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 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
33K+ 3.95% |
$1.04M - $1.24M
|
868K
$42.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
32.1K+ 67.79% |
$1.01M - $1.21M
|
79.4K
$3.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
31.6K+ 42.19% |
$995K - $1.19M
|
107K
$5.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
30.9KNew |
$972K - $1.17M
|
30.9K
$1.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
30.6K+ 47.94% |
$962K - $1.15M
|
94.4K
$4.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
29.5K+ 65.79% |
$928K - $1.11M
|
74.3K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
28.9KNew |
$909K - $1.09M
|
28.9K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
28.8K+ 9.92% |
$907K - $1.09M
|
320K
$15.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
28.7KNew |
$903K - $1.08M
|
28.7K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
28.5K+ 55.99% |
$896K - $1.07M
|
79.3K
$3.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
28.1K+ 15.32% |
$883K - $1.06M
|
211K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
27.7KNew |
$873K - $1.05M
|
27.7K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27.5K+ 361.52% |
$865K - $1.04M
|
35.1K
$1.72M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
27.5K+ 31.78% |
$864K - $1.04M
|
114K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
26.8KNew |
$843K - $1.01M
|
26.8K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
26.8K+ 3682.81% |
$842K - $1.01M
|
27.5K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
26.7K+ 3.3% |
$841K - $1.01M
|
836K
$40.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
26.7KNew |
$839K - $1.01M
|
26.7K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
25.6K+ 3.67% |
$806K - $967K
|
725K
$35.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
25.5K+ 5.66% |
$802K - $962K
|
476K
$23.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
25.5KNew |
$802K - $962K
|
25.5K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
25.1K+ 18.59% |
$789K - $946K
|
160K
$7.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
25KNew |
$787K - $944K
|
25K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.5K+ 40.67% |
$772K - $925K
|
84.9K
$4.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.3K+ 14.38% |
$763K - $916K
|
193K
$9.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
23.9KNew |
$752K - $901K
|
23.9K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
23.5KNew |
$739K - $886K
|
23.5K
$1.15M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
23.4KNew |
$735K - $881K
|
23.4K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
23.1KNew |
$727K - $871K
|
23.1K
$1.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
23KNew |
$725K - $869K
|
23K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
23K+ 178.75% |
$723K - $868K
|
35.9K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23K+ 578.8% |
$723K - $867K
|
27K
$1.32M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23K+ 578.8% |
$723K - $867K
|
27K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.9K+ 7.07% |
$720K - $863K
|
347K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
22.5KNew |
$708K - $849K
|
22.5K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
22.2K+ 168.18% |
$699K - $838K
|
35.4K
$1.74M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.9K+ 127.57% |
$690K - $828K
|
39.1K
$1.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21.9K+ 65.85% |
$689K - $826K
|
55.2K
$2.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
21.8KNew |
$687K - $824K
|
21.8K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
21.3K+ 5.08% |
$671K - $805K
|
442K
$21.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 323.08% |
$655K - $786K
|
27.3K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
20.5KNew |
$645K - $774K
|
20.5K
$1.01M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
20.3KNew |
$640K - $767K
|
20.3K
$996K
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
20K+ 7.96% |
$629K - $754K
|
271K
$13.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
20K+ 8.53% |
$628K - $753K
|
254K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
19.7K+ 20.59% |
$618K - $742K
|
115K
$5.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
19.3K+ 34.82% |
$606K - $727K
|
74.6K
$3.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
18.2K+ 20.16% |
$573K - $687K
|
109K
$5.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
18.2KNew |
$572K - $686K
|
18.2K
$890K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.1KNew |
$569K - $682K
|
18.1K
$886K
|