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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.6K+ 14.6% |
$364K - $437K
|
90.9K
$4.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.5K+ 18.26% |
$363K - $435K
|
74.8K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.4K+ 12.38% |
$359K - $430K
|
104K
$5.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
11.2KNew |
$353K - $424K
|
11.2K
$551K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11.2K+ 306.07% |
$352K - $422K
|
14.9K
$728K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.1K+ 4.05% |
$348K - $417K
|
284K
$13.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11K+ 150.96% |
$347K - $416K
|
18.4K
$899K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
11KNew |
$347K - $416K
|
11K
$540K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.9K+ 35.03% |
$344K - $412K
|
42.1K
$2.06M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
10.8KNew |
$340K - $408K
|
10.8K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$339K - $407K
|
10.8K
$529K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.5KNew |
$330K - $395K
|
10.5K
$513K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$325K - $390K
|
10.3K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
10.2KNew |
$320K - $383K
|
10.2K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10.1K+ 513.16% |
$319K - $382K
|
12.1K
$593K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
10KNew |
$316K - $378K
|
10K
$492K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10K+ 63.31% |
$315K - $378K
|
25.9K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.92K+ 4.9% |
$312K - $374K
|
212K
$10.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.89KNew |
$311K - $373K
|
9.89K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
9.81KNew |
$309K - $370K
|
9.81K
$481K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
9.78KNew |
$308K - $369K
|
9.78K
$479K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
9.74K+ 13.1% |
$306K - $367K
|
84.1K
$4.12M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.71K+ 4.38% |
$305K - $366K
|
231K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
9.57KNew |
$301K - $361K
|
9.57K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
9.57KNew |
$301K - $361K
|
9.57K
$469K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.56K+ 9560.0% |
$301K - $361K
|
9.66K
$473K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
9.55K+ 11.13% |
$300K - $360K
|
95.4K
$4.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
9.5KNew |
$299K - $358K
|
9.5K
$465K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
9.32KNew |
$293K - $352K
|
9.32K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
9.1KNew |
$286K - $343K
|
9.1K
$446K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
9.09KNew |
$286K - $343K
|
9.09K
$445K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.02K+ 51.44% |
$284K - $340K
|
26.5K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
8.98KNew |
$282K - $339K
|
8.98K
$440K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8.84K+ 34.76% |
$278K - $334K
|
34.3K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.68K+ 11.76% |
$273K - $327K
|
82.5K
$4.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
8.52K+ 1.27% |
$268K - $321K
|
681K
$33.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
8.5KNew |
$267K - $321K
|
8.5K
$417K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8.49K+ 89.59% |
$267K - $320K
|
18K
$880K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
8.4KNew |
$264K - $317K
|
8.4K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
8.38K+ 91.83% |
$264K - $316K
|
17.5K
$857K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
8.28KNew |
$260K - $312K
|
8.28K
$406K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.27K+ 18.49% |
$260K - $312K
|
53K
$2.6M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.1KNew |
$255K - $306K
|
8.1K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.01KNew |
$252K - $302K
|
8.01K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
7.97KNew |
$251K - $301K
|
7.97K
$390K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
7.81K+ 10.05% |
$246K - $295K
|
85.5K
$4.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
7.56KNew |
$238K - $285K
|
7.56K
$370K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
7.54K+ 114.15% |
$237K - $284K
|
14.1K
$693K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.49KNew |
$236K - $283K
|
7.49K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
7.48KNew |
$235K - $282K
|
7.48K
$367K
|