Purchases and Sales Made in Q4 2023 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
78+ 0.36% |
$2.45K - $2.94K
|
22K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
77+ 0.38% |
$2.42K - $2.9K
|
20.6K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
75+ 0.6% |
$2.36K - $2.83K
|
12.7K
$622K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
72+ 0.9% |
$2.26K - $2.72K
|
8.07K
$397K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
67+ 0.19% |
$2.11K - $2.53K
|
36K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
67New |
$2.11K - $2.53K
|
67
$3.29K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
65+ 0.25% |
$2.04K - $2.45K
|
26.4K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
57+ 0.57% |
$1.79K - $2.15K
|
10.1K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
57+ 0.42% |
$1.79K - $2.15K
|
13.7K
$671K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
49+ 0.41% |
$1.54K - $1.85K
|
12.1K
$596K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
48+ 4.03% |
$1.51K - $1.81K
|
1.24K
$60.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
44+ 0.49% |
$1.38K - $1.66K
|
8.95K
$440K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
42+ 0.37% |
$1.32K - $1.58K
|
11.3K
$554K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
40+ 0.59% |
$1.26K - $1.51K
|
6.84K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 2.57% |
$1.26K - $1.51K
|
1.6K
$78.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
38+ 0.48% |
$1.2K - $1.43K
|
7.88K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 0.96% |
$1.01K - $1.21K
|
3.38K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31+ 0.46% |
$975 - $1.17K
|
6.74K
$331K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
30+ 0.31% |
$944 - $1.13K
|
9.64K
$474K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
29+ 0.19% |
$912 - $1.09K
|
15.1K
$743K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
26+ 0.16% |
$818 - $981
|
16K
$784K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
25+ 0.22% |
$786 - $943
|
11.2K
$551K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
25+ 0.38% |
$786 - $943
|
6.62K
$325K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
21+ 0.32% |
$660 - $792
|
6.53K
$321K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
19+ 1.75% |
$598 - $717
|
1.1K
$54.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
17+ 0.12% |
$535 - $641
|
13.8K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.28% |
$535 - $641
|
6.18K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15+ 0.39% |
$472 - $566
|
3.9K
$192K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
14+ 0.16% |
$440 - $528
|
8.53K
$419K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
13+ 0.14% |
$409 - $490
|
9.32K
$458K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
12+ 0.02% |
$377 - $453
|
56.2K
$2.76M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
12+ 0.02% |
$377 - $453
|
48.9K
$2.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
11+ 0.13% |
$346 - $415
|
8.17K
$401K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.54% |
$315 - $377
|
1.85K
$90.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
10+ 0.03% |
$315 - $377
|
35.2K
$1.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8+ 0.06% |
$252 - $302
|
14.3K
$704K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 0.09% |
$220 - $264
|
7.94K
$390K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7+ 0.03% |
$220 - $264
|
24.3K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.03% |
$189 - $226
|
19.3K
$948K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
6+ 0.08% |
$189 - $226
|
7.95K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6+ 0.04% |
$189 - $226
|
15.1K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
6+ 0.04% |
$189 - $226
|
14K
$690K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.03% |
$157 - $189
|
15.5K
$762K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 0.5% |
$157 - $189
|
1.01K
$49.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.5% |
$157 - $189
|
997
$49K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.5% |
$157 - $189
|
997
$49K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4+ 0.06% |
$126 - $151
|
7.1K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$126 - $151
|
17.7K
$869K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.58% |
$94.4 - $113
|
518
$25.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$94.4 - $113
|
6.74K
$331K
|