |
$99.7K - $120K
|
37.4K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.18K- 2.89% |
$99.9K - $120K
|
107K
$5.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.22K- 10.68% |
$101K - $121K
|
26.9K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.27K- 2.97% |
$103K - $123K
|
107K
$5.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.3K- 2.69% |
$104K - $124K
|
119K
$5.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.31K- 6.48% |
$104K - $125K
|
47.8K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.36K- 3.74% |
$106K - $127K
|
86.7K
$4.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.38K- 15.04% |
$106K - $128K
|
19.1K
$939K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.4K- 37.53% |
$107K - $128K
|
5.66K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.42K- 13.55% |
$107K - $129K
|
21.8K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.56K- 14.09% |
$112K - $134K
|
21.7K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.59K- 16.63% |
$113K - $135K
|
18K
$883K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.73KClosed |
$117K - $141K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-3.76K- 6.68% |
$118K - $142K
|
52.6K
$2.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.88K- 13.35% |
$122K - $146K
|
25.2K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.93K- 26.12% |
$124K - $148K
|
11.1K
$546K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.98K- 10.98% |
$125K - $150K
|
32.2K
$1.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.12K- 30.86% |
$129K - $155K
|
9.22K
$453K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-4.12K- 33.7% |
$129K - $155K
|
8.1K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.12K- 13.78% |
$130K - $155K
|
25.8K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4.17K- 98.0% |
$131K - $157K
|
85
$4.17K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.2K- 5.37% |
$132K - $158K
|
74K
$3.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-4.2K- 18.23% |
$132K - $159K
|
18.9K
$926K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-4.23K- 3.16% |
$133K - $159K
|
129K
$6.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.24K- 1.59% |
$133K - $160K
|
262K
$12.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.3K- 4.84% |
$135K - $162K
|
84.5K
$4.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.34K- 5.26% |
$136K - $164K
|
78.1K
$3.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.35K- 19.01% |
$137K - $164K
|
18.5K
$911K
|