Purchases and Sales Made in Q1 2023 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
866+ 8.98% |
$26.8K - $32K
|
10.5K
$515K
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
845+ 5.36% |
$26.2K - $31.3K
|
16.6K
$814K
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
840+ 0.44% |
$26K - $31.1K
|
192K
$9.4M
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
800+ 3.86% |
$24.8K - $29.6K
|
21.5K
$1.05M
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
798+ 3.54% |
$24.7K - $29.5K
|
23.4K
$1.14M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
795+ 0.62% |
$24.6K - $29.4K
|
130K
$6.35M
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
784+ 2.75% |
$24.3K - $29K
|
29.3K
$1.44M
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
782+ 1.63% |
$24.2K - $28.9K
|
48.8K
$2.39M
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
782+ 2.26% |
$24.2K - $28.9K
|
35.4K
$1.74M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
761+ 3.06% |
$23.6K - $28.2K
|
25.6K
$1.26M
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
751New |
$23.3K - $27.8K
|
751
$36.8K
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
750+ 5.02% |
$23.2K - $27.8K
|
15.7K
$769K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
745+ 1.39% |
$23.1K - $27.6K
|
54.2K
$2.65M
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
725+ 7.58% |
$22.5K - $26.8K
|
10.3K
$504K
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
711+ 10.56% |
$22K - $26.3K
|
7.44K
$365K
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
706+ 1.51% |
$21.9K - $26.1K
|
47.4K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
688+ 10.67% |
$21.3K - $25.5K
|
7.13K
$349K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
685+ 5.15% |
$21.2K - $25.3K
|
14K
$685K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
681+ 3.47% |
$21.1K - $25.2K
|
20.3K
$994K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
618+ 4.82% |
$19.1K - $22.9K
|
13.4K
$658K
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
615+ 8.76% |
$19.1K - $22.8K
|
7.64K
$374K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
612+ 25.13% |
$19K - $22.6K
|
3.05K
$149K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
603+ 6.14% |
$18.7K - $22.3K
|
10.4K
$510K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
600+ 2.47% |
$18.6K - $22.2K
|
24.9K
$1.22M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
597+ 8.39% |
$18.5K - $22.1K
|
7.71K
$378K
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
585+ 6.5% |
$18.1K - $21.6K
|
9.59K
$470K
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
582+ 4.99% |
$18K - $21.5K
|
12.3K
$600K
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
571+ 2.87% |
$17.7K - $21.1K
|
20.5K
$1M
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
568+ 1.56% |
$17.6K - $21K
|
37K
$1.81M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
568+ 0.97% |
$17.6K - $21K
|
59K
$2.89M
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
563+ 6.32% |
$17.4K - $20.8K
|
9.47K
$464K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
547+ 3038.89% |
$16.9K - $20.2K
|
565
$27.7K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
512+ 2.73% |
$15.9K - $18.9K
|
19.3K
$944K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
495+ 7.8% |
$15.3K - $18.3K
|
6.84K
$335K
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
489+ 23.63% |
$15.1K - $18.1K
|
2.56K
$125K
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
475+ 4.75% |
$14.7K - $17.6K
|
10.5K
$513K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
474+ 15.98% |
$14.7K - $17.5K
|
3.44K
$169K
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
455+ 379.17% |
$14.1K - $16.8K
|
575
$28.2K
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
454+ 6.73% |
$14.1K - $16.8K
|
7.2K
$353K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
451+ 32.4% |
$14K - $16.7K
|
1.84K
$90.3K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
445+ 0.48% |
$13.8K - $16.5K
|
94K
$4.61M
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
444+ 4036.36% |
$13.8K - $16.4K
|
455
$22.3K
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
441+ 1.97% |
$13.7K - $16.3K
|
22.8K
$1.12M
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
425+ 2.63% |
$13.2K - $15.7K
|
16.6K
$811K
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
420+ 4.66% |
$13K - $15.5K
|
9.43K
$462K
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
416New |
$12.9K - $15.4K
|
416
$20.4K
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
415+ 0.94% |
$12.9K - $15.4K
|
44.7K
$2.19M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
396+ 189.47% |
$12.3K - $14.7K
|
605
$29.6K
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
380+ 2.96% |
$11.8K - $14.1K
|
13.2K
$649K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
370+ 0.48% |
$11.5K - $13.7K
|
76.9K
$3.77M
|