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 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
208+ 1.06% |
$6.9K - $7.4K
|
19.9K
$970K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200+ 3.95% |
$6.63K - $7.12K
|
5.27K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200+ 40.0% |
$6.63K - $7.12K
|
700
$34.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
195+ 0.53% |
$6.47K - $6.94K
|
37.1K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
190+ 1.64% |
$6.3K - $6.76K
|
11.8K
$574K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
181+ 1.14% |
$6K - $6.44K
|
16.1K
$784K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
180New |
$5.97K - $6.41K
|
180
$8.78K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
168+ 0.8% |
$5.57K - $5.98K
|
21.1K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
167+ 0.21% |
$5.54K - $5.95K
|
78.4K
$3.82M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
164+ 0.32% |
$5.44K - $5.84K
|
51K
$2.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
163+ 2.72% |
$5.41K - $5.8K
|
6.15K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
155+ 51.67% |
$5.14K - $5.52K
|
455
$22.2K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
144New |
$4.78K - $5.13K
|
144
$7.02K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
141+ 0.19% |
$4.68K - $5.02K
|
72.5K
$3.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
127+ 0.66% |
$4.21K - $4.52K
|
19.3K
$941K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
124+ 0.15% |
$4.11K - $4.41K
|
82.9K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
120+ 5.45% |
$3.98K - $4.27K
|
2.32K
$113K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
116+ 0.26% |
$3.85K - $4.13K
|
44.3K
$2.16M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
115+ 0.28% |
$3.81K - $4.09K
|
40.9K
$1.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
114+ 4.24% |
$3.78K - $4.06K
|
2.8K
$137K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
114+ 11.74% |
$3.78K - $4.06K
|
1.09K
$52.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
112+ 2.74% |
$3.72K - $3.99K
|
4.2K
$205K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
111+ 0.28% |
$3.68K - $3.95K
|
39.5K
$1.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
111+ 0.17% |
$3.68K - $3.95K
|
63.7K
$3.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
100+ 1.21% |
$3.32K - $3.56K
|
8.38K
$409K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
88+ 0.26% |
$2.92K - $3.13K
|
34K
$1.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
87New |
$2.89K - $3.1K
|
87
$4.24K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
82+ 0.2% |
$2.72K - $2.92K
|
41.5K
$2.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
81+ 0.23% |
$2.69K - $2.88K
|
34.9K
$1.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
79+ 0.46% |
$2.62K - $2.81K
|
17.4K
$848K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
76+ 0.48% |
$2.52K - $2.71K
|
15.8K
$768K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
75New |
$2.49K - $2.67K
|
75
$3.66K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
66New |
$2.19K - $2.35K
|
66
$3.22K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
64+ 12.75% |
$2.12K - $2.28K
|
566
$27.6K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
62+ 0.33% |
$2.06K - $2.21K
|
18.6K
$906K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
57+ 0.44% |
$1.89K - $2.03K
|
13.1K
$637K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
52+ 0.52% |
$1.72K - $1.85K
|
10.1K
$491K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
42+ 0.32% |
$1.39K - $1.5K
|
13.3K
$648K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
42+ 0.39% |
$1.39K - $1.5K
|
10.7K
$523K
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
40+ 0.45% |
$1.33K - $1.42K
|
8.91K
$434K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
40+ 0.03% |
$1.33K - $1.42K
|
134K
$6.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
35+ 0.45% |
$1.16K - $1.25K
|
7.84K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
35+ 0.36% |
$1.16K - $1.25K
|
9.74K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
33+ 0.22% |
$1.09K - $1.17K
|
15.1K
$736K
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
30+ 0.24% |
$995 - $1.07K
|
12.4K
$607K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
30+ 0.17% |
$995 - $1.07K
|
17.8K
$868K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
30+ 0.32% |
$995 - $1.07K
|
9.3K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
30+ 0.2% |
$995 - $1.07K
|
15.3K
$744K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 3.38% |
$929 - $997
|
857
$41.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27+ 0.28% |
$896 - $961
|
9.61K
$469K
|