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
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
12.5KNew |
$386K - $461K
|
12.5K
$610K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$380K - $454K
|
12.3K
$601K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
12.1K+ 12604.17% |
$375K - $448K
|
12.2K
$597K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
12.1KNew |
$374K - $447K
|
12.1K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
12KNew |
$372K - $444K
|
12K
$588K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.5KNew |
$357K - $426K
|
11.5K
$564K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11.2K+ 15.8% |
$347K - $414K
|
82.1K
$4.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
11.1K+ 5.14% |
$345K - $412K
|
228K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
11KNew |
$341K - $407K
|
11K
$539K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
11KNew |
$340K - $406K
|
11K
$538K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.7K+ 86.71% |
$333K - $397K
|
23.1K
$1.13M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.7K+ 2.38% |
$332K - $396K
|
460K
$22.5M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10.7K+ 58.98% |
$331K - $395K
|
28.8K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$329K - $393K
|
10.6K
$521K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10.5K+ 50.98% |
$325K - $388K
|
31.1K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
10.4K+ 34.17% |
$321K - $384K
|
40.7K
$1.99M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.3K+ 68.74% |
$320K - $382K
|
25.3K
$1.24M
|
|
|
May 16, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
10.2K+ 0.25% |
$316K - $378K
|
4.05M
$198M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.2KNew |
$316K - $377K
|
10.2K
$500K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.99K+ 15.33% |
$309K - $369K
|
75.1K
$3.68M
|
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
9.94K+ 125.51% |
$308K - $368K
|
17.9K
$875K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9.73KNew |
$301K - $360K
|
9.73K
$476K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.68K+ 5.53% |
$300K - $358K
|
185K
$9.04M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.67K+ 8.87% |
$300K - $358K
|
119K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.46KNew |
$293K - $350K
|
9.46K
$463K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.45K+ 18.54% |
$293K - $350K
|
60.4K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.33K+ 92.59% |
$289K - $345K
|
19.4K
$951K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.28K+ 9.18% |
$287K - $343K
|
110K
$5.41M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.22K+ 5.37% |
$286K - $341K
|
181K
$8.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8.89KNew |
$275K - $329K
|
8.89K
$435K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.88K+ 2.88% |
$275K - $328K
|
317K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.8K+ 6.27% |
$273K - $326K
|
149K
$7.3M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.78KNew |
$272K - $325K
|
8.78K
$430K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.63K+ 95.39% |
$267K - $319K
|
17.7K
$866K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
8.56KNew |
$265K - $317K
|
8.56K
$419K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
8.51K+ 26.24% |
$264K - $315K
|
40.9K
$2.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.4K+ 48.65% |
$260K - $311K
|
25.7K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.32KNew |
$258K - $308K
|
8.32K
$408K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
8.21K+ 2.0% |
$254K - $304K
|
419K
$20.5M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.17K+ 25.98% |
$253K - $302K
|
39.6K
$1.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
8.15KNew |
$252K - $302K
|
8.15K
$399K
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
BUY
|
- |
8.02KNew |
$249K - $297K
|
8.02K
$393K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
8K+ 29.19% |
$248K - $296K
|
35.4K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
8KNew |
$248K - $296K
|
8K
$392K
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
7.83K+ 13.83% |
$242K - $290K
|
64.4K
$3.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.79KNew |
$241K - $288K
|
7.79K
$382K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.76K+ 4.09% |
$240K - $287K
|
197K
$9.67M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.75K+ 1.35% |
$240K - $287K
|
581K
$28.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
7.66KNew |
$237K - $283K
|
7.66K
$375K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.56K+ 33.94% |
$234K - $280K
|
29.8K
$1.46M
|