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 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-38K- 70.6% |
$1.26M - $1.35M
|
15.8K
$776K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-38.6K- 16.74% |
$1.28M - $1.37M
|
192K
$9.41M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38.9K- 6.78% |
$1.29M - $1.38M
|
535K
$26.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-38.9K- 21.29% |
$1.29M - $1.38M
|
144K
$7.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-39.3K- 15.12% |
$1.3M - $1.4M
|
221K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-45.8K- 16.8% |
$1.52M - $1.63M
|
227K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-47.9K- 36.91% |
$1.59M - $1.71M
|
81.9K
$4.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-48.4K- 8.33% |
$1.61M - $1.72M
|
532K
$26.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-48.8K- 4.23% |
$1.62M - $1.74M
|
1.11M
$54.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-49.9K- 24.21% |
$1.66M - $1.78M
|
156K
$7.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-57.3K- 78.54% |
$1.9M - $2.04M
|
15.6K
$767K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-57.8K- 9.19% |
$1.92M - $2.06M
|
571K
$28M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-58.6K- 41.5% |
$1.94M - $2.09M
|
82.6K
$4.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-59.5K- 36.67% |
$1.97M - $2.12M
|
103K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-60.2K- 3.17% |
$2M - $2.14M
|
1.84M
$90.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-64.9K- 30.61% |
$2.15M - $2.31M
|
147K
$7.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-66.8K- 13.46% |
$2.21M - $2.38M
|
429K
$21M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-69.5K- 4.48% |
$2.3M - $2.47M
|
1.48M
$72.6M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-69.7K- 13.15% |
$2.31M - $2.48M
|
460K
$22.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-75K- 79.84% |
$2.49M - $2.67M
|
18.9K
$927K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-79.2K- 31.53% |
$2.63M - $2.82M
|
172K
$8.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-80.5K- 37.26% |
$2.67M - $2.86M
|
135K
$6.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-81.8K- 2.57% |
$2.71M - $2.91M
|
3.09M
$152M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-86K- 36.81% |
$2.85M - $3.06M
|
148K
$7.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-87.2K- 1.3% |
$2.89M - $3.1M
|
6.6M
$323M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-96.3K- 9.97% |
$3.19M - $3.43M
|
869K
$42.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-105K- 8.29% |
$3.5M - $3.75M
|
1.17M
$57.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-120K- 56.35% |
$3.97M - $4.26M
|
92.6K
$4.54M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-121K- 6.78% |
$4.02M - $4.32M
|
1.67M
$81.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-124K- 64.27% |
$4.1M - $4.4M
|
68.7K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-127K- 29.78% |
$4.22M - $4.53M
|
300K
$14.7M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-128K- 89.04% |
$4.25M - $4.56M
|
15.8K
$772K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-131K- 78.29% |
$4.34M - $4.66M
|
36.3K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-164K- 48.0% |
$5.42M - $5.82M
|
177K
$8.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-173K- 32.69% |
$5.75M - $6.17M
|
357K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-177K- 71.29% |
$5.89M - $6.32M
|
71.5K
$3.5M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-181K- 15.64% |
$5.99M - $6.43M
|
974K
$47.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-185K- 100.0% |
$6.15M - $6.6M
|
1
$49
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-192K- 76.42% |
$6.37M - $6.83M
|
59.2K
$2.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-193K- 4.61% |
$6.39M - $6.86M
|
3.99M
$195M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-210K- 87.53% |
$6.96M - $7.47M
|
29.9K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-236K- 8.04% |
$7.82M - $8.39M
|
2.69M
$132M
|
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-261K- 95.75% |
$8.67M - $9.3M
|
11.6K
$568K
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-272K- 87.45% |
$9.04M - $9.7M
|
39.1K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-297K- 10.6% |
$9.84M - $10.6M
|
2.5M
$123M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-319K- 98.77% |
$10.6M - $11.4M
|
3.97K
$195K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-319K- 98.77% |
$10.6M - $11.4M
|
3.97K
$195K
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-373K- 67.94% |
$12.4M - $13.3M
|
176K
$8.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-433K- 7.73% |
$14.4M - $15.4M
|
5.17M
$253M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-463K- 3.92% |
$15.4M - $16.5M
|
11.4M
$557M
|