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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-59- 0.23% |
$1.86K - $2.23K
|
25.7K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-65- 1.49% |
$2.04K - $2.45K
|
4.3K
$211K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-67- 57.26% |
$2.11K - $2.53K
|
50
$2.46K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-67- 0.11% |
$2.11K - $2.53K
|
61.9K
$3.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-69- 0.67% |
$2.17K - $2.6K
|
10.2K
$502K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-69- 0.69% |
$2.17K - $2.6K
|
10K
$491K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-70- 0.2% |
$2.2K - $2.64K
|
34.2K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-73- 15.77% |
$2.3K - $2.75K
|
390
$19.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-76- 1.22% |
$2.39K - $2.87K
|
6.15K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-80- 0.63% |
$2.52K - $3.02K
|
12.6K
$616K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 0.86% |
$3.15K - $3.77K
|
11.5K
$567K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-100- 1.19% |
$3.15K - $3.77K
|
8.28K
$407K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-100- 0.34% |
$3.15K - $3.77K
|
29.6K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.85% |
$3.15K - $3.77K
|
11.7K
$572K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-102- 0.43% |
$3.21K - $3.85K
|
23.4K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-105- 1.47% |
$3.3K - $3.96K
|
7.05K
$346K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-108- 1.72% |
$3.4K - $4.07K
|
6.17K
$303K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-110- 1.59% |
$3.46K - $4.15K
|
6.81K
$334K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-110- 5.25% |
$3.46K - $4.15K
|
1.99K
$97.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-112- 1.11% |
$3.52K - $4.22K
|
9.99K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-113- 0.01% |
$3.55K - $4.26K
|
841K
$41.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-121- 1.13% |
$3.81K - $4.56K
|
10.6K
$522K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-121- 1.13% |
$3.81K - $4.56K
|
10.6K
$522K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-125- 4.04% |
$3.93K - $4.72K
|
2.97K
$146K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-129- 1.03% |
$4.06K - $4.87K
|
12.4K
$608K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-131- 0.81% |
$4.12K - $4.94K
|
15.9K
$783K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-138- 2.51% |
$4.34K - $5.21K
|
5.36K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-150- 1.64% |
$4.72K - $5.66K
|
9K
$442K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-155- 0.66% |
$4.87K - $5.85K
|
23.2K
$1.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-155- 1.18% |
$4.87K - $5.85K
|
12.9K
$636K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-157- 0.36% |
$4.94K - $5.92K
|
43.4K
$2.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-162- 0.31% |
$5.09K - $6.11K
|
51.7K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-163- 1.16% |
$5.13K - $6.15K
|
13.9K
$680K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-169- 16.3% |
$5.32K - $6.37K
|
868
$42.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-175- 0.51% |
$5.5K - $6.6K
|
33.9K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-183- 1.75% |
$5.76K - $6.9K
|
10.3K
$504K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-195- 0.15% |
$6.13K - $7.36K
|
132K
$6.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-200- 3.17% |
$6.29K - $7.54K
|
6.12K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-200- 2.59% |
$6.29K - $7.54K
|
7.53K
$370K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-201- 1.37% |
$6.32K - $7.58K
|
14.5K
$712K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-205- 0.63% |
$6.45K - $7.73K
|
32.4K
$1.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-206- 1.21% |
$6.48K - $7.77K
|
16.8K
$823K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-210- 1.27% |
$6.6K - $7.92K
|
16.3K
$801K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-215- 1.36% |
$6.76K - $8.11K
|
15.5K
$763K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-223- 3.44% |
$7.01K - $8.41K
|
6.26K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-224- 0.54% |
$7.04K - $8.45K
|
41.2K
$2.02M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-227- 2.08% |
$7.14K - $8.56K
|
10.7K
$524K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-234- 0.54% |
$7.36K - $8.83K
|
43K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-243- 1.06% |
$7.64K - $9.17K
|
22.6K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-245- 2.44% |
$7.71K - $9.24K
|
9.78K
$480K
|