Purchases and Sales Made in Q2 2023 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
135+ 0.09% |
$4.26K - $4.55K
|
156K
$7.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
129+ 0.52% |
$4.07K - $4.35K
|
25.1K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
125+ 0.57% |
$3.94K - $4.21K
|
22.1K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
122+ 1.2% |
$3.85K - $4.11K
|
10.3K
$488K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
122+ 0.33% |
$3.85K - $4.11K
|
36.9K
$1.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
122+ 0.61% |
$3.85K - $4.11K
|
20K
$947K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
122+ 0.46% |
$3.85K - $4.11K
|
26.7K
$1.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
121+ 0.66% |
$3.82K - $4.08K
|
18.5K
$877K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
118+ 1.25% |
$3.72K - $3.98K
|
9.59K
$454K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
116+ 0.59% |
$3.66K - $3.91K
|
19.8K
$936K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
115+ 1.83% |
$3.63K - $3.88K
|
6.42K
$304K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
111+ 0.62% |
$3.5K - $3.74K
|
18K
$854K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 14.41% |
$3.16K - $3.37K
|
794
$37.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
100New |
$3.16K - $3.37K
|
100
$4.73K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
95+ 10.84% |
$3K - $3.2K
|
971
$45.9K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
84+ 0.38% |
$2.65K - $2.83K
|
22.1K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
79+ 0.46% |
$2.49K - $2.66K
|
17.3K
$820K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
75+ 0.87% |
$2.37K - $2.53K
|
8.73K
$413K
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
75+ 0.3% |
$2.37K - $2.53K
|
24.9K
$1.18M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
70+ 0.33% |
$2.21K - $2.36K
|
21.6K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
70+ 0.01% |
$2.21K - $2.36K
|
900K
$42.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
70+ 0.04% |
$2.21K - $2.36K
|
162K
$7.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
66+ 0.63% |
$2.08K - $2.22K
|
10.5K
$498K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
64+ 0.18% |
$2.02K - $2.16K
|
35.5K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
62+ 0.39% |
$1.96K - $2.09K
|
15.8K
$746K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
61+ 0.51% |
$1.92K - $2.06K
|
12K
$567K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
55+ 0.46% |
$1.74K - $1.85K
|
12.1K
$573K
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
55+ 0.16% |
$1.74K - $1.85K
|
35.5K
$1.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
50+ 5.79% |
$1.58K - $1.69K
|
914
$43.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
38+ 0.24% |
$1.2K - $1.28K
|
15.7K
$741K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
36New |
$1.14K - $1.21K
|
36
$1.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
34+ 0.12% |
$1.07K - $1.15K
|
29K
$1.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
30+ 3.01% |
$947 - $1.01K
|
1.03K
$48.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
29+ 0.04% |
$915 - $978
|
66.2K
$3.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
24+ 0.3% |
$757 - $809
|
7.91K
$374K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
24+ 0.23% |
$757 - $809
|
10.5K
$495K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
23+ 0.01% |
$726 - $775
|
190K
$9.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
22+ 0.19% |
$694 - $742
|
11.5K
$544K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
20New |
$631 - $674
|
20
$946
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
20New |
$631 - $674
|
20
$946
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 0.2% |
$631 - $674
|
10K
$474K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
18+ 0.11% |
$568 - $607
|
16.8K
$797K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
17+ 0.16% |
$536 - $573
|
10.8K
$513K
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
15+ 0.19% |
$473 - $506
|
7.75K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
14+ 0.36% |
$442 - $472
|
3.87K
$183K
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
13+ 0.15% |
$410 - $438
|
8.5K
$402K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 0.36% |
$379 - $405
|
3.34K
$158K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
11+ 0.04% |
$347 - $371
|
28.8K
$1.36M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11New |
$347 - $371
|
11
$521
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10+ 0.12% |
$316 - $337
|
8.44K
$399K
|