Purchases and Sales Made in Q2 2023 in Financial Sector Spdr (XLF)

XLF Quotes by TradingView

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
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-13K
- 5.69%
$411K - $439K
216K $10.2M
Aug 10, 2023 Q2 2023
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-13.1K
- 97.76%
$413K - $441K
300 $14.2K
Aug 02, 2023 Q2 2023
Mai Capital Management

SELL
 -
-13.1K
- 9.93%
$414K - $442K
119K $5.62M
Jul 24, 2023 Q2 2023
Galvin, Gaustad & Stein, LLC

SELL
 -
-13.7K
- 9.05%
$431K - $461K
137K $6.5M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

SELL
 -
-13.7K
- 42.1%
$432K - $461K
18.8K $890K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-13.9K
- 33.02%
$439K - $469K
28.2K $1.34M
Aug 14, 2023 Q2 2023
Zurich Insurance Group LTD

Zurich, V8
SELL
 -
-14.1K
- 5.53%
$445K - $476K
241K $11.4M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

SELL
 -
-14.3K
- 5.98%
$450K - $481K
224K $10.6M
Aug 11, 2023 Q2 2023
Rmb Capital Management, LLC

SELL
 -
-14.4K
- 36.12%
$453K - $484K
25.4K $1.2M
Aug 08, 2023 Q2 2023
Rollins Financial

SELL
 -
-14.5K
- 68.25%
$457K - $488K
6.74K $319K
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

SELL
 -
-14.6K
- 21.32%
$460K - $492K
53.8K $2.55M
Jul 17, 2023 Q2 2023
Chesley Taft & Associates LLC

SELL
 -
-15.1K
- 5.04%
$475K - $507K
284K $13.4M
Jul 19, 2023 Q2 2023
Signature Estate & Investment Advisors LLC

SELL
 -
-16K
- 63.02%
$504K - $538K
9.37K $443K
Aug 02, 2023 Q2 2023
Powell Investment Advisors, LLC

SELL
 -
-16K
- 50.11%
$504K - $539K
15.9K $753K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-16.5K
- 42.18%
$520K - $556K
22.6K $1.07M
Aug 08, 2023 Q2 2023
3 D/L Capital Management, LLC

SELL
 -
-16.7K
- 33.94%
$527K - $563K
32.5K $1.54M
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

SELL
 -
-16.7K
- 3.93%
$527K - $563K
408K $19.3M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-16.7K
- 31.9%
$527K - $564K
35.7K $1.69M
Jul 31, 2023 Q2 2023
5th Street Advisors, LLC

SELL
 -
-16.8K
- 5.79%
$530K - $566K
273K $12.9M
Jul 13, 2023 Q2 2023
Congress Wealth Management LLC

Boston, MA
SELL
 -
-16.9K
- 1.02%
$534K - $570K
1.64M $77.4M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-17K
- 10.19%
$536K - $573K
150K $7.09M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

SELL
 -
-17.3K
- 2.68%
$547K - $585K
629K $29.8M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

SELL
 -
-17.6K
- 41.89%
$556K - $594K
24.5K $1.16M
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

SELL
 -
-17.8K
- 95.75%
$560K - $599K
788 $37.3K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-18.6K
- 30.78%
$587K - $627K
41.8K $1.98M
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

SELL
 -
-18.7K
- 27.42%
$589K - $629K
49.4K $2.34M
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

SELL
 -
-18.7K
- 48.62%
$589K - $629K
19.7K $934K
Aug 07, 2023 Q2 2023
Pinnacle Financial Partners Inc

SELL
 -
-18.9K
- 45.43%
$596K - $637K
22.7K $1.07M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-19.5K
- 26.47%
$615K - $657K
54.1K $2.56M
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

SELL
 -
-19.8K
- 49.02%
$624K - $667K
20.6K $974K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-19.9K
- 2.47%
$628K - $671K
786K $37.2M
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
SELL
 -
-19.9K
- 74.77%
$628K - $671K
6.72K $318K
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-20.6K
- 23.18%
$650K - $694K
68.2K $3.23M
Aug 07, 2023 Q2 2023
Waldron Private Wealth LLC

SELL
 -
-20.7K
- 38.94%
$653K - $698K
32.5K $1.54M
Aug 29, 2024 Q2 2023
Waldron Private Wealth LLC

SELL
 -
-20.7K
- 38.94%
$653K - $698K
32.5K $1.54M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-20.7K
- 9.25%
$654K - $698K
203K $9.62M
Jul 11, 2023 Q2 2023
Ferguson Wellman Capital Management, Inc

SELL
 -
-20.7K
- 11.53%
$654K - $698K
159K $7.52M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-20.8K
- 1.78%
$655K - $700K
1.15M $54.2M
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

SELL
 -
-20.8K
- 22.12%
$656K - $701K
73.2K $3.46M
Aug 14, 2023 Q2 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-21K
- 34.37%
$661K - $706K
40K $1.89M
Aug 04, 2023 Q2 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-21.2K
- 49.17%
$670K - $716K
22K $1.04M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-21.7K
- 5.87%
$684K - $730K
347K $16.4M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

SELL
 -
-21.8K
- 6.12%
$689K - $736K
335K $15.9M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
SELL
 -
-21.9K
- 18.11%
$691K - $739K
99.1K $4.69M
Aug 08, 2023 Q2 2023
Vantage Financial Partners Ltd., Inc.

SELL
 -
-23.2K
- 9.85%
$731K - $782K
212K $10M
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

SELL
 -
-24K
- 55.41%
$758K - $809K
19.3K $914K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

SELL
 -
-24.6K
- 5.37%
$777K - $830K
434K $20.5M
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
SELL
 -
-26K
- 15.28%
$819K - $875K
144K $6.81M
Jul 26, 2023 Q2 2023
Amplius Wealth Advisors, LLC

SELL
 -
-26.6K
- 67.9%
$838K - $896K
12.6K $594K

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