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 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.96K- 4.47% |
$93.3K - $99.6K
|
63.1K
$3.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.97K- 13.01% |
$93.7K - $100K
|
19.9K
$960K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-3.04K- 18.14% |
$95.8K - $102K
|
13.7K
$662K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.06K- 29.86% |
$96.4K - $103K
|
7.18K
$347K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.06K- 29.54% |
$96.4K - $103K
|
7.29K
$352K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.06K- 13.03% |
$96.7K - $103K
|
20.5K
$989K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-3.07K- 10.48% |
$96.9K - $104K
|
26.2K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.16K- 4.74% |
$99.8K - $107K
|
63.6K
$3.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.17K- 4.86% |
$100K - $107K
|
62.1K
$3M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.26K- 7.52% |
$103K - $110K
|
40.2K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.27K- 19.1% |
$103K - $110K
|
13.9K
$670K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-3.31K- 6.36% |
$104K - $111K
|
48.6K
$2.35M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.33K- 4.13% |
$105K - $112K
|
77.4K
$3.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.34K- 14.73% |
$105K - $113K
|
19.3K
$935K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.42K- 6.7% |
$108K - $115K
|
47.6K
$2.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.45K- 31.24% |
$109K - $116K
|
7.59K
$367K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3.45K- 9.63% |
$109K - $116K
|
32.4K
$1.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.47K- 15.49% |
$109K - $117K
|
18.9K
$914K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.5K- 39.48% |
$110K - $118K
|
5.37K
$259K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-3.54K- 2.48% |
$112K - $119K
|
139K
$6.73M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-3.54K- 14.83% |
$112K - $119K
|
20.3K
$983K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.57K- 6.04% |
$112K - $120K
|
55.4K
$2.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.63K- 7.59% |
$114K - $122K
|
44.2K
$2.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.66K- 15.26% |
$115K - $123K
|
20.3K
$982K
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 1.93% |
$117K - $125K
|
188K
$9.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.71K- 37.7% |
$117K - $125K
|
6.14K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.73K- 7.34% |
$118K - $126K
|
47.1K
$2.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.74K- 15.62% |
$118K - $126K
|
20.2K
$975K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.76K- 19.32% |
$118K - $127K
|
15.7K
$758K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.78K- 35.12% |
$119K - $127K
|
6.98K
$338K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.8K- 8.65% |
$120K - $128K
|
40.2K
$1.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.82K- 15.41% |
$121K - $129K
|
21K
$1.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.85K- 13.93% |
$122K - $130K
|
23.8K
$1.15M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-3.85K- 8.46% |
$122K - $130K
|
41.7K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.9K- 25.89% |
$123K - $131K
|
11.2K
$539K
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.97K- 3.7% |
$125K - $134K
|
103K
$4.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-4.03K- 6.23% |
$127K - $136K
|
60.6K
$2.93M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-4.05K- 12.04% |
$128K - $137K
|
29.6K
$1.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-4.07K- 6.05% |
$128K - $137K
|
63.2K
$3.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-4.08K- 24.12% |
$129K - $137K
|
12.8K
$620K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.13K- 6.2% |
$130K - $139K
|
62.4K
$3.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.21K- 7.43% |
$133K - $142K
|
52.4K
$2.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.22K- 24.12% |
$133K - $142K
|
13.3K
$641K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.27K- 18.17% |
$135K - $144K
|
19.2K
$929K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.34K- 5.96% |
$137K - $146K
|
68.4K
$3.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-4.39K- 1.81% |
$138K - $148K
|
238K
$11.5M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.47K- 28.49% |
$141K - $151K
|
11.2K
$542K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.5K- 13.0% |
$142K - $152K
|
30.1K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.55K- 14.23% |
$144K - $153K
|
27.4K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.62K- 1.07% |
$146K - $156K
|
426K
$20.6M
|