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 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
147KNew |
$4.65M - $4.96M
|
147K
$7.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
139K+ 34.82% |
$4.38M - $4.68M
|
537K
$26M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
135KNew |
$4.25M - $4.54M
|
135K
$6.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
130KNew |
$4.11M - $4.39M
|
130K
$6.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
130KNew |
$4.1M - $4.38M
|
130K
$6.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
122K+ 306.84% |
$3.84M - $4.1M
|
161K
$7.79M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
114KNew |
$3.6M - $3.85M
|
114K
$5.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
113KNew |
$3.57M - $3.81M
|
113K
$5.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
111K+ 41.54% |
$3.49M - $3.73M
|
377K
$18.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
107K+ 64.52% |
$3.37M - $3.6M
|
273K
$13.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
105KNew |
$3.3M - $3.53M
|
105K
$5.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
103K+ 577.13% |
$3.26M - $3.49M
|
121K
$5.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
94.2K+ 13.83% |
$2.97M - $3.18M
|
775K
$37.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
93K+ 93.63% |
$2.94M - $3.14M
|
192K
$9.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
90.4K+ 752.98% |
$2.85M - $3.05M
|
102K
$4.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
78.8K+ 2345.8% |
$2.49M - $2.66M
|
82.1K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
72KNew |
$2.27M - $2.43M
|
72K
$3.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
70.2K+ 14.23% |
$2.22M - $2.37M
|
564K
$27.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
69.4K+ 283.48% |
$2.19M - $2.34M
|
93.9K
$4.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
68.2K+ 15.39% |
$2.15M - $2.3M
|
512K
$24.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
67.4KNew |
$2.13M - $2.27M
|
67.4K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
66.2K+ 14.85% |
$2.09M - $2.23M
|
512K
$24.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
BUY
|
- |
65KNew |
$2.05M - $2.19M
|
65K
$3.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
63.9K+ 4.23% |
$2.01M - $2.15M
|
1.57M
$76M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
63.9K+ 4.23% |
$2.01M - $2.15M
|
1.57M
$76M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.5K+ 0.13% |
$1.88M - $2.01M
|
44.4M
$2.15B
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
58.8K+ 13.98% |
$1.85M - $1.98M
|
479K
$23.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
58.6K+ 72.64% |
$1.85M - $1.98M
|
139K
$6.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
58.5K+ 137.19% |
$1.85M - $1.97M
|
101K
$4.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57.5K+ 223.31% |
$1.82M - $1.94M
|
83.3K
$4.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
55.5K+ 6.95% |
$1.75M - $1.87M
|
855K
$41.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
54.2K+ 23.78% |
$1.71M - $1.83M
|
282K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
53.7KNew |
$1.69M - $1.81M
|
53.7K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
52.6K+ 81.43% |
$1.66M - $1.77M
|
117K
$5.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
50.3K+ 103.18% |
$1.59M - $1.7M
|
99.1K
$4.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49.1K+ 2.29% |
$1.55M - $1.66M
|
2.19M
$106M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
45.3K+ 148.63% |
$1.43M - $1.53M
|
75.8K
$3.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
44.3K+ 16.09% |
$1.4M - $1.49M
|
320K
$15.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
42.4K+ 2.45% |
$1.34M - $1.43M
|
1.77M
$85.7M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
42.3KNew |
$1.33M - $1.43M
|
42.3K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
41.9KNew |
$1.32M - $1.41M
|
41.9K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
40.4KNew |
$1.28M - $1.36M
|
40.4K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
39.5KNew |
$1.25M - $1.33M
|
39.5K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
37.1KNew |
$1.17M - $1.25M
|
37.1K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
36.9K+ 12.89% |
$1.16M - $1.24M
|
323K
$15.6M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
36.9K+ 12.89% |
$1.16M - $1.24M
|
323K
$15.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
35.9KNew |
$1.13M - $1.21M
|
35.9K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
35.6K+ 10.49% |
$1.12M - $1.2M
|
375K
$18.1M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
35.6K+ 10.49% |
$1.12M - $1.2M
|
375K
$18.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
35.6KNew |
$1.12M - $1.2M
|
35.6K
$1.72M
|