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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
35.5KNew |
$1.18M - $1.26M
|
35.5K
$1.73M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
35.5K+ 19.07% |
$1.18M - $1.26M
|
222K
$10.8M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34.9K+ 140.82% |
$1.16M - $1.24M
|
59.6K
$2.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
34K+ 1.55% |
$1.13M - $1.21M
|
2.23M
$108M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
33.2K+ 4.99% |
$1.1M - $1.18M
|
699K
$34M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33.1K+ 61.08% |
$1.1M - $1.18M
|
87.2K
$4.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
31.2K+ 46.01% |
$1.04M - $1.11M
|
99.1K
$4.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
31.2KNew |
$1.03M - $1.11M
|
31.2K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
30.3KNew |
$1M - $1.08M
|
30.3K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
29.8KNew |
$988K - $1.06M
|
29.8K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
29.8K+ 10.91% |
$987K - $1.06M
|
303K
$14.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
29.8K+ 5.54% |
$987K - $1.06M
|
567K
$27.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.7K+ 21.2% |
$984K - $1.06M
|
170K
$8.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
29.5K+ 20.45% |
$979K - $1.05M
|
174K
$8.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
29.3K+ 92.28% |
$972K - $1.04M
|
61.1K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
28.9K+ 13.23% |
$960K - $1.03M
|
248K
$12M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
28.9KNew |
$957K - $1.03M
|
28.9K
$1.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28.5K+ 53.31% |
$944K - $1.01M
|
81.9K
$3.98M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
27.7K+ 58.48% |
$918K - $985K
|
75K
$3.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
27.5K+ 952.77% |
$913K - $980K
|
30.4K
$1.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
27.4K+ 12.77% |
$910K - $976K
|
242K
$11.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
27.3K+ 94.84% |
$907K - $973K
|
56.2K
$2.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
26.9K+ 100.89% |
$894K - $959K
|
53.6K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
26.7KNew |
$887K - $952K
|
26.7K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
26.3KNew |
$874K - $938K
|
26.3K
$1.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
26K+ 27.72% |
$863K - $927K
|
120K
$5.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
26KNew |
$863K - $926K
|
26K
$1.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
25.3K+ 34.54% |
$839K - $900K
|
98.5K
$4.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.8K+ 12.22% |
$824K - $885K
|
228K
$11.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
24.5KNew |
$812K - $872K
|
24.5K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.4K+ 67.96% |
$810K - $869K
|
60.3K
$2.93M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
24.2KNew |
$802K - $860K
|
24.2K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
23.5K+ 34.45% |
$780K - $837K
|
91.8K
$4.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.1K+ 9.52% |
$767K - $823K
|
266K
$12.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
23.1KNew |
$765K - $821K
|
23.1K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
22.7K+ 167.93% |
$752K - $807K
|
36.2K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.5K+ 8.72% |
$746K - $801K
|
280K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
22.4KNew |
$743K - $797K
|
22.4K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
21.6KNew |
$718K - $770K
|
21.6K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
21.1KNew |
$700K - $751K
|
21.1K
$1.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
21.1K+ 59.02% |
$699K - $750K
|
56.7K
$2.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21K+ 9731.48% |
$697K - $748K
|
21.2K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
20.3K+ 66.54% |
$674K - $723K
|
50.9K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20K+ 128.17% |
$663K - $711K
|
35.6K
$1.73M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
19.5K+ 206.6% |
$646K - $693K
|
28.9K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.4K+ 4.39% |
$644K - $691K
|
461K
$22.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
19.4KNew |
$642K - $689K
|
19.4K
$941K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.3K+ 27.89% |
$640K - $687K
|
88.5K
$4.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
18.2K+ 40.09% |
$603K - $647K
|
63.5K
$3.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
17.3K+ 2193.65% |
$573K - $615K
|
18.1K
$878K
|