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
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.85K- 22.36% |
$278K - $334K
|
30.7K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.88K- 2.68% |
$279K - $335K
|
323K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-9.06K- 23.09% |
$285K - $342K
|
30.2K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-9.27K- 3.09% |
$292K - $350K
|
291K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.34K- 33.2% |
$294K - $352K
|
18.8K
$923K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-9.37K- 3.11% |
$295K - $354K
|
292K
$14.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-9.38K- 25.32% |
$295K - $354K
|
27.7K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-9.41K- 60.13% |
$296K - $355K
|
6.24K
$306K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.42K- 5.56% |
$296K - $355K
|
160K
$7.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-9.53K- 8.52% |
$300K - $359K
|
102K
$5.02M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.1K- 30.78% |
$316K - $379K
|
22.6K
$1.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.1K- 19.56% |
$316K - $379K
|
41.4K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-10.1K- 12.48% |
$318K - $382K
|
71K
$3.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-10.1K- 1.67% |
$319K - $382K
|
596K
$29.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-10.2K- 3.87% |
$319K - $383K
|
252K
$12.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10.4K- 6.12% |
$327K - $393K
|
160K
$7.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10.5K- 44.13% |
$330K - $395K
|
13.3K
$652K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.6K- 3.78% |
$333K - $400K
|
270K
$13.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.6K- 24.24% |
$335K - $402K
|
33.3K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-10.7K- 16.23% |
$337K - $404K
|
55.2K
$2.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.7K- 8.97% |
$337K - $405K
|
109K
$5.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-10.8K- 41.49% |
$339K - $407K
|
15.2K
$747K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 41.49% |
$339K - $407K
|
15.2K
$747K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11.1K- 2.68% |
$350K - $419K
|
403K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-11.6K- 19.66% |
$365K - $438K
|
47.4K
$2.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.7K- 14.32% |
$367K - $440K
|
69.8K
$3.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.7K- 11.38% |
$368K - $441K
|
91K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-11.9K- 32.1% |
$373K - $447K
|
25.1K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12K- 9.92% |
$376K - $451K
|
109K
$5.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-12.1K- 13.11% |
$382K - $458K
|
80.5K
$3.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-12.2K- 90.58% |
$383K - $460K
|
1.27K
$62.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-12.8K- 8.34% |
$403K - $483K
|
141K
$6.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-13K- 39.29% |
$408K - $490K
|
20.1K
$986K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.3K- 68.82% |
$418K - $501K
|
6.02K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-13.4K- 9.33% |
$422K - $506K
|
130K
$6.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-13.5K- 0.6% |
$423K - $507K
|
2.21M
$109M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13.5K- 42.33% |
$425K - $510K
|
18.4K
$904K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13.5K- 42.33% |
$425K - $510K
|
18.4K
$904K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.7K- 13.17% |
$432K - $518K
|
90.6K
$4.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-14.3K- 72.02% |
$449K - $538K
|
5.54K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.5K- 19.06% |
$455K - $545K
|
61.4K
$3.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-14.5K- 13.77% |
$456K - $547K
|
90.8K
$4.46M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-14.8K- 49.73% |
$466K - $559K
|
15K
$735K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-15K- 51.8% |
$470K - $564K
|
13.9K
$684K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-15K- 10.14% |
$471K - $565K
|
133K
$6.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15.3K- 17.29% |
$481K - $577K
|
73.2K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-15.4K- 6.41% |
$485K - $581K
|
225K
$11M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15.6K- 48.02% |
$491K - $589K
|
16.9K
$831K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-16.1K- 72.83% |
$506K - $606K
|
6K
$295K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-16.2K- 10.55% |
$510K - $611K
|
137K
$6.75M
|