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 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.86K+ 1171.81% |
$153K - $183K
|
5.28K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.81K+ 42.32% |
$151K - $181K
|
16.2K
$793K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.77K+ 13.21% |
$150K - $180K
|
40.8K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.71K+ 41.66% |
$148K - $178K
|
16K
$784K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
4.7K+ 9.98% |
$148K - $177K
|
51.8K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4.67K+ 12276.32% |
$147K - $176K
|
4.7K
$230K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.51K+ 19.24% |
$142K - $170K
|
28K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.5K+ 57.81% |
$142K - $170K
|
12.3K
$602K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
4.48K+ 221.95% |
$141K - $169K
|
6.5K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.44K+ 6.63% |
$140K - $167K
|
71.4K
$3.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.41K+ 14.48% |
$139K - $166K
|
34.8K
$1.71M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.36K+ 10.66% |
$137K - $165K
|
45.3K
$2.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.29K+ 4.49% |
$135K - $162K
|
100K
$4.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
4.23K+ 2.59% |
$133K - $159K
|
168K
$8.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 15.54% |
$132K - $158K
|
31.2K
$1.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.16K+ 7.29% |
$131K - $157K
|
61.3K
$3M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.89K+ 2.31% |
$122K - $147K
|
173K
$8.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3.88K+ 10.06% |
$122K - $146K
|
42.4K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.71K+ 1.33% |
$117K - $140K
|
284K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.66K+ 9.33% |
$115K - $138K
|
42.9K
$2.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
3.65K+ 9.24% |
$115K - $138K
|
43.2K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.64K+ 457.86% |
$114K - $137K
|
4.44K
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.63K+ 8.78% |
$114K - $137K
|
45K
$2.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.5K+ 505.05% |
$110K - $132K
|
4.19K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.33K+ 2.87% |
$105K - $126K
|
119K
$5.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.33K+ 7.77% |
$105K - $126K
|
46.2K
$2.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.32K+ 36.36% |
$104K - $125K
|
12.4K
$610K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.32K+ 18.28% |
$104K - $125K
|
21.5K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
3.19KNew |
$100K - $120K
|
3.19K
$156K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.17K+ 6.96% |
$99.8K - $120K
|
48.7K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.16K+ 9.32% |
$99.5K - $119K
|
37.1K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.09K+ 2.22% |
$97.1K - $116K
|
142K
$6.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.04K+ 4.15% |
$95.5K - $115K
|
76.3K
$3.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.02K+ 8.12% |
$95.1K - $114K
|
40.3K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3K+ 33.61% |
$94.4K - $113K
|
11.9K
$584K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3K+ 45.14% |
$94.4K - $113K
|
9.65K
$473K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
2.89K+ 6.97% |
$90.9K - $109K
|
44.4K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.84K+ 37.19% |
$89.4K - $107K
|
10.5K
$514K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
2.82K+ 4.64% |
$88.8K - $106K
|
63.6K
$3.12M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
2.79K+ 5.75% |
$87.8K - $105K
|
51.3K
$2.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.78K+ 2.91% |
$87.4K - $105K
|
98.4K
$4.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.77K+ 10.95% |
$87.1K - $104K
|
28.1K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.75K+ 116.03% |
$86.5K - $104K
|
5.12K
$251K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
2.73K+ 3.19% |
$85.9K - $103K
|
88.4K
$4.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.73K+ 2.95% |
$85.8K - $103K
|
95.2K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.73K+ 25.33% |
$85.7K - $103K
|
13.5K
$660K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.71K+ 0.24% |
$85.1K - $102K
|
1.11M
$54.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.7K+ 14.22% |
$85K - $102K
|
21.7K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.7KNew |
$84.9K - $102K
|
2.7K
$132K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.68K+ 1.13% |
$84.2K - $101K
|
240K
$11.8M
|