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 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-304- 0.47% |
$9.42K - $11.2K
|
64.1K
$3.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-313- 16.11% |
$9.7K - $11.6K
|
1.63K
$80K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-314- 4.36% |
$9.73K - $11.6K
|
6.89K
$339K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-315- 63.0% |
$9.76K - $11.7K
|
185
$9.09K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-320- 2.62% |
$9.91K - $11.8K
|
11.9K
$585K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-339- 0.41% |
$10.5K - $12.5K
|
81.4K
$4M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-339- 4.93% |
$10.5K - $12.5K
|
6.53K
$321K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-344- 4.06% |
$10.7K - $12.7K
|
8.13K
$399K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-368- 0.63% |
$11.4K - $13.6K
|
57.8K
$2.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-388- 0.52% |
$12K - $14.4K
|
73.6K
$3.62M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-399- 0.77% |
$12.4K - $14.8K
|
51.3K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-400- 2.41% |
$12.4K - $14.8K
|
16.2K
$796K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-400- 11.27% |
$12.4K - $14.8K
|
3.15K
$155K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-415- 5.5% |
$12.9K - $15.4K
|
7.13K
$350K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-421- 5.3% |
$13K - $15.6K
|
7.52K
$369K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-425- 3.83% |
$13.2K - $15.7K
|
10.7K
$524K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-436- 5.38% |
$13.5K - $16.1K
|
7.67K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-440- 4.67% |
$13.6K - $16.3K
|
8.99K
$441K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-444- 3.98% |
$13.8K - $16.4K
|
10.7K
$526K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-448- 5.63% |
$13.9K - $16.6K
|
7.51K
$369K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-450- 1.07% |
$13.9K - $16.7K
|
41.4K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-465- 6.65% |
$14.4K - $17.2K
|
6.53K
$321K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-469- 4.03% |
$14.5K - $17.4K
|
11.2K
$548K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-484- 3.94% |
$15K - $17.9K
|
11.8K
$580K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-494- 4.24% |
$15.3K - $18.3K
|
11.2K
$548K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-519- 5.77% |
$16.1K - $19.2K
|
8.48K
$417K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-519- 30.49% |
$16.1K - $19.2K
|
1.18K
$58.1K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-520- 5.0% |
$16.1K - $19.2K
|
9.87K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-547- 96.81% |
$16.9K - $20.2K
|
18
$884
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-551- 6.29% |
$17.1K - $20.4K
|
8.2K
$403K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-557- 50.45% |
$17.3K - $20.6K
|
547
$26.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-562- 8.03% |
$17.4K - $20.8K
|
6.43K
$316K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-562- 9.45% |
$17.4K - $20.8K
|
5.39K
$265K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-563- 3.5% |
$17.4K - $20.8K
|
15.5K
$762K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-568- 5.26% |
$17.6K - $21K
|
10.2K
$502K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-586- 6.7% |
$18.2K - $21.7K
|
8.16K
$401K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-592- 7.91% |
$18.3K - $21.9K
|
6.89K
$338K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-594- 2.91% |
$18.4K - $22K
|
19.8K
$974K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-595- 0.33% |
$18.4K - $22K
|
181K
$8.88M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-598- 0.33% |
$18.5K - $22.1K
|
183K
$8.99M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-615- 3.76% |
$19.1K - $22.8K
|
15.8K
$774K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-616- 7.34% |
$19.1K - $22.8K
|
7.77K
$382K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-639- 1.43% |
$19.8K - $23.6K
|
44K
$2.16M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-641- 0.96% |
$19.9K - $23.7K
|
66.1K
$3.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-656- 4.11% |
$20.3K - $24.3K
|
15.3K
$752K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-666- 4.14% |
$20.6K - $24.6K
|
15.4K
$758K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-674- 4.61% |
$20.9K - $24.9K
|
13.9K
$685K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-700- 2.31% |
$21.7K - $25.9K
|
29.7K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-705- 99.58% |
$21.8K - $26.1K
|
3
$147
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-708- 8.4% |
$21.9K - $26.2K
|
7.72K
$379K
|