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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.03KNew |
$189K - $227K
|
6.03K
$287K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.01KNew |
$189K - $227K
|
6.01K
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
6KNew |
$189K - $226K
|
6K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
BUY
|
- |
5.99KNew |
$188K - $226K
|
5.99K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.94KNew |
$187K - $224K
|
5.94K
$283K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.91KNew |
$186K - $223K
|
5.91K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
5.89KNew |
$185K - $222K
|
5.89K
$281K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
5.89KNew |
$185K - $222K
|
5.89K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.88K+ 6.21% |
$185K - $222K
|
101K
$4.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
5.87KNew |
$185K - $221K
|
5.87K
$280K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.78KNew |
$182K - $218K
|
5.78K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.78KNew |
$182K - $218K
|
5.78K
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
5.7KNew |
$179K - $215K
|
5.7K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5.7K+ 67.02% |
$179K - $215K
|
14.2K
$677K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.7KNew |
$179K - $215K
|
5.7K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.69KNew |
$179K - $215K
|
5.69K
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.67KNew |
$178K - $214K
|
5.67K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
5.67KNew |
$178K - $214K
|
5.67K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5.66KNew |
$178K - $213K
|
5.66K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
5.66KNew |
$178K - $213K
|
5.66K
$270K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.65KNew |
$178K - $213K
|
5.65K
$269K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.64KNew |
$177K - $213K
|
5.64K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
5.64KNew |
$177K - $213K
|
5.64K
$269K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.63K+ 171.89% |
$177K - $212K
|
8.91K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
5.55K+ 10.75% |
$174K - $209K
|
57.1K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5.54KNew |
$174K - $209K
|
5.54K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.54KNew |
$174K - $209K
|
5.54K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.51K+ 15.25% |
$173K - $208K
|
41.6K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
5.48K+ 5.45% |
$172K - $207K
|
106K
$5.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
5.47KNew |
$172K - $206K
|
5.47K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
5.47KNew |
$172K - $206K
|
5.47K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
5.47KNew |
$172K - $206K
|
5.47K
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.44KNew |
$171K - $205K
|
5.44K
$259K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
5.4KNew |
$170K - $204K
|
5.4K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
5.4KNew |
$170K - $204K
|
5.4K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
5.4KNew |
$170K - $204K
|
5.4K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.39K+ 8.01% |
$169K - $203K
|
72.7K
$3.46M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
5.39KNew |
$169K - $203K
|
5.39K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.37K+ 114.27% |
$169K - $202K
|
10.1K
$480K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.32KNew |
$167K - $201K
|
5.32K
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
5.3KNew |
$167K - $200K
|
5.3K
$252K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
5.23KNew |
$165K - $197K
|
5.23K
$249K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
5.23KNew |
$164K - $197K
|
5.23K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.17K+ 1.34% |
$163K - $195K
|
391K
$18.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.17K+ 1.88% |
$163K - $195K
|
280K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.11K+ 237.44% |
$161K - $193K
|
7.26K
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.08K+ 4.75% |
$160K - $192K
|
112K
$5.34M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
5.06K+ 33.19% |
$159K - $191K
|
20.3K
$968K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
5.02K+ 7.91% |
$158K - $189K
|
68.5K
$3.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
5K+ 16.42% |
$157K - $188K
|
35.4K
$1.69M
|