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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.25K- 9.02% |
$39.5K - $42.2K
|
12.6K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.27K- 6.49% |
$40.2K - $42.9K
|
18.3K
$933K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 13.31% |
$41K - $43.8K
|
8.46K
$430K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 17.09% |
$41K - $43.8K
|
6.3K
$321K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.32K- 15.56% |
$41.6K - $44.5K
|
7.16K
$364K
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-1.32K- 2.55% |
$41.8K - $44.6K
|
50.5K
$2.57M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.38K- 8.87% |
$43.4K - $46.4K
|
14.1K
$719K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.4K- 2.88% |
$44K - $47K
|
47K
$2.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.4K- 6.73% |
$44.1K - $47.1K
|
19.4K
$984K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.4K- 7.77% |
$44.2K - $47.2K
|
16.6K
$845K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 8.28% |
$44.8K - $47.8K
|
15.7K
$800K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.42K- 2.69% |
$44.8K - $47.9K
|
51.3K
$2.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.43K- 2.11% |
$45.2K - $48.3K
|
66.3K
$3.37M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.46K- 74.35% |
$45.9K - $49K
|
502
$25.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.48K- 1.96% |
$46.5K - $49.7K
|
73.6K
$3.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.53K- 10.12% |
$48.1K - $51.4K
|
13.6K
$689K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.53K- 4.14% |
$48.3K - $51.6K
|
35.5K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.56K- 4.53% |
$49.2K - $52.6K
|
32.9K
$1.67M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.57K- 18.18% |
$49.4K - $52.8K
|
7.04K
$358K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.57K- 8.33% |
$49.4K - $52.8K
|
17.2K
$876K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-1.58K- 6.98% |
$49.7K - $53.1K
|
21K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.58K- 5.13% |
$49.8K - $53.2K
|
29.2K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.6K- 2.61% |
$50.4K - $53.8K
|
59.4K
$3.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.6K- 19.07% |
$50.4K - $53.9K
|
6.79K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.62K- 9.7% |
$51.1K - $54.6K
|
15.1K
$766K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.63K- 14.82% |
$51.3K - $54.8K
|
9.34K
$475K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.63K- 14.82% |
$51.3K - $54.8K
|
9.34K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.64K- 8.03% |
$51.8K - $55.4K
|
18.8K
$956K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.67K- 29.03% |
$52.8K - $56.4K
|
4.09K
$208K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.69K- 4.73% |
$53.4K - $57.1K
|
34.1K
$1.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.7K- 0.79% |
$53.5K - $57.2K
|
212K
$10.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.72K- 6.03% |
$54.1K - $57.8K
|
26.8K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.73K- 1.41% |
$54.7K - $58.4K
|
121K
$6.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.75K- 39.41% |
$55.2K - $59K
|
2.69K
$137K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.76K- 16.93% |
$55.6K - $59.4K
|
8.65K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.76K- 3.95% |
$55.7K - $59.5K
|
42.9K
$2.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.78K- 8.13% |
$56.3K - $60.1K
|
20.2K
$1.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.8K- 7.05% |
$56.6K - $60.5K
|
23.7K
$1.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.8K- 8.08% |
$56.8K - $60.7K
|
20.5K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-1.82K- 1.22% |
$57.4K - $61.3K
|
148K
$7.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.83K- 6.06% |
$57.7K - $61.7K
|
28.4K
$1.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.84K- 6.78% |
$57.9K - $61.9K
|
25.2K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.86K- 1.3% |
$58.6K - $62.6K
|
141K
$7.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.91K- 6.02% |
$60.1K - $64.2K
|
29.7K
$1.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 10.77% |
$60.5K - $64.7K
|
15.9K
$808K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.93K- 17.82% |
$60.8K - $65K
|
8.89K
$452K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.93K- 1.31% |
$61K - $65.2K
|
146K
$7.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.95K- 21.69% |
$61.5K - $65.7K
|
7.04K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.96K- 10.91% |
$61.8K - $66.1K
|
16K
$814K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.97K- 4.63% |
$62K - $66.2K
|
40.5K
$2.06M
|