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 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-133- 0.39% |
$4.41K - $4.73K
|
34K
$1.67M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-137- 57.81% |
$4.54K - $4.88K
|
100
$4.91K
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-137- 0.6% |
$4.54K - $4.88K
|
22.6K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-145- 0.57% |
$4.81K - $5.16K
|
25.2K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-150- 1.84% |
$4.98K - $5.34K
|
8K
$393K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-150- 0.94% |
$4.98K - $5.34K
|
15.9K
$780K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-155- 1.92% |
$5.14K - $5.52K
|
7.93K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-160- 1.61% |
$5.31K - $5.7K
|
9.78K
$480K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-162- 1.34% |
$5.37K - $5.77K
|
12K
$587K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-162- 2.86% |
$5.37K - $5.77K
|
5.49K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-162- 1.41% |
$5.37K - $5.77K
|
11.3K
$556K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-166- 0.53% |
$5.51K - $5.91K
|
31.4K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-170- 1.72% |
$5.64K - $6.05K
|
9.71K
$477K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-179- 43.03% |
$5.94K - $6.37K
|
237
$11.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-180- 25.53% |
$5.97K - $6.41K
|
525
$25.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-180- 1.65% |
$5.97K - $6.41K
|
10.7K
$528K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-180- 1.65% |
$5.97K - $6.41K
|
10.7K
$528K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-184- 1.72% |
$6.1K - $6.55K
|
10.5K
$518K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-185- 0.32% |
$6.14K - $6.59K
|
57.1K
$2.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-188- 0.99% |
$6.24K - $6.69K
|
18.8K
$925K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-193- 0.31% |
$6.4K - $6.87K
|
61.9K
$3.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-194- 2.38% |
$6.43K - $6.91K
|
7.94K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-196- 1.61% |
$6.5K - $6.98K
|
12K
$589K
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-198- 0.79% |
$6.57K - $7.05K
|
24.7K
$1.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-200- 2.93% |
$6.63K - $7.12K
|
6.63K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-210- 3.04% |
$6.97K - $7.48K
|
6.69K
$329K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-210- 0.93% |
$6.97K - $7.48K
|
22.4K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-213- 2.52% |
$7.07K - $7.58K
|
8.25K
$405K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-221- 24.18% |
$7.33K - $7.87K
|
693
$34K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-227- 0.96% |
$7.53K - $8.08K
|
23.4K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-230- 1.03% |
$7.63K - $8.19K
|
22.2K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-232- 1.95% |
$7.7K - $8.26K
|
11.7K
$573K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-238- 0.37% |
$7.89K - $8.47K
|
63.8K
$3.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-240- 3.66% |
$7.96K - $8.54K
|
6.32K
$310K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-243- 67.5% |
$8.06K - $8.65K
|
117
$5.75K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-245- 1.27% |
$8.13K - $8.72K
|
19K
$934K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-245- 1.2% |
$8.13K - $8.72K
|
20.1K
$987K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-249- 3.12% |
$8.26K - $8.86K
|
7.73K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-250- 0.3% |
$8.29K - $8.9K
|
81.9K
$4.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-253- 1.04% |
$8.39K - $9.01K
|
24K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-254- 1.15% |
$8.43K - $9.04K
|
21.9K
$1.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-263- 3.12% |
$8.72K - $9.36K
|
8.17K
$401K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-266- 1.92% |
$8.82K - $9.47K
|
13.6K
$668K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-270- 2.32% |
$8.96K - $9.61K
|
11.4K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-280- 3.27% |
$9.29K - $9.97K
|
8.27K
$406K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-292- 18.62% |
$9.69K - $10.4K
|
1.28K
$62.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-295- 0.83% |
$9.79K - $10.5K
|
35.2K
$1.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-298- 2.28% |
$9.88K - $10.6K
|
12.8K
$628K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-300- 1.46% |
$9.95K - $10.7K
|
20.3K
$996K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-303- 99.02% |
$10.1K - $10.8K
|
3
$147
|