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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-481- 6.11% |
$15.2K - $16.2K
|
7.39K
$358K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-484- 4.82% |
$15.3K - $16.3K
|
9.56K
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-499- 1.13% |
$15.7K - $16.8K
|
43.8K
$2.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-500- 7.14% |
$15.8K - $16.9K
|
6.5K
$315K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-500- 2.37% |
$15.8K - $16.9K
|
20.6K
$1M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-510- 6.01% |
$16.1K - $17.2K
|
7.98K
$387K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-518- 6.76% |
$16.3K - $17.5K
|
7.14K
$346K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-518- 6.78% |
$16.3K - $17.5K
|
7.12K
$345K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-538- 0.73% |
$17K - $18.1K
|
73.1K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-550- 5.93% |
$17.4K - $18.5K
|
8.73K
$423K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-557- 35.87% |
$17.6K - $18.8K
|
996
$48.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-561- 1.78% |
$17.7K - $18.9K
|
30.9K
$1.5M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-562- 0.83% |
$17.7K - $18.9K
|
67.5K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-566- 7.93% |
$17.9K - $19.1K
|
6.57K
$318K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-583- 8.51% |
$18.4K - $19.7K
|
6.27K
$304K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-588- 5.29% |
$18.6K - $19.8K
|
10.5K
$510K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-593- 5.26% |
$18.7K - $20K
|
10.7K
$518K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-600- 3.62% |
$18.9K - $20.2K
|
16K
$774K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-601- 0.16% |
$19K - $20.3K
|
367K
$17.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-602- 4.98% |
$19K - $20.3K
|
11.5K
$557K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-605- 5.42% |
$19.1K - $20.4K
|
10.6K
$512K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-606- 4.82% |
$19.1K - $20.4K
|
12K
$580K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-610- 5.92% |
$19.2K - $20.6K
|
9.7K
$470K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-612- 20.09% |
$19.3K - $20.6K
|
2.44K
$118K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-624- 0.65% |
$19.7K - $21K
|
95.1K
$4.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-648- 1.21% |
$20.4K - $21.8K
|
52.9K
$2.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-650- 4.87% |
$20.5K - $21.9K
|
12.7K
$615K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-658- 1.85% |
$20.8K - $22.2K
|
34.8K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-675- 6.78% |
$21.3K - $22.8K
|
9.28K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-681- 7.13% |
$21.5K - $23K
|
8.87K
$430K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-683- 2.35% |
$21.5K - $23K
|
28.4K
$1.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-694- 5.06% |
$21.9K - $23.4K
|
13K
$631K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-696- 3.49% |
$22K - $23.5K
|
19.3K
$934K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-698- 1.92% |
$22K - $23.5K
|
35.6K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-711- 5.19% |
$22.4K - $24K
|
13K
$630K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-735- 2.6% |
$23.2K - $24.8K
|
27.5K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-741- 1.47% |
$23.4K - $25K
|
49.7K
$2.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-754- 6.23% |
$23.8K - $25.4K
|
11.3K
$550K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-758- 1.76% |
$23.9K - $25.6K
|
42.2K
$2.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-760- 3.96% |
$24K - $25.6K
|
18.4K
$893K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-761- 2.39% |
$24K - $25.7K
|
31.1K
$1.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-764- 6.05% |
$24.1K - $25.8K
|
11.9K
$576K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-767- 2.7% |
$24.2K - $25.9K
|
27.6K
$1.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-770- 8.03% |
$24.3K - $26K
|
8.82K
$428K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-772- 2.72% |
$24.4K - $26K
|
27.6K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-782- 1.21% |
$24.7K - $26.4K
|
63.6K
$3.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-784- 4.48% |
$24.7K - $26.4K
|
16.7K
$811K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-794- 5.14% |
$25.1K - $26.8K
|
14.6K
$710K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-806- 1.69% |
$25.4K - $27.2K
|
47K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-825- 11.83% |
$26K - $27.8K
|
6.15K
$298K
|