Purchases and Sales Made in Q4 2023 in Financial Sector Spdr (XLF)

XLF Quotes by TradingView

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 12, 2024 Q4 2023
Blue Sky Wealth Advisors, LLC

SELL
 -
-4.4K
- 43.14%
$138K - $166K
5.79K $284K
Jan 11, 2024 Q4 2023
Constitution Capital LLC

Shelton, CT
SELL
 -
-4.55K
- 21.08%
$143K - $172K
17K $834K
Feb 14, 2024 Q4 2023
Resources Management Corp

West Hartford, CT
SELL
 -
-4.59K
- 99.18%
$144K - $173K
38 $1.86K
Feb 13, 2024 Q4 2023
Intrepid Financial Planning Group LLC

Carmel, IN
SELL
 -
-4.6K
- 7.91%
$145K - $173K
53.5K $2.62M
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-4.77K
- 3.52%
$150K - $180K
131K $6.4M
Jan 31, 2024 Q4 2023
Tranquility Partners, LLC

SELL
 -
-4.79K
- 14.54%
$151K - $181K
28.1K $1.38M
Feb 08, 2024 Q4 2023
Meridian Wealth Management, LLC

SELL
 -
-4.83K
- 5.24%
$152K - $182K
87.3K $4.28M
Jan 30, 2024 Q4 2023
Desjardins Global Asset Management Inc.

Montreal, A8
SELL
 -
-4.85K
- 19.39%
$153K - $183K
20.2K $989K
Feb 01, 2024 Q4 2023
Beaumont Asset Management, L.L.C.

SELL
 -
-4.91K
- 25.07%
$154K - $185K
14.7K $719K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

SELL
 -
-4.93K
- 18.75%
$155K - $186K
21.3K $1.05M
Feb 09, 2024 Q4 2023
Argent Trust CO

Nashville, TN
SELL
 -
-5.02K
- 24.52%
$158K - $189K
15.4K $756K
Feb 07, 2024 Q4 2023
Wall Capital Group, Inc.

SELL
 -
-5.13K
- 2.72%
$161K - $193K
183K $8.97M
Feb 16, 2024 Q4 2023
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-5.17K
- 14.67%
$163K - $195K
30.1K $1.47M
Jan 31, 2024 Q4 2023
Evolution Wealth Advisors, LLC

SELL
 -
-5.33K
- 1.24%
$168K - $201K
424K $20.8M
Feb 05, 2024 Q4 2023
Ledyard National Bank

SELL
 -
-5.36K
- 2.81%
$168K - $202K
185K $9.08M
Feb 13, 2024 Q4 2023
Csenge Advisory Group

SELL
 -
-5.42K
- 23.94%
$170K - $204K
17.2K $843K
Feb 06, 2024 Q4 2023
Darwin Advisors, LLC

SELL
 -
-5.53K
- 10.85%
$174K - $209K
45.4K $2.23M
Feb 14, 2024 Q4 2023
Bokf, Na

Tulsa, OK
SELL
 -
-5.58K
- 23.71%
$175K - $210K
18K $879K
Jan 24, 2024 Q4 2023
Private Trust CO Na

SELL
 -
-5.61K
- 12.67%
$176K - $212K
38.7K $1.89M
Feb 14, 2024 Q4 2023
Zuckerman Investment Group, LLC

Chicago, IL
SELL
 -
-5.64K
- 3.01%
$177K - $213K
181K $8.89M
Jan 23, 2024 Q4 2023
Private Wealth Advisors, LLC

Fresno, CA
SELL
 -
-5.74K
- 3.72%
$180K - $216K
148K $7.27M
Jan 24, 2024 Q4 2023
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-5.79K
- 18.09%
$182K - $218K
26.2K $1.28M
Feb 06, 2024 Q4 2023
Avidian Wealth Solutions, LLC

SELL
 -
-5.81K
- 23.63%
$183K - $219K
18.8K $919K
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

SELL
 -
-5.87K
- 8.27%
$184K - $221K
65.1K $3.19M
Jan 17, 2024 Q4 2023
Atticus Wealth Management, LLC

SELL
 -
-6K
- 29.71%
$189K - $226K
14.2K $695K
Feb 07, 2024 Q4 2023
Banque Cantonale Vaudoise

SELL
 -
-6K
- 28.94%
$189K - $226K
14.7K $722K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-6.22K
- 7.6%
$196K - $235K
75.6K $3.71M
Jan 22, 2024 Q4 2023
Pinnacle Financial Partners Inc

SELL
 -
-6.3K
- 48.78%
$198K - $238K
6.61K $324K
Jan 31, 2024 Q4 2023
Fidelis Capital Partners, LLC

Tampa, FL
SELL
 -
-6.33K
- 45.52%
$199K - $239K
7.58K $371K
Jan 23, 2024 Q4 2023
Tiaa Trust, National Association

Charlotte, NC
SELL
 -
-6.4K
- 6.77%
$201K - $242K
88.1K $4.32M
Jan 05, 2024 Q4 2023
Montecito Bank & Trust

SELL
 -
-6.45K
- 23.99%
$203K - $243K
20.4K $1M
Jan 11, 2024 Q4 2023
Brookstone Capital Management

SELL
 -
-6.52K
- 18.71%
$205K - $246K
28.3K $1.39M
Feb 05, 2024 Q4 2023
Essex Financial Services, Inc.

SELL
 -
-6.92K
- 19.6%
$218K - $261K
28.4K $1.39M
Feb 05, 2024 Q4 2023
Transcend Capital Advisors, LLC

SELL
 -
-6.99K
- 11.44%
$220K - $264K
54.1K $2.65M
Jun 03, 2024 Q4 2023
Vontobel Holding Ltd.

SELL
 -
-7.01K
- 1.51%
$220K - $264K
456K $22.3M
Feb 09, 2024 Q4 2023
Banque Pictet & Cie Sa

SELL
 -
-7.19K
- 9.57%
$226K - $271K
67.9K $3.33M
Feb 08, 2024 Q4 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-7.4K
- 10.2%
$233K - $279K
65.2K $3.19M
Feb 01, 2024 Q4 2023
Eudaimonia Advisors LLC

Winchester, TN
SELL
 -
-7.47K
- 11.63%
$235K - $282K
56.7K $2.78M
Jan 29, 2024 Q4 2023
Vontobel Holding Ltd.

SELL
 -
-7.61K
- 0.85%
$239K - $287K
892K $43.7M
Feb 09, 2024 Q4 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-7.71K
- 22.42%
$243K - $291K
26.7K $1.31M
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
SELL
 -
-7.75K
- 71.68%
$244K - $292K
3.06K $150K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-7.79K
- 9.36%
$245K - $294K
75.4K $3.7M
Jan 10, 2024 Q4 2023
Raymond James Trust N.A.

SELL
 -
-7.87K
- 12.87%
$248K - $297K
53.3K $2.61M
Feb 08, 2024 Q4 2023
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-8.15K
- 8.25%
$256K - $307K
90.7K $4.44M
Jan 18, 2024 Q4 2023
Burns J W & CO Inc

SELL
 -
-8.53K
- 5.15%
$268K - $322K
157K $7.69M
Feb 02, 2024 Q4 2023
Capital Advisors, Ltd. LLC

SELL
 -
-8.57K
- 13.22%
$269K - $323K
56.2K $2.76M
Jan 17, 2024 Q4 2023
First Premier Bank

SELL
 -
-8.57K
- 94.53%
$269K - $323K
496 $24.3K
Jan 11, 2024 Q4 2023
Rockland Trust CO

SELL
 -
-8.59K
- 7.2%
$270K - $324K
111K $5.42M
Feb 08, 2024 Q4 2023
Atomi Financial Group, Inc.

Irvine, CA
SELL
 -
-8.79K
- 33.34%
$276K - $331K
17.6K $860K

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