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
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
239K+ 2083.32% |
$7.39M - $8.83M
|
250K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
232K+ 2626.13% |
$7.19M - $8.59M
|
241K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
228K+ 848.79% |
$7.06M - $8.44M
|
255K
$12.5M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
219K+ 46.85% |
$6.78M - $8.1M
|
686K
$33.6M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
200K+ 843.35% |
$6.18M - $7.39M
|
223K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
196K+ 75.71% |
$6.07M - $7.25M
|
455K
$22.3M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
195K+ 90.63% |
$6.05M - $7.22M
|
411K
$20.1M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
187K+ 67.9% |
$5.8M - $6.93M
|
463K
$22.7M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
187K+ 26.75% |
$5.8M - $6.93M
|
887K
$43.5M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
160K+ 237.82% |
$4.96M - $5.92M
|
227K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
152K+ 209.94% |
$4.7M - $5.61M
|
224K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
151K+ 34.21% |
$4.67M - $5.57M
|
591K
$28.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
150KNew |
$4.65M - $5.56M
|
150K
$7.36M
|
|
|
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
150KNew |
$4.65M - $5.55M
|
150K
$7.35M
|
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
BUY
|
- |
150KNew |
$4.64M - $5.54M
|
150K
$7.33M
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
139KNew |
$4.29M - $5.13M
|
139K
$6.79M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
136KNew |
$4.21M - $5.03M
|
136K
$6.66M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
132KNew |
$4.09M - $4.88M
|
132K
$6.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
131K+ 1097.87% |
$4.05M - $4.84M
|
143K
$6.99M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
130KNew |
$4.03M - $4.81M
|
130K
$6.37M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
129K+ 152.63% |
$4M - $4.78M
|
214K
$10.5M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
129K+ 30.77% |
$3.99M - $4.77M
|
548K
$26.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
127K+ 1082.42% |
$3.93M - $4.69M
|
138K
$6.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
125KNew |
$3.86M - $4.61M
|
125K
$6.1M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
121KNew |
$3.74M - $4.47M
|
121K
$5.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
107KNew |
$3.32M - $3.97M
|
107K
$5.25M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
106K+ 22.33% |
$3.29M - $3.93M
|
581K
$28.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
105K+ 686.81% |
$3.24M - $3.87M
|
120K
$5.87M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
101K+ 7.28% |
$3.13M - $3.74M
|
1.49M
$73M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
90.4KNew |
$2.8M - $3.35M
|
90.4K
$4.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
85.4K+ 86.29% |
$2.65M - $3.16M
|
184K
$9.03M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
83.2K+ 100286.75% |
$2.58M - $3.08M
|
83.3K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80.7K+ 54.41% |
$2.5M - $2.98M
|
229K
$11.2M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
80.6K+ 39.86% |
$2.5M - $2.98M
|
283K
$13.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
80K+ 346.95% |
$2.48M - $2.96M
|
103K
$5.05M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
78.6KNew |
$2.44M - $2.91M
|
78.6K
$3.85M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
76.7K+ 22.29% |
$2.37M - $2.84M
|
421K
$20.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
76.2K+ 49.18% |
$2.36M - $2.82M
|
231K
$11.3M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
74.2K+ 834.27% |
$2.3M - $2.75M
|
83.1K
$4.07M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
69.4KNew |
$2.15M - $2.57M
|
69.4K
$3.4M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
66K+ 39.17% |
$2.05M - $2.44M
|
235K
$11.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
62K+ 70.75% |
$1.92M - $2.29M
|
150K
$7.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
61.5KNew |
$1.91M - $2.28M
|
61.5K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
61.3K+ 26.83% |
$1.9M - $2.27M
|
290K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
60KNew |
$1.86M - $2.22M
|
60K
$2.94M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
55.9K+ 143.96% |
$1.73M - $2.07M
|
94.7K
$4.64M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
55.9K+ 35.41% |
$1.73M - $2.07M
|
214K
$10.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
55.2K+ 72.79% |
$1.71M - $2.04M
|
131K
$6.42M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
54.3KNew |
$1.68M - $2.01M
|
54.3K
$2.66M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
53.8K+ 24.91% |
$1.67M - $1.99M
|
270K
$13.2M
|