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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.58K+ 32.15% |
$85.6K - $91.9K
|
10.6K
$516K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.49K+ 16.82% |
$82.7K - $88.8K
|
17.3K
$842K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2.41KNew |
$79.8K - $85.7K
|
2.41K
$117K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.38K+ 58.68% |
$79.1K - $84.9K
|
6.45K
$313K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.38K+ 2.55% |
$78.8K - $84.6K
|
95.5K
$4.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.33K+ 11.21% |
$77.2K - $82.9K
|
23.1K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.33K+ 17.16% |
$77.1K - $82.8K
|
15.9K
$771K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.26K+ 1.64% |
$75K - $80.5K
|
140K
$6.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.26K+ 8.5% |
$75K - $80.5K
|
28.9K
$1.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.21K+ 18.28% |
$73.4K - $78.8K
|
14.3K
$696K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.14K+ 4.44% |
$70.8K - $76K
|
50.3K
$2.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.12K+ 25.72% |
$70.4K - $75.5K
|
10.4K
$504K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.11K+ 3.07% |
$70.1K - $75.3K
|
70.9K
$3.45M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.05K+ 23.11% |
$68.1K - $73.1K
|
10.9K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.02KNew |
$66.9K - $71.8K
|
2.02K
$98.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
2.01K+ 2.54% |
$66.8K - $71.7K
|
81.1K
$3.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2K+ 2.49% |
$66.3K - $71.2K
|
82.4K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.98K+ 15.35% |
$65.5K - $70.3K
|
14.9K
$722K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.96K+ 22.85% |
$65K - $69.8K
|
10.5K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.76K+ 5.79% |
$58.5K - $62.8K
|
32.2K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.74KNew |
$57.6K - $61.8K
|
1.74K
$84.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.68K+ 4.7% |
$55.7K - $59.7K
|
37.4K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.67K+ 2.45% |
$55.5K - $59.6K
|
69.9K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.67K+ 16.55% |
$55.3K - $59.3K
|
11.7K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.65K+ 1.63% |
$54.7K - $58.7K
|
103K
$4.99M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.62K+ 4.37% |
$53.8K - $57.7K
|
38.7K
$1.88M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.59K+ 1.78% |
$52.6K - $56.5K
|
90.5K
$4.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.59K+ 3.7% |
$52.6K - $56.5K
|
44.5K
$2.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.55K+ 13.4% |
$51.3K - $55.1K
|
13.1K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.54K+ 4.69% |
$50.9K - $54.6K
|
34.3K
$1.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 4.23% |
$50K - $53.6K
|
37.1K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.46K+ 2.23% |
$48.4K - $51.9K
|
66.7K
$3.24M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.45KNew |
$48.2K - $51.7K
|
1.45K
$70.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.44K+ 3.98% |
$47.7K - $51.2K
|
37.5K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.43K+ 3.31% |
$47.4K - $50.9K
|
44.6K
$2.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.42K+ 56.03% |
$47.2K - $50.6K
|
3.96K
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 10.72% |
$45K - $48.3K
|
14K
$681K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.33K+ 6.54% |
$44.1K - $47.3K
|
21.7K
$1.05M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
1.31K+ 2.59% |
$43.4K - $46.5K
|
51.8K
$2.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.31K+ 3.51% |
$43.3K - $46.5K
|
38.5K
$1.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.3K+ 16.63% |
$43.2K - $46.3K
|
9.12K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.29K+ 0.31% |
$42.7K - $45.8K
|
419K
$20.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
1.25K+ 2.83% |
$41.6K - $44.6K
|
45.6K
$2.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.23K+ 15.24% |
$40.8K - $43.8K
|
9.31K
$452K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.2K+ 2.02% |
$39.9K - $42.8K
|
60.7K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.15K+ 17.44% |
$38K - $40.8K
|
7.71K
$375K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
1.12K+ 14.15% |
$37K - $39.7K
|
9K
$437K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
1.11K+ 1.7% |
$36.7K - $39.4K
|
66.3K
$3.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.09K+ 1.65% |
$36.2K - $38.9K
|
67.4K
$3.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.07K+ 4.39% |
$35.6K - $38.2K
|
25.5K
$1.24M
|