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 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.61K- 32.64% |
$240K - $256K
|
15.7K
$791K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-7.68K- 16.53% |
$242K - $259K
|
38.8K
$1.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.73K- 4.22% |
$244K - $261K
|
175K
$8.84M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.75K- 1.33% |
$245K - $261K
|
574K
$28.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-7.76K- 3.43% |
$245K - $262K
|
219K
$11M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-7.85K- 20.75% |
$248K - $265K
|
30K
$1.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-7.9K- 12.7% |
$249K - $266K
|
54.3K
$2.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-7.91K- 26.66% |
$250K - $267K
|
21.8K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.08K- 15.87% |
$255K - $272K
|
42.8K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-8.11K- 45.41% |
$256K - $273K
|
9.75K
$491K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-8.22K- 5.41% |
$259K - $277K
|
144K
$7.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-8.24K- 35.7% |
$260K - $278K
|
14.8K
$748K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-8.39K- 2.03% |
$265K - $283K
|
406K
$20.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.46K- 14.48% |
$267K - $285K
|
49.9K
$2.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-8.54K- 19.81% |
$269K - $288K
|
34.5K
$1.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-8.57K- 98.54% |
$270K - $289K
|
127
$6.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-8.69K- 1.59% |
$274K - $293K
|
539K
$27.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-8.97K- 53.46% |
$283K - $302K
|
7.81K
$393K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-9K- 2.84% |
$284K - $303K
|
308K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-9.05K- 26.32% |
$285K - $305K
|
25.3K
$1.28M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.11K- 7.59% |
$287K - $307K
|
111K
$5.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-9.38K- 53.06% |
$296K - $316K
|
8.3K
$418K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.43K- 8.1% |
$297K - $318K
|
107K
$5.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.48K- 5.52% |
$299K - $319K
|
162K
$8.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.5K- 50.99% |
$300K - $320K
|
9.13K
$460K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-9.67K- 20.15% |
$305K - $326K
|
38.3K
$1.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-9.78K- 29.86% |
$308K - $330K
|
23K
$1.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-9.79K- 25.98% |
$309K - $330K
|
27.9K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10K- 90.5% |
$316K - $337K
|
1.05K
$52.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.3K- 10.97% |
$325K - $348K
|
83.7K
$4.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-10.4K- 48.82% |
$329K - $352K
|
10.9K
$552K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10.6K- 31.43% |
$335K - $357K
|
23.1K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-10.8K- 26.29% |
$339K - $363K
|
30.2K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-10.9K- 36.33% |
$343K - $366K
|
19.1K
$960K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11K- 8.47% |
$346K - $370K
|
119K
$5.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-11.1K- 9.23% |
$351K - $375K
|
110K
$5.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-11.4K- 6.33% |
$361K - $386K
|
169K
$8.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-11.5K- 12.72% |
$364K - $388K
|
79.1K
$3.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-11.6K- 7.93% |
$367K - $392K
|
135K
$6.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.7K- 19.31% |
$368K - $393K
|
48.8K
$2.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-11.9K- 49.35% |
$376K - $402K
|
12.2K
$617K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-12K- 27.04% |
$377K - $403K
|
32.2K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.1K- 42.25% |
$381K - $407K
|
16.5K
$831K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12.1K- 15.78% |
$383K - $409K
|
64.8K
$3.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 3.74% |
$386K - $413K
|
315K
$15.9M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 3.74% |
$386K - $413K
|
315K
$15.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-12.3K- 25.78% |
$387K - $414K
|
35.3K
$1.78M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.5K- 12.93% |
$396K - $423K
|
84.4K
$4.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-12.7K- 14.4% |
$401K - $428K
|
75.5K
$3.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12.8K- 9.67% |
$405K - $433K
|
120K
$6.04M
|