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
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
7.4KNew |
$233K - $279K
|
7.4K
$362K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.36K+ 19.27% |
$231K - $278K
|
45.5K
$2.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
7.35K+ 55.57% |
$231K - $277K
|
20.6K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
7.35KNew |
$231K - $277K
|
7.35K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.32KNew |
$230K - $276K
|
7.32K
$358K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.31KNew |
$230K - $276K
|
7.31K
$358K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
7.3KNew |
$230K - $275K
|
7.3K
$358K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
7.21K+ 52.7% |
$227K - $272K
|
20.9K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.18KNew |
$226K - $271K
|
7.18K
$352K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
7.17KNew |
$225K - $270K
|
7.17K
$351K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.14KNew |
$224K - $269K
|
7.14K
$350K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.11K+ 9.11% |
$224K - $268K
|
85.1K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
7.09K+ 16.14% |
$223K - $268K
|
51K
$2.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
7.09K+ 5.32% |
$223K - $267K
|
140K
$6.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.96K+ 15.31% |
$219K - $263K
|
52.4K
$2.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6.95K+ 52.29% |
$219K - $262K
|
20.2K
$992K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6.94K+ 114.99% |
$218K - $262K
|
13K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.94KNew |
$218K - $262K
|
6.94K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
6.89KNew |
$217K - $260K
|
6.89K
$337K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
6.84K+ 1.63% |
$215K - $258K
|
427K
$20.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6.83K+ 6.13% |
$215K - $258K
|
118K
$5.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
6.78KNew |
$213K - $256K
|
6.78K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.73KNew |
$212K - $254K
|
6.73K
$330K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
6.67KNew |
$210K - $251K
|
6.67K
$327K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.63KNew |
$209K - $250K
|
6.63K
$325K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
6.62K+ 24.52% |
$208K - $250K
|
33.6K
$1.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
6.56KNew |
$206K - $247K
|
6.56K
$321K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.54K+ 35.94% |
$206K - $247K
|
24.7K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
6.52KNew |
$205K - $246K
|
6.52K
$320K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.52K+ 4.96% |
$205K - $246K
|
138K
$6.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.52KNew |
$205K - $246K
|
6.52K
$319K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
6.5KNew |
$204K - $245K
|
6.5K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.48K+ 29.96% |
$204K - $245K
|
28.1K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.45KNew |
$203K - $243K
|
6.45K
$316K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
6.45KNew |
$203K - $243K
|
6.45K
$316K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.44KNew |
$202K - $243K
|
6.44K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6.4KNew |
$201K - $241K
|
6.4K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.39KNew |
$201K - $241K
|
6.39K
$313K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.38K+ 744.92% |
$201K - $241K
|
7.24K
$355K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
6.38K+ 14.44% |
$200K - $240K
|
50.5K
$2.48M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
6.27K+ 74.22% |
$197K - $237K
|
14.7K
$721K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.25KNew |
$197K - $236K
|
6.25K
$306K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6.24K+ 56.94% |
$196K - $236K
|
17.2K
$843K
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.22KNew |
$195K - $234K
|
6.22K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
6.21K+ 60.5% |
$195K - $234K
|
16.5K
$808K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.17K+ 5.78% |
$194K - $233K
|
113K
$5.53M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
6.14KNew |
$193K - $232K
|
6.14K
$301K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.06KNew |
$191K - $229K
|
6.06K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
6.03KNew |
$190K - $227K
|
6.03K
$295K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.03KNew |
$189K - $227K
|
6.03K
$295K
|