Purchases and Sales Made in Q2 2023 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8+ 0.05% |
$252 - $270
|
15.3K
$743K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8+ 0.05% |
$252 - $270
|
17.6K
$855K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.44% |
$252 - $270
|
1.83K
$88.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
6+ 0.04% |
$189 - $202
|
14K
$680K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
5+ 0.05% |
$158 - $169
|
11K
$533K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.06% |
$158 - $169
|
8.14K
$395K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$158 - $169
|
13.2K
$642K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
5+ 0.11% |
$158 - $169
|
4.49K
$218K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.51% |
$158 - $169
|
988
$47.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.06% |
$126 - $135
|
6.29K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
4+ 0.01% |
$126 - $135
|
28.8K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
4+ 0.06% |
$126 - $135
|
6.73K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3+ 0.03% |
$94.7 - $101
|
9.59K
$465K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.45% |
$94.7 - $101
|
663
$32.1K
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3+ 0.01% |
$94.7 - $101
|
22.8K
$1.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2+ 0.02% |
$63.1 - $67.4
|
8.43K
$409K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.49% |
$63.1 - $67.4
|
413
$20K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2+ 0.0% |
$63.1 - $67.4
|
58.9K
$2.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.15% |
$63.1 - $67.4
|
1.3K
$63.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.01% |
$63.1 - $67.4
|
13.9K
$674K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.11% |
$31.6 - $33.7
|
871
$42.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.02% |
$31.6 - $33.7
|
6.07K
$294K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.02% |
$31.6 - $33.7
|
6.55K
$318K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$31.6 - $33.7
|
12.8K
$620K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.33% |
$31.6 - $33.7
|
306
$14.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.05% |
$31.6 - $33.7
|
2.04K
$99K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$31.6 - $33.7
|
11.2K
$542K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.11% |
$31.6 - $33.7
|
880
$42.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 2.94% |
$31.6 - $33.7
|
33
$1.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-4- 0.29% |
$126 - $135
|
1.39K
$67.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13- 5.2% |
$410 - $438
|
237
$11.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-15- 0.13% |
$473 - $506
|
11.8K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-15- 0.98% |
$473 - $506
|
1.52K
$73.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-17- 0.58% |
$536 - $573
|
2.89K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-17- 0.25% |
$536 - $573
|
6.89K
$334K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-19- 0.3% |
$599 - $640
|
6.29K
$305K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-23- 27.71% |
$726 - $775
|
60
$2.91K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-25- 0.21% |
$789 - $843
|
12.1K
$588K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-33- 0.17% |
$1.04K - $1.11K
|
19.2K
$930K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-36- 0.27% |
$1.14K - $1.21K
|
13.4K
$649K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-38- 2.6% |
$1.2K - $1.28K
|
1.43K
$69.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-40- 0.18% |
$1.26K - $1.35K
|
22.4K
$1.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-42- 0.29% |
$1.33K - $1.42K
|
14.3K
$695K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-46- 0.03% |
$1.45K - $1.55K
|
140K
$6.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-49- 0.37% |
$1.55K - $1.65K
|
13.3K
$646K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-52- 0.12% |
$1.64K - $1.75K
|
42.6K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-54- 0.38% |
$1.7K - $1.82K
|
14.1K
$682K
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-69- 0.49% |
$2.18K - $2.33K
|
14K
$678K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-72- 0.4% |
$2.27K - $2.43K
|
17.8K
$862K
|