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 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-826- 9.27% |
$26.1K - $27.8K
|
8.09K
$392K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-829- 7.74% |
$26.2K - $27.9K
|
9.88K
$479K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-838- 6.04% |
$26.4K - $28.2K
|
13K
$632K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-840- 2.68% |
$26.5K - $28.3K
|
30.5K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-842- 5.16% |
$26.6K - $28.4K
|
15.5K
$751K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-843- 3.67% |
$26.6K - $28.4K
|
22.1K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-848- 11.77% |
$26.8K - $28.6K
|
6.36K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-848- 2.8% |
$26.8K - $28.6K
|
29.4K
$1.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-876- 3.62% |
$27.6K - $29.5K
|
23.4K
$1.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-891- 4.99% |
$28.1K - $30K
|
17K
$823K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-893- 25.57% |
$28.2K - $30.1K
|
2.6K
$126K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-900- 1.11% |
$28.4K - $30.3K
|
80.4K
$3.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-904- 6.89% |
$28.5K - $30.5K
|
12.2K
$593K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-904- 0.22% |
$28.5K - $30.5K
|
418K
$20.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-906- 1.11% |
$28.6K - $30.5K
|
80.5K
$3.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-915- 11.77% |
$28.9K - $30.8K
|
6.86K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-917- 1.69% |
$28.9K - $30.9K
|
53.3K
$2.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-933- 0.45% |
$29.4K - $31.5K
|
204K
$9.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-943- 44.71% |
$29.8K - $31.8K
|
1.17K
$56.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-945- 69.13% |
$29.8K - $31.9K
|
422
$20.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-946- 3.19% |
$29.8K - $31.9K
|
28.7K
$1.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-958- 0.29% |
$30.2K - $32.3K
|
332K
$16.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-963- 12.1% |
$30.4K - $32.5K
|
7K
$339K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-964- 25.88% |
$30.4K - $32.5K
|
2.76K
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-970- 2.12% |
$30.6K - $32.7K
|
44.9K
$2.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1K- 49.63% |
$31.6K - $33.7K
|
1.02K
$49.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-1K- 9.85% |
$31.6K - $33.7K
|
9.15K
$444K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1K- 13.51% |
$31.6K - $33.7K
|
6.41K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1K- 8.56% |
$31.7K - $33.8K
|
10.7K
$520K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.01K- 30.01% |
$31.9K - $34K
|
2.36K
$114K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-1.03K- 99.03% |
$32.4K - $34.6K
|
10
$485
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.07K- 3.11% |
$33.8K - $36.1K
|
33.4K
$1.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.08K- 6.55% |
$34.1K - $36.4K
|
15.4K
$747K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.09K- 9.32% |
$34.3K - $36.6K
|
10.6K
$513K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.11K- 14.87% |
$34.9K - $37.3K
|
6.34K
$307K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-1.12K- 2.76% |
$35.3K - $37.7K
|
39.4K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 59.26% |
$35.4K - $37.9K
|
772
$37.4K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.13K- 3.23% |
$35.7K - $38.2K
|
34K
$1.65M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.15K- 10.46% |
$36.2K - $38.6K
|
9.81K
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-1.15K- 0.46% |
$36.2K - $38.7K
|
249K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.17K- 4.55% |
$36.8K - $39.3K
|
24.5K
$1.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 16.59% |
$37.6K - $40.1K
|
5.99K
$290K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.19K- 2.47% |
$37.6K - $40.2K
|
47K
$2.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.2K- 14.41% |
$37.8K - $40.4K
|
7.12K
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.2K- 10.9% |
$37.9K - $40.5K
|
9.81K
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.22K- 1.08% |
$38.5K - $41.1K
|
112K
$5.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.23K- 2.32% |
$38.6K - $41.3K
|
51.5K
$2.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.23K- 2.17% |
$38.7K - $41.3K
|
55.2K
$2.68M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.24K- 17.94% |
$39K - $41.7K
|
5.66K
$274K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.25K- 7.94% |
$39.4K - $42.1K
|
14.5K
$703K
|