Purchases and Sales Made in Q1 2023 in Financial Sector Spdr (XLF)

XLF Quotes by TradingView

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 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

SELL
 -
-10.4K
- 25.13%
$321K - $383K
30.9K $1.51M
May 11, 2023 Q1 2023
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-10.4K
- 56.23%
$322K - $385K
8.1K $397K
May 08, 2023 Q1 2023
Bailard, Inc.

SELL
 -
-10.4K
- 5.57%
$323K - $386K
177K $8.65M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-10.7K
- 53.05%
$333K - $397K
9.51K $466K
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
SELL
 -
-10.8K
- 8.16%
$333K - $398K
121K $5.93M
Apr 27, 2023 Q1 2023
Gfs Advisors, LLC

SELL
 -
-10.8K
- 19.97%
$334K - $398K
43.2K $2.11M
May 04, 2023 Q1 2023
Estate Counselors, LLC

SELL
 -
-10.9K
- 27.79%
$338K - $404K
28.4K $1.39M
May 03, 2023 Q1 2023
Raymond James Trust N.A.

SELL
 -
-10.9K
- 14.12%
$339K - $405K
66.6K $3.26M
May 10, 2023 Q1 2023
Kaizen Financial Strategies

SELL
 -
-11.2K
- 55.92%
$346K - $413K
8.8K $431K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

SELL
 -
-11.2K
- 7.11%
$348K - $416K
147K $7.19M
May 12, 2023 Q1 2023
Regions Financial Corp

SELL
 -
-11.4K
- 19.52%
$352K - $421K
46.9K $2.3M
May 11, 2023 Q1 2023
M&T Bank Corp

SELL
 -
-11.4K
- 4.72%
$353K - $421K
230K $11.3M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-11.4K
- 2.03%
$355K - $424K
551K $27M
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-11.6K
- 22.88%
$359K - $429K
39.1K $1.91M
May 15, 2023 Q1 2023
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-11.9K
- 76.23%
$367K - $439K
3.7K $181K
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
SELL
 -
-11.9K
- 99.2%
$369K - $440K
96 $4.7K
Dec 13, 2024 Q1 2023
Smart Wealth LLC

Omaha, NE
SELL
 -
-12K
Closed
$372K - $444K
0 $0
May 15, 2023 Q1 2023
Mitchell Sinkler & Starr

SELL
 -
-12.1K
- 29.04%
$376K - $449K
29.6K $1.45M
May 10, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-12.2K
- 88.66%
$377K - $450K
1.56K $76.2K
May 11, 2023 Q1 2023
Mmbg Investment Advisors Co.

SELL
 -
-12.3K
- 3.73%
$381K - $455K
317K $15.5M
Apr 21, 2023 Q1 2023
Alta Wealth Advisors LLC

SELL
 -
-12.5K
- 49.29%
$388K - $463K
12.9K $631K
May 26, 2023 Q1 2023
Alterna Wealth Management, Inc

Houston, TX
SELL
 -
-12.6K
- 30.76%
$392K - $468K
28.5K $1.39M
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-12.7K
- 91.66%
$395K - $472K
1.16K $56.8K
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

SELL
 -
-12.9K
- 15.93%
$399K - $477K
68K $3.33M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

SELL
 -
-13K
- 17.31%
$404K - $482K
62.3K $3.05M
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

SELL
 -
-13.2K
- 3.32%
$409K - $489K
385K $18.9M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

SELL
 -
-13.3K
- 20.0%
$412K - $492K
53.2K $2.61M
May 12, 2023 Q1 2023
Neuberger Berman Group LLC

New York, NY
SELL
 -
-13.5K
- 36.45%
$417K - $498K
23.5K $1.15M
May 04, 2023 Q1 2023
Vantage Financial Partners Ltd., Inc.

SELL
 -
-13.5K
- 5.43%
$418K - $500K
235K $11.5M
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-13.5K
- 50.79%
$420K - $501K
13.1K $643K
May 11, 2023 Q1 2023
Insigneo Advisory Services, LLC

Miami, FL
SELL
 -
-13.8K
- 24.47%
$428K - $511K
42.6K $2.09M
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

SELL
 -
-13.9K
- 4.79%
$431K - $514K
276K $13.5M
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

SELL
 -
-14.7K
- 67.92%
$454K - $543K
6.93K $339K
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
SELL
 -
-15.4K
- 9.18%
$478K - $570K
153K $7.47M
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-15.4K
- 29.85%
$478K - $571K
36.3K $1.78M
May 02, 2023 Q1 2023
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-15.5K
- 29.11%
$481K - $574K
37.8K $1.85M
May 10, 2023 Q1 2023
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-15.6K
- 35.78%
$482K - $576K
27.9K $1.37M
May 03, 2023 Q1 2023
Lyell Wealth Management, LP

SELL
 -
-15.8K
- 40.61%
$489K - $584K
23.1K $1.13M
May 10, 2023 Q1 2023
Principle Wealth Partners LLC

SELL
 -
-16.1K
- 42.35%
$499K - $596K
21.9K $1.07M
May 11, 2023 Q1 2023
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-16.5K
- 4.66%
$510K - $609K
337K $16.5M
May 10, 2023 Q1 2023
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-16.6K
- 10.08%
$513K - $613K
148K $7.24M
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

SELL
 -
-16.8K
- 58.58%
$519K - $620K
11.8K $580K
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
SELL
 -
-17.4K
- 41.83%
$538K - $643K
24.2K $1.18M
May 01, 2023 Q1 2023
Lincoln National Corp

SELL
 -
-18.9K
- 17.25%
$585K - $699K
90.7K $4.44M
Apr 26, 2023 Q1 2023
Mv Capital Management, Inc.

SELL
 -
-19K
- 30.5%
$589K - $704K
43.3K $2.12M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-19.1K
- 47.07%
$590K - $705K
21.4K $1.05M
May 12, 2023 Q1 2023
Echo Street Capital Management LLC

New York, NY
SELL
 -
-19.1K
- 51.48%
$591K - $705K
18K $880K
May 15, 2023 Q1 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
SELL
 -
-19.1K
- 51.93%
$593K - $708K
17.7K $868K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-19.7K
- 21.35%
$612K - $731K
72.7K $3.56M

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