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 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-135- 1.7% |
$4.18K - $5K
|
7.79K
$383K
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-143- 0.59% |
$4.43K - $5.29K
|
24.2K
$1.19M
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-143Closed |
$4.43K - $5.29K
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-153- 0.23% |
$4.74K - $5.66K
|
67.2K
$3.3M
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-154- 0.32% |
$4.77K - $5.7K
|
47.9K
$2.35M
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-155- 0.8% |
$4.8K - $5.74K
|
19.2K
$942K
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-158- 2.29% |
$4.89K - $5.85K
|
6.74K
$331K
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-161- 1.86% |
$4.99K - $5.96K
|
8.5K
$417K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-163- 0.49% |
$5.05K - $6.03K
|
33.3K
$1.63M
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-165- 35.48% |
$5.11K - $6.11K
|
300
$14.7K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-170- 1.75% |
$5.27K - $6.29K
|
9.55K
$469K
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-182- 10.28% |
$5.64K - $6.73K
|
1.59K
$78K
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-183- 1.48% |
$5.67K - $6.77K
|
12.2K
$598K
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-190- 2.14% |
$5.89K - $7.03K
|
8.71K
$428K
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-195- 2.25% |
$6.04K - $7.22K
|
8.49K
$417K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 3.03% |
$6.2K - $7.4K
|
6.4K
$314K
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-200- 2.3% |
$6.2K - $7.4K
|
8.51K
$418K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-200- 11.11% |
$6.2K - $7.4K
|
1.6K
$78.6K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-206- 8.73% |
$6.38K - $7.62K
|
2.15K
$106K
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-207- 2.53% |
$6.41K - $7.66K
|
7.96K
$391K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-216- 3.31% |
$6.69K - $7.99K
|
6.31K
$310K
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-216- 0.67% |
$6.69K - $7.99K
|
32.2K
$1.58M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-217- 9.79% |
$6.72K - $8.03K
|
2K
$98.2K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-221- 14.53% |
$6.85K - $8.18K
|
1.3K
$63.8K
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
SELL
|
- |
-222- 0.1% |
$6.88K - $8.21K
|
227K
$11.2M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-230- 52.75% |
$7.13K - $8.51K
|
206
$10.1K
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-233- 0.4% |
$7.22K - $8.62K
|
58K
$2.85M
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-240- 0.52% |
$7.44K - $8.88K
|
45.5K
$2.24M
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-244- 1.01% |
$7.56K - $9.03K
|
23.9K
$1.17M
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-246- 1.97% |
$7.62K - $9.1K
|
12.2K
$600K
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-248- 2.88% |
$7.68K - $9.18K
|
8.36K
$410K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-250- 2.1% |
$7.75K - $9.25K
|
11.7K
$572K
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-250- 44.25% |
$7.75K - $9.25K
|
315
$15.5K
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-250- 3.64% |
$7.75K - $9.25K
|
6.62K
$325K
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-256- 0.62% |
$7.93K - $9.47K
|
41.3K
$2.03M
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-260- 0.35% |
$8.05K - $9.62K
|
75.1K
$3.69M
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-264- 2.47% |
$8.18K - $9.77K
|
10.4K
$513K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-272- 47.14% |
$8.43K - $10.1K
|
305
$15K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-272- 47.14% |
$8.43K - $10.1K
|
305
$15K
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-274- 2.24% |
$8.49K - $10.1K
|
11.9K
$587K
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-277- 1.53% |
$8.58K - $10.2K
|
17.8K
$876K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-280- 13.05% |
$8.67K - $10.4K
|
1.87K
$91.6K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-285- 12.49% |
$8.83K - $10.5K
|
2K
$98.1K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-287- 0.79% |
$8.89K - $10.6K
|
35.8K
$1.76M
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-288- 2.33% |
$8.92K - $10.7K
|
12.1K
$592K
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-290- 3.28% |
$8.98K - $10.7K
|
8.55K
$420K
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-291- 1.28% |
$9.02K - $10.8K
|
22.4K
$1.1M
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-294- 0.61% |
$9.11K - $10.9K
|
47.9K
$2.35M
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-300- 7.32% |
$9.29K - $11.1K
|
3.8K
$187K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-300- 12.77% |
$9.29K - $11.1K
|
2.05K
$101K
|