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 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
81.4K+ 3.02% |
$2.56M - $3.07M
|
2.77M
$136M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
81K+ 49.33% |
$2.55M - $3.06M
|
245K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
79.8K+ 2.99% |
$2.51M - $3.01M
|
2.75M
$135M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
79.5KNew |
$2.5M - $3M
|
79.5K
$3.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
75.3KNew |
$2.37M - $2.84M
|
75.3K
$3.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
74.3KNew |
$2.34M - $2.8M
|
74.3K
$3.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
72.5KNew |
$2.28M - $2.73M
|
72.5K
$3.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
71.7K+ 126.19% |
$2.25M - $2.7M
|
128K
$6.29M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
70.6K+ 7.25% |
$2.22M - $2.66M
|
1.04M
$51.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
68.6K+ 310.45% |
$2.16M - $2.59M
|
90.7K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
68K+ 48.99% |
$2.14M - $2.56M
|
207K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
66.4K+ 10.9% |
$2.09M - $2.5M
|
676K
$33.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
65.2KNew |
$2.05M - $2.46M
|
65.2K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64.8K+ 12.61% |
$2.04M - $2.44M
|
579K
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
62.5KNew |
$1.96M - $2.36M
|
62.5K
$3.06M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
62.3KNew |
$1.96M - $2.35M
|
62.3K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
62.1K+ 118.4% |
$1.95M - $2.34M
|
115K
$5.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
61.4K+ 1.4% |
$1.93M - $2.32M
|
4.44M
$218M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
61.2KNew |
$1.92M - $2.31M
|
61.2K
$3M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
61K+ 61.99% |
$1.92M - $2.3M
|
160K
$7.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
59.9KNew |
$1.88M - $2.26M
|
59.9K
$2.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
58.6K+ 8.53% |
$1.84M - $2.21M
|
746K
$36.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
58.1K+ 31.24% |
$1.83M - $2.19M
|
244K
$12M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
57.3KNew |
$1.8M - $2.16M
|
57.3K
$2.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
56.4K+ 293.34% |
$1.77M - $2.13M
|
75.6K
$3.7M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
54.8KNew |
$1.72M - $2.07M
|
54.8K
$2.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
51.6KNew |
$1.62M - $1.94M
|
51.6K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
49.1KNew |
$1.54M - $1.85M
|
49.1K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
48.7KNew |
$1.53M - $1.84M
|
48.7K
$2.39M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
48.1KNew |
$1.51M - $1.81M
|
48.1K
$2.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
47.1KNew |
$1.48M - $1.78M
|
47.1K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
46.7KNew |
$1.47M - $1.76M
|
46.7K
$2.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
46.1K+ 24.28% |
$1.45M - $1.74M
|
236K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
45.6KNew |
$1.43M - $1.72M
|
45.6K
$2.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
44.7KNew |
$1.41M - $1.69M
|
44.7K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
43KNew |
$1.35M - $1.62M
|
43K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42.3KNew |
$1.33M - $1.6M
|
42.3K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
42.1K+ 3.72% |
$1.32M - $1.59M
|
1.17M
$57.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
41.8K+ 30.84% |
$1.32M - $1.58M
|
177K
$8.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.3K+ 2.82% |
$1.3M - $1.56M
|
1.51M
$73.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40.4K+ 25.02% |
$1.27M - $1.52M
|
202K
$9.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
40K+ 199.61% |
$1.26M - $1.51M
|
60K
$2.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
39.5K+ 22.79% |
$1.24M - $1.49M
|
213K
$10.4M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
39.4KNew |
$1.24M - $1.49M
|
39.4K
$1.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.3K+ 58.86% |
$1.23M - $1.48M
|
106K
$5.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
39.1K+ 5.25% |
$1.23M - $1.47M
|
783K
$38.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
36.6K+ 16.13% |
$1.15M - $1.38M
|
263K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
34.4K+ 46.32% |
$1.08M - $1.3M
|
109K
$5.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
33.8K+ 136.09% |
$1.06M - $1.28M
|
58.7K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
33.4KNew |
$1.05M - $1.26M
|
33.4K
$1.64M
|