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 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-311- 32.36% |
$10.3K - $11.1K
|
650
$31.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-319- 0.27% |
$10.6K - $11.4K
|
120K
$5.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-325- 3.04% |
$10.8K - $11.6K
|
10.4K
$510K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-328- 35.23% |
$10.9K - $11.7K
|
603
$29.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-334- 10.1% |
$11.1K - $11.9K
|
2.97K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-334- 1.23% |
$11.1K - $11.9K
|
26.9K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-338- 2.45% |
$11.2K - $12K
|
13.5K
$661K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-340- 0.98% |
$11.3K - $12.1K
|
34.5K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-344- 1.14% |
$11.4K - $12.2K
|
29.8K
$1.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-348- 4.87% |
$11.5K - $12.4K
|
6.8K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-355- 3.42% |
$11.8K - $12.6K
|
10K
$492K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-373- 4.23% |
$12.4K - $13.3K
|
8.44K
$415K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-378- 4.48% |
$12.5K - $13.5K
|
8.06K
$396K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-396- 0.54% |
$13.1K - $14.1K
|
73.2K
$3.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-396- 1.36% |
$13.1K - $14.1K
|
28.8K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-402- 0.04% |
$13.3K - $14.3K
|
900K
$44.2M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-402- 0.09% |
$13.3K - $14.3K
|
463K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-405- 16.46% |
$13.4K - $14.4K
|
2.06K
$101K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-410- 1.41% |
$13.6K - $14.6K
|
28.6K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-414- 2.97% |
$13.7K - $14.7K
|
13.5K
$663K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-417- 17.13% |
$13.8K - $14.8K
|
2.02K
$99.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-431- 16.85% |
$14.3K - $15.3K
|
2.13K
$104K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-434- 0.64% |
$14.4K - $15.5K
|
67K
$3.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-435- 3.66% |
$14.4K - $15.5K
|
11.4K
$562K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-446- 6.47% |
$14.8K - $15.9K
|
6.45K
$317K
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-448- 1.03% |
$14.9K - $15.9K
|
43.3K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-456- 17.5% |
$15.1K - $16.2K
|
2.15K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-459- 3.84% |
$15.2K - $16.3K
|
11.5K
$564K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-465- 0.08% |
$15.4K - $16.6K
|
609K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-465- 4.43% |
$15.4K - $16.6K
|
10K
$493K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-470- 5.26% |
$15.6K - $16.7K
|
8.46K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-470- 6.01% |
$15.6K - $16.7K
|
7.35K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-492- 5.26% |
$16.3K - $17.5K
|
8.87K
$436K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-493- 4.01% |
$16.4K - $17.6K
|
11.8K
$579K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-500- 21.82% |
$16.6K - $17.8K
|
1.79K
$88K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-500- 1.76% |
$16.6K - $17.8K
|
27.9K
$1.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-500- 49.26% |
$16.6K - $17.8K
|
515
$25.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-501- 19.29% |
$16.6K - $17.8K
|
2.1K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-501- 24.37% |
$16.6K - $17.8K
|
1.56K
$76.4K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-502- 1.91% |
$16.7K - $17.9K
|
25.7K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-510- 1.21% |
$16.9K - $18.2K
|
41.6K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-510- 52.42% |
$16.9K - $18.2K
|
463
$22.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-523- 0.71% |
$17.3K - $18.6K
|
73.6K
$3.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-525- 2.64% |
$17.4K - $18.7K
|
19.3K
$949K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-540- 3.8% |
$17.9K - $19.2K
|
13.7K
$671K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-541- 1.57% |
$17.9K - $19.3K
|
34K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-542- 5.93% |
$18K - $19.3K
|
8.59K
$422K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-544- 1.68% |
$18K - $19.4K
|
31.9K
$1.57M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-544- 1.68% |
$18K - $19.4K
|
31.9K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-549- 1.15% |
$18.2K - $19.5K
|
47K
$2.31M
|