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
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-60K- 83.97% |
$1.89M - $2.26M
|
11.5K
$561K
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-60.6K- 24.77% |
$1.91M - $2.29M
|
184K
$9.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-60.8K- 84.64% |
$1.91M - $2.29M
|
11K
$541K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-60.9K- 63.4% |
$1.92M - $2.3M
|
35.2K
$1.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-65.4K- 37.29% |
$2.06M - $2.47M
|
110K
$5.39M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-72.5KClosed |
$2.28M - $2.73M
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-73.4K- 7.3% |
$2.31M - $2.77M
|
932K
$45.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-74.7K- 13.01% |
$2.35M - $2.82M
|
499K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-75.6K- 70.81% |
$2.38M - $2.85M
|
31.2K
$1.53M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-86K- 95.0% |
$2.7M - $3.24M
|
4.53K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
SELL
|
- |
-86.6K- 49.91% |
$2.72M - $3.27M
|
86.9K
$4.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-87.8K- 23.93% |
$2.76M - $3.31M
|
279K
$13.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-91.3K- 54.81% |
$2.87M - $3.44M
|
75.3K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-92.1K- 19.97% |
$2.9M - $3.47M
|
369K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-92.1K- 42.86% |
$2.9M - $3.48M
|
123K
$6.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-93.2K- 18.19% |
$2.93M - $3.52M
|
419K
$20.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-94.1K- 62.35% |
$2.96M - $3.55M
|
56.8K
$2.78M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
SELL
|
- |
-107K- 67.38% |
$3.37M - $4.04M
|
51.8K
$2.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-110K- 49.84% |
$3.46M - $4.15M
|
111K
$5.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-111K- 37.03% |
$3.49M - $4.18M
|
189K
$9.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-124K- 90.99% |
$3.91M - $4.69M
|
12.3K
$604K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-133K- 7.63% |
$4.2M - $5.03M
|
1.62M
$79.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-134K- 91.17% |
$4.21M - $5.05M
|
13K
$635K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-135K- 91.56% |
$4.24M - $5.09M
|
12.4K
$610K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-160K- 48.14% |
$5.05M - $6.05M
|
173K
$8.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-162K- 10.52% |
$5.09M - $6.1M
|
1.38M
$67.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
SELL
|
- |
-185K- 33.79% |
$5.82M - $6.99M
|
363K
$17.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-188K- 77.57% |
$5.91M - $7.08M
|
54.3K
$2.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-190K- 1.24% |
$5.96M - $7.15M
|
15.1M
$738M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-197K- 84.95% |
$6.21M - $7.45M
|
35K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-200K- 28.65% |
$6.28M - $7.54M
|
498K
$24.4M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-200K- 9.57% |
$6.29M - $7.55M
|
1.89M
$92.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-215K- 14.47% |
$6.75M - $8.09M
|
1.27M
$62.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-270K- 50.38% |
$8.5M - $10.2M
|
266K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-278K- 98.07% |
$8.74M - $10.5M
|
5.48K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-310K- 57.99% |
$9.75M - $11.7M
|
225K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-347K- 95.92% |
$10.9M - $13.1M
|
14.8K
$724K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-381K- 2.71% |
$12M - $14.4M
|
13.7M
$670M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-386K- 64.56% |
$12.1M - $14.6M
|
212K
$10.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-444K- 14.81% |
$13.9M - $16.7M
|
2.55M
$125M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-446K- 14.11% |
$14M - $16.8M
|
2.72M
$133M
|
|
|
Feb 15, 2024
Q4 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-452K- 60.19% |
$14.2M - $17M
|
299K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-461K- 52.93% |
$14.5M - $17.4M
|
410K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-490K- 32.61% |
$15.4M - $18.5M
|
1.01M
$49.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-515K- 20.59% |
$16.2M - $19.4M
|
1.99M
$97.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-569K- 32.08% |
$17.9M - $21.5M
|
1.2M
$59M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-585K- 14.66% |
$18.4M - $22.1M
|
3.4M
$167M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-603K- 4.38% |
$19M - $22.8M
|
13.2M
$645M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-758K- 41.97% |
$23.9M - $28.6M
|
1.05M
$51.4M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-805K- 62.27% |
$25.3M - $30.3M
|
488K
$23.9M
|