Purchases and Sales Made in Q3 2023 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-9- 0.9% |
$299 - $320
|
992
$48.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-11- 0.11% |
$365 - $392
|
10.3K
$500K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-12- 0.07% |
$398 - $427
|
16.8K
$818K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-12- 0.17% |
$398 - $427
|
7.15K
$347K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-13- 0.19% |
$431 - $463
|
6.92K
$336K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 0.06% |
$498 - $534
|
23.8K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-17- 0.27% |
$564 - $605
|
6.28K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-22- 8.09% |
$730 - $783
|
250
$12.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-25- 78.13% |
$829 - $890
|
7
$340
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-25- 0.1% |
$829 - $890
|
23.9K
$1.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-27- 0.12% |
$896 - $961
|
21.7K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-28- 0.43% |
$929 - $997
|
6.52K
$317K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-30- 2.92% |
$995 - $1.07K
|
997
$48.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-30- 0.16% |
$995 - $1.07K
|
18.3K
$890K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-31- 0.38% |
$1.03K - $1.1K
|
8.09K
$393K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-32- 0.15% |
$1.06K - $1.14K
|
21.9K
$1.07M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-36- 0.4% |
$1.19K - $1.28K
|
9.06K
$440K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-38- 0.32% |
$1.26K - $1.35K
|
11.9K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-47- 0.13% |
$1.56K - $1.67K
|
37.4K
$1.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-48- 0.36% |
$1.59K - $1.71K
|
13.3K
$645K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-50- 0.17% |
$1.66K - $1.78K
|
29.6K
$1.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-50- 4.31% |
$1.66K - $1.78K
|
1.11K
$53.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-53- 2.8% |
$1.76K - $1.89K
|
1.84K
$89.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-54- 0.43% |
$1.79K - $1.92K
|
12.6K
$611K
|
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-62- 0.14% |
$2.06K - $2.21K
|
42.7K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-65- 6.84% |
$2.16K - $2.31K
|
885
$43K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-67- 0.79% |
$2.22K - $2.39K
|
8.44K
$410K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-70- 0.13% |
$2.32K - $2.49K
|
53.7K
$2.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-70- 0.23% |
$2.32K - $2.49K
|
30.4K
$1.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-71- 0.25% |
$2.36K - $2.53K
|
28.7K
$1.39M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-75- 1.6% |
$2.49K - $2.67K
|
4.62K
$225K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-76- 25.33% |
$2.52K - $2.71K
|
224
$10.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-85- 5.61% |
$2.82K - $3.03K
|
1.43K
$69.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-86- 0.63% |
$2.85K - $3.06K
|
13.6K
$661K
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-88- 0.61% |
$2.92K - $3.13K
|
14.2K
$692K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-90- 0.44% |
$2.99K - $3.2K
|
20.5K
$995K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-92- 0.11% |
$3.05K - $3.28K
|
83.2K
$4.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-93- 0.2% |
$3.08K - $3.31K
|
47K
$2.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-98- 0.77% |
$3.25K - $3.49K
|
12.7K
$617K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100- 1.86% |
$3.32K - $3.56K
|
5.27K
$256K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-100- 1.08% |
$3.32K - $3.56K
|
9.18K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 0.89% |
$3.32K - $3.56K
|
11.2K
$543K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-100- 0.47% |
$3.32K - $3.56K
|
21K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-101- 0.18% |
$3.35K - $3.6K
|
56.3K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-111- 5.53% |
$3.68K - $3.95K
|
1.9K
$92.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-115- 0.58% |
$3.81K - $4.09K
|
19.6K
$951K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-123- 1.05% |
$4.08K - $4.38K
|
11.6K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-124- 2.76% |
$4.11K - $4.41K
|
4.36K
$212K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-125- 54.35% |
$4.15K - $4.45K
|
105
$5.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-130- 0.32% |
$4.31K - $4.63K
|
40.4K
$1.96M
|