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 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.22K- 1.14% |
$37.9K - $45.2K
|
106K
$5.18M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 5.82% |
$38.2K - $45.6K
|
20K
$977K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.24K- 5.31% |
$38.3K - $45.7K
|
22.1K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.24K- 8.31% |
$38.4K - $45.8K
|
13.7K
$669K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.24K- 1.48% |
$38.4K - $45.8K
|
82.6K
$4.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.24K- 2.08% |
$38.4K - $45.9K
|
58.4K
$2.86M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.29K- 9.85% |
$39.9K - $47.7K
|
11.8K
$578K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.31K- 4.14% |
$40.5K - $48.3K
|
30.2K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-1.32KClosed |
$41K - $48.9K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 1.38% |
$41K - $49K
|
94.7K
$4.64M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.33K- 5.58% |
$41.3K - $49.4K
|
22.6K
$1.11M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.36K- 4.24% |
$42.2K - $50.4K
|
30.7K
$1.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 60.61% |
$42.9K - $51.2K
|
900
$44.1K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.39K- 14.34% |
$43.1K - $51.5K
|
8.32K
$407K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.4K- 4.12% |
$43.4K - $51.8K
|
32.6K
$1.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.42K- 49.02% |
$44.1K - $52.7K
|
1.48K
$72.5K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.46K- 1.26% |
$45.2K - $53.9K
|
114K
$5.6M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-1.51K- 14.46% |
$46.9K - $56K
|
8.95K
$439K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.51K- 4.42% |
$46.9K - $56K
|
32.7K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.52K- 42.97% |
$47K - $56.1K
|
2.01K
$98.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.53K- 2.42% |
$47.2K - $56.4K
|
61.5K
$3.01M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.53K- 7.88% |
$47.4K - $56.6K
|
17.9K
$875K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 51.7% |
$47.5K - $56.7K
|
1.43K
$70.2K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.54K- 17.24% |
$47.8K - $57.1K
|
7.41K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.57K- 4.78% |
$48.7K - $58.2K
|
31.3K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.58K- 14.45% |
$48.9K - $58.4K
|
9.34K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.59K- 6.65% |
$49.2K - $58.8K
|
22.3K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.59K- 0.82% |
$49.4K - $59K
|
192K
$9.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.6K- 61.38% |
$49.5K - $59.2K
|
1.01K
$49.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.6K- 35.54% |
$49.7K - $59.3K
|
2.91K
$142K
|
|
|
May 10, 2023
Q1 2023
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-1.65K- 1.75% |
$51K - $60.9K
|
92.4K
$4.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.65K- 4.75% |
$51K - $60.9K
|
33K
$1.62M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.68K- 2.41% |
$51.9K - $62K
|
67.8K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.73K- 42.52% |
$53.5K - $63.9K
|
2.34K
$114K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.74K- 2.54% |
$53.9K - $64.4K
|
66.6K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.77K- 6.1% |
$54.9K - $65.6K
|
27.3K
$1.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.8K- 4.54% |
$55.8K - $66.6K
|
37.8K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.82K- 14.4% |
$56.3K - $67.3K
|
10.8K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.82K- 3.61% |
$56.4K - $67.4K
|
48.6K
$2.38M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.84K- 9.29% |
$56.8K - $67.9K
|
17.9K
$878K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.88K- 23.52% |
$58.1K - $69.4K
|
6.1K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.92K- 15.99% |
$59.5K - $71.1K
|
10.1K
$495K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.92K- 15.99% |
$59.5K - $71.1K
|
10.1K
$495K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.93K- 2.9% |
$59.8K - $71.4K
|
64.5K
$3.16M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.96K- 3.11% |
$60.7K - $72.5K
|
61K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.99K- 14.81% |
$61.5K - $73.4K
|
11.4K
$559K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2K- 4.45% |
$62K - $74K
|
43K
$2.11M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 6.88% |
$62.8K - $75K
|
27.4K
$1.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.03K- 7.85% |
$62.9K - $75.1K
|
23.8K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.08K- 21.45% |
$64.3K - $76.8K
|
7.6K
$372K
|