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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.46% |
$92.9 - $111
|
660
$32.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
2+ 0.01% |
$62 - $74
|
28.4K
$1.39M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.02% |
$62 - $74
|
10K
$491K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.1% |
$62 - $74
|
2.03K
$99.9K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.14% |
$62 - $74
|
1.4K
$68.6K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.02% |
$62 - $74
|
9.59K
$471K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.12% |
$31 - $37
|
870
$42.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.02% |
$31 - $37
|
6.55K
$322K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.16% |
$31 - $37
|
611
$30K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$31 - $37
|
2.11K
$103K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$31 - $37
|
356
$17.5K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.07% |
$31 - $37
|
1.46K
$71.9K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$31 - $37
|
7.58K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.11% |
$31 - $37
|
879
$43.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 5.56% |
$62 - $74
|
34
$1.67K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 0.43% |
$155 - $185
|
1.16K
$56.9K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-10- 0.06% |
$310 - $370
|
17.1K
$841K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-11- 0.09% |
$341 - $407
|
11.7K
$576K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-14- 0.31% |
$434 - $518
|
4.48K
$220K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-19- 0.09% |
$589 - $703
|
21.9K
$1.08M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-22- 0.04% |
$682 - $814
|
51.8K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 5.3% |
$713 - $851
|
411
$20.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-24- 2.35% |
$744 - $888
|
997
$49K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-24- 1.59% |
$744 - $888
|
1.48K
$72.9K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-30- 0.05% |
$929 - $1.11K
|
64.6K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-30- 0.46% |
$929 - $1.11K
|
6.51K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 0.56% |
$1.55K - $1.85K
|
8.87K
$435K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-50- 0.21% |
$1.55K - $1.85K
|
23.8K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-54- 0.17% |
$1.67K - $2K
|
31.9K
$1.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-55- 0.72% |
$1.7K - $2.04K
|
7.57K
$372K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 5.03% |
$1.8K - $2.15K
|
1.09K
$53.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-59- 6.67% |
$1.83K - $2.18K
|
825
$40.5K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-67- 0.2% |
$2.08K - $2.48K
|
33.9K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-71- 0.68% |
$2.2K - $2.63K
|
10.3K
$506K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-74- 1.39% |
$2.29K - $2.74K
|
5.24K
$257K
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-75- 0.26% |
$2.32K - $2.78K
|
28.2K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-81- 50.63% |
$2.51K - $3K
|
79
$3.88K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-91- 0.4% |
$2.82K - $3.37K
|
22.7K
$1.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.24% |
$2.88K - $3.44K
|
39.1K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-93- 0.03% |
$2.88K - $3.44K
|
369K
$18.1M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-95- 0.75% |
$2.94K - $3.52K
|
12.5K
$614K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-100- 0.36% |
$3.1K - $3.7K
|
27.3K
$1.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-102- 0.47% |
$3.16K - $3.77K
|
21.4K
$1.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-103- 0.55% |
$3.19K - $3.81K
|
18.7K
$920K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-108- 0.9% |
$3.35K - $4K
|
11.8K
$582K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-110- 1.19% |
$3.41K - $4.07K
|
9.11K
$448K
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-123- 1.73% |
$3.81K - $4.55K
|
6.97K
$342K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-129- 0.35% |
$4K - $4.77K
|
36.8K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-130- 4.42% |
$4.03K - $4.81K
|
2.81K
$138K
|