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 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-15K- 51.8% |
$470K - $564K
|
13.9K
$649K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-15K- 10.14% |
$471K - $565K
|
133K
$6.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15.3K- 17.29% |
$481K - $577K
|
73.2K
$3.41M
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-15.4K- 6.41% |
$485K - $581K
|
225K
$10.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15.6K- 48.02% |
$491K - $589K
|
16.9K
$789K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-16.1K- 72.83% |
$506K - $606K
|
6K
$280K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-16.2K- 10.55% |
$510K - $611K
|
137K
$6.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.3K- 30.38% |
$513K - $615K
|
37.4K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-16.5K- 34.26% |
$520K - $623K
|
31.7K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-16.8K- 54.47% |
$530K - $635K
|
14.1K
$657K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-16.9K- 44.87% |
$532K - $638K
|
20.8K
$969K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.2K- 7.98% |
$573K - $687K
|
210K
$9.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-18.8K- 62.88% |
$590K - $707K
|
11.1K
$516K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-19.1K- 56.12% |
$600K - $720K
|
14.9K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-19.7K- 23.99% |
$618K - $741K
|
62.3K
$2.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-20.4K- 70.71% |
$643K - $771K
|
8.47K
$395K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-20.7K- 7.37% |
$650K - $780K
|
260K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-21K- 20.4% |
$659K - $791K
|
81.8K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21K- 8.43% |
$660K - $792K
|
228K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21.2K- 99.63% |
$665K - $798K
|
78
$3.64K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-21.5K- 4.11% |
$675K - $809K
|
500K
$23.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-21.5K- 17.9% |
$675K - $810K
|
98.5K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-21.8K- 23.73% |
$685K - $821K
|
70K
$3.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.3K- 1.92% |
$703K - $843K
|
1.14M
$53.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.5K- 0.73% |
$707K - $848K
|
3.07M
$143M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-25.3K- 25.43% |
$795K - $954K
|
74.2K
$3.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-26.7K- 49.76% |
$839K - $1.01M
|
27K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-27K- 74.38% |
$850K - $1.02M
|
9.31K
$434K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-28K- 74.09% |
$881K - $1.06M
|
9.8K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.3K- 3.28% |
$891K - $1.07M
|
835K
$38.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-28.6K- 28.86% |
$900K - $1.08M
|
70.5K
$3.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-29.9K- 36.32% |
$939K - $1.13M
|
52.4K
$2.44M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-29.9K- 53.56% |
$940K - $1.13M
|
25.9K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-31.7K- 56.61% |
$997K - $1.2M
|
24.3K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-32.9K- 39.76% |
$1.03M - $1.24M
|
49.8K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-34.9K- 2.21% |
$1.1M - $1.31M
|
1.54M
$71.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36.6K- 6.41% |
$1.15M - $1.38M
|
535K
$24.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-36.7K- 7.96% |
$1.15M - $1.38M
|
424K
$19.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-36.9K- 65.07% |
$1.16M - $1.39M
|
19.8K
$925K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-37.3K- 52.91% |
$1.17M - $1.41M
|
33.2K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-38.8K- 17.3% |
$1.22M - $1.46M
|
186K
$8.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-38.9K- 86.51% |
$1.22M - $1.47M
|
6.07K
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-40K- 8.9% |
$1.26M - $1.51M
|
410K
$19.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40.1K- 33.13% |
$1.26M - $1.51M
|
81K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-40.5K- 10.06% |
$1.27M - $1.53M
|
362K
$16.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.5K- 1.54% |
$1.31M - $1.57M
|
2.65M
$124M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-43.2K- 68.63% |
$1.36M - $1.63M
|
19.8K
$921K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-44.4K- 62.98% |
$1.4M - $1.67M
|
26.1K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-46.6K- 44.33% |
$1.47M - $1.76M
|
58.5K
$2.73M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-47K- 2.98% |
$1.48M - $1.77M
|
1.53M
$71.3M
|