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 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
81+ 0.7% |
$2.51K - $3K
|
11.6K
$568K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
75+ 0.32% |
$2.32K - $2.78K
|
23.9K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
72+ 0.38% |
$2.23K - $2.66K
|
19.2K
$941K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
65+ 0.48% |
$2.01K - $2.41K
|
13.7K
$672K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64+ 13.25% |
$1.98K - $2.37K
|
547
$26.8K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
62+ 3.03% |
$1.92K - $2.29K
|
2.11K
$103K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60+ 0.28% |
$1.86K - $2.22K
|
21.5K
$1.05M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
60+ 46.15% |
$1.86K - $2.22K
|
190
$9.31K
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
59+ 0.17% |
$1.83K - $2.18K
|
35.4K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
42New |
$1.3K - $1.55K
|
42
$2.06K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
38+ 0.23% |
$1.18K - $1.41K
|
16.8K
$822K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
38+ 0.34% |
$1.18K - $1.41K
|
11.3K
$555K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
37+ 0.08% |
$1.15K - $1.37K
|
44K
$2.15M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
33+ 0.02% |
$1.02K - $1.22K
|
147K
$7.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
32New |
$991 - $1.18K
|
32
$1.57K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
30+ 0.16% |
$929 - $1.11K
|
19.4K
$949K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
28+ 0.09% |
$867 - $1.04K
|
32.4K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
27+ 0.4% |
$836 - $999
|
6.7K
$328K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
25+ 0.27% |
$775 - $925
|
9.38K
$460K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
24+ 0.31% |
$744 - $888
|
7.89K
$386K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
21+ 0.27% |
$651 - $777
|
7.87K
$386K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 0.48% |
$620 - $740
|
4.15K
$203K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
19+ 0.11% |
$589 - $703
|
16.8K
$824K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
18+ 0.14% |
$558 - $666
|
12.6K
$616K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17+ 0.3% |
$527 - $629
|
5.76K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15+ 0.39% |
$465 - $555
|
3.86K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
15+ 0.14% |
$465 - $555
|
10.9K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
13+ 0.19% |
$403 - $481
|
6.77K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
13+ 0.15% |
$403 - $481
|
8.49K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.19% |
$403 - $481
|
6.91K
$338K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
12+ 0.13% |
$372 - $444
|
9.28K
$454K
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
12+ 0.04% |
$372 - $444
|
28.8K
$1.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10+ 0.06% |
$310 - $370
|
17.6K
$864K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10+ 0.08% |
$310 - $370
|
12.1K
$592K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
10+ 0.08% |
$310 - $370
|
12K
$588K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.5% |
$279 - $333
|
1.83K
$89.4K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
8+ 0.12% |
$248 - $296
|
6.85K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
7+ 0.01% |
$217 - $259
|
58.6K
$2.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6+ 0.04% |
$186 - $222
|
13.5K
$659K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
5+ 0.02% |
$155 - $185
|
26.6K
$1.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.08% |
$155 - $185
|
6.28K
$308K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.24% |
$155 - $185
|
2.11K
$103K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.32% |
$155 - $185
|
1.55K
$76.1K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.51% |
$155 - $185
|
983
$48.2K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4+ 0.04% |
$124 - $148
|
11K
$539K
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
4+ 0.03% |
$124 - $148
|
14.1K
$689K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 0.03% |
$124 - $148
|
13.4K
$656K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
4+ 0.06% |
$124 - $148
|
6.73K
$330K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$92.9 - $111
|
14.4K
$704K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.02% |
$92.9 - $111
|
12.7K
$622K
|