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
|
Jsf Financial, LLC
|
BUY
|
- |
17.9KNew |
$564K - $677K
|
17.9K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.6KNew |
$554K - $665K
|
17.6K
$863K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.6K+ 39.7% |
$552K - $662K
|
61.8K
$3.03M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
17.5KNew |
$552K - $662K
|
17.5K
$859K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 4.65% |
$548K - $658K
|
393K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
17.4KNew |
$546K - $655K
|
17.4K
$851K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
17.2K+ 3.23% |
$540K - $648K
|
550K
$26.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
17.1KNew |
$537K - $644K
|
17.1K
$836K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
16.8KNew |
$530K - $635K
|
16.8K
$825K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
16.8KNew |
$528K - $633K
|
16.8K
$822K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
16.6K+ 4.44% |
$523K - $628K
|
392K
$19.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
16.6KNew |
$523K - $627K
|
16.6K
$815K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
16.5KNew |
$520K - $624K
|
16.5K
$810K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
16.2KNew |
$510K - $612K
|
16.2K
$795K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
16.2KNew |
$509K - $610K
|
16.2K
$793K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
15.7K+ 42.37% |
$494K - $593K
|
52.8K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
15.7KNew |
$494K - $592K
|
15.7K
$769K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
15.6KNew |
$492K - $590K
|
15.6K
$766K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
15.3K+ 0.98% |
$482K - $579K
|
1.59M
$77.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
15.1K+ 128.19% |
$475K - $570K
|
26.9K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
14.9K+ 131.89% |
$468K - $561K
|
26.2K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
14.7K+ 98.92% |
$462K - $554K
|
29.5K
$1.45M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
14.7KNew |
$461K - $553K
|
14.7K
$719K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
14.6K+ 32.66% |
$460K - $551K
|
59.4K
$2.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 4.78% |
$455K - $546K
|
317K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
14.3KNew |
$450K - $540K
|
14.3K
$701K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.2K+ 38.14% |
$448K - $537K
|
51.6K
$2.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
14.2K+ 11.07% |
$446K - $535K
|
142K
$6.97M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
14.2K+ 53.42% |
$446K - $534K
|
40.7K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
14.1K+ 198.8% |
$445K - $533K
|
21.2K
$1.04M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.8K+ 20.59% |
$435K - $522K
|
81K
$3.97M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
13.8KNew |
$435K - $521K
|
13.8K
$677K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13.7KNew |
$432K - $518K
|
13.7K
$673K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
13.6KNew |
$429K - $515K
|
13.6K
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.5K+ 118.99% |
$423K - $508K
|
24.8K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13.2K+ 57.05% |
$415K - $497K
|
36.3K
$1.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 42.32% |
$411K - $494K
|
44K
$2.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.9K+ 111.73% |
$407K - $488K
|
24.5K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12.9K+ 189.61% |
$406K - $486K
|
19.7K
$965K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.5K+ 33.5% |
$394K - $472K
|
49.9K
$2.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.3K+ 12.5% |
$387K - $464K
|
111K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
12.3KNew |
$386K - $463K
|
12.3K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.3K+ 4.59% |
$386K - $462K
|
280K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.2K+ 18.94% |
$384K - $461K
|
76.7K
$3.76M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.1K+ 8.96% |
$381K - $457K
|
147K
$7.22M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
12KNew |
$379K - $454K
|
12K
$590K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
11.9KNew |
$375K - $450K
|
11.9K
$584K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
11.7K+ 9.14% |
$369K - $442K
|
140K
$6.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.7K+ 7.28% |
$367K - $440K
|
172K
$8.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.7KNew |
$367K - $440K
|
11.7K
$571K
|