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 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.01K+ 45.59% |
$299K - $321K
|
28.8K
$1.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
9KNew |
$299K - $320K
|
9K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.93KNew |
$296K - $318K
|
8.93K
$434K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.58K+ 20.03% |
$285K - $305K
|
51.4K
$2.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
8.55K+ 3.82% |
$284K - $304K
|
232K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.55K+ 50.28% |
$284K - $304K
|
25.6K
$1.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
8.48K+ 19.21% |
$281K - $302K
|
52.6K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.47K+ 5.14% |
$281K - $302K
|
173K
$8.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
8.44KNew |
$280K - $300K
|
8.44K
$410K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
8.36K+ 15.12% |
$277K - $297K
|
63.6K
$3.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.34K+ 1.13% |
$277K - $297K
|
744K
$36.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.34K+ 25.91% |
$277K - $297K
|
40.5K
$1.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
8.31K+ 2.87% |
$276K - $296K
|
298K
$14.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
8.11KNew |
$269K - $289K
|
8.11K
$394K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.07KNew |
$268K - $287K
|
8.07K
$392K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
8KNew |
$265K - $285K
|
8K
$389K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
7.89K+ 6.55% |
$262K - $281K
|
128K
$6.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.88K+ 41.29% |
$261K - $281K
|
27K
$1.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.82K+ 7.01% |
$259K - $278K
|
119K
$5.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.75K+ 11.03% |
$257K - $276K
|
78K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
7.73K+ 4.41% |
$257K - $275K
|
183K
$8.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7.73KNew |
$256K - $275K
|
7.73K
$376K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.62KNew |
$253K - $271K
|
7.62K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.55K+ 28.1% |
$250K - $269K
|
34.4K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
7.43KNew |
$247K - $265K
|
7.43K
$361K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.4K+ 24.27% |
$246K - $264K
|
37.9K
$1.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.3K+ 4.52% |
$242K - $260K
|
169K
$8.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.22K+ 24.31% |
$240K - $257K
|
36.9K
$1.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
7.11K+ 5.87% |
$236K - $253K
|
128K
$6.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.89K+ 24.24% |
$229K - $245K
|
35.3K
$1.72M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.85K+ 5.69% |
$227K - $244K
|
127K
$6.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.85K+ 46.76% |
$227K - $244K
|
21.5K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.77K+ 16.71% |
$224K - $241K
|
47.3K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.51K+ 34.74% |
$216K - $232K
|
25.2K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
6.4KNew |
$212K - $228K
|
6.4K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.4KNew |
$212K - $228K
|
6.4K
$311K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.24K+ 8.83% |
$207K - $222K
|
76.9K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.23KNew |
$207K - $222K
|
6.23K
$303K
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
6.12KNew |
$203K - $218K
|
6.12K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.09K+ 10.83% |
$202K - $217K
|
62.3K
$3.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.95K+ 58.87% |
$197K - $212K
|
16.1K
$781K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
5.87K+ 12.85% |
$195K - $209K
|
51.6K
$2.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.65K+ 33.28% |
$187K - $201K
|
22.6K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
5.65K+ 18.48% |
$187K - $201K
|
36.2K
$1.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
5.6K+ 14.77% |
$186K - $199K
|
43.5K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.24KNew |
$174K - $187K
|
5.24K
$255K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.15K+ 25.16% |
$171K - $183K
|
25.6K
$1.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4.93K+ 4.87% |
$163K - $175K
|
106K
$5.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.81K+ 22.16% |
$160K - $171K
|
26.5K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.8K+ 457.14% |
$159K - $171K
|
5.85K
$284K
|