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 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-53.7K- 42.34% |
$1.66M - $1.99M
|
73.1K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-55.1K- 11.0% |
$1.71M - $2.04M
|
446K
$21.9M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-55.9K- 33.12% |
$1.73M - $2.07M
|
113K
$5.53M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-56.6K- 82.61% |
$1.75M - $2.09M
|
11.9K
$584K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-58.6K- 63.48% |
$1.82M - $2.17M
|
33.7K
$1.65M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-59.1K- 35.63% |
$1.83M - $2.19M
|
107K
$5.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-59.7K- 40.37% |
$1.85M - $2.21M
|
88.2K
$4.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-61.4K- 59.64% |
$1.9M - $2.27M
|
41.6K
$2.04M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-63.5K- 42.42% |
$1.97M - $2.35M
|
86.2K
$4.22M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-66.3K- 88.04% |
$2.06M - $2.45M
|
9.01K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-69.1K- 28.9% |
$2.14M - $2.56M
|
170K
$8.32M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-69.4K- 20.53% |
$2.15M - $2.57M
|
269K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71.8K- 2.79% |
$2.23M - $2.66M
|
2.51M
$123M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-75.4K- 64.0% |
$2.34M - $2.79M
|
42.4K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-76.8K- 49.64% |
$2.38M - $2.84M
|
77.9K
$3.82M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-76.9K- 6.37% |
$2.38M - $2.85M
|
1.13M
$55.4M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-77.7K- 79.62% |
$2.41M - $2.88M
|
19.9K
$975K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-77.8K- 8.4% |
$2.41M - $2.88M
|
849K
$41.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-80.2K- 93.71% |
$2.49M - $2.97M
|
5.38K
$264K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-83.2K- 63.62% |
$2.58M - $3.08M
|
47.6K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-83.3K- 35.95% |
$2.58M - $3.08M
|
148K
$7.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-87K- 62.42% |
$2.7M - $3.22M
|
52.4K
$2.57M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-89.1K- 99.8% |
$2.76M - $3.3M
|
182
$8.92K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-91.6K- 17.13% |
$2.84M - $3.39M
|
443K
$21.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-95.2K- 92.77% |
$2.95M - $3.52M
|
7.42K
$363K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-96.2K- 44.49% |
$2.98M - $3.56M
|
120K
$5.88M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-96.2K- 99.91% |
$2.98M - $3.56M
|
83
$4.07K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-99.6K- 6.7% |
$3.09M - $3.69M
|
1.39M
$68M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-99.7K- 62.51% |
$3.09M - $3.69M
|
59.8K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-103K- 9.87% |
$3.2M - $3.82M
|
942K
$46.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-104K- 30.26% |
$3.21M - $3.83M
|
239K
$11.7M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-105K- 32.55% |
$3.24M - $3.87M
|
217K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-105K- 9.97% |
$3.25M - $3.89M
|
949K
$46.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-106K- 16.57% |
$3.27M - $3.9M
|
531K
$26M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-107K- 18.86% |
$3.3M - $3.95M
|
459K
$22.5M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-112K- 8.9% |
$3.48M - $4.15M
|
1.15M
$56.3M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-113K- 41.01% |
$3.5M - $4.18M
|
162K
$7.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-113K- 14.98% |
$3.52M - $4.2M
|
644K
$31.6M
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-120K- 73.38% |
$3.71M - $4.43M
|
43.5K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-124K- 3.55% |
$3.84M - $4.58M
|
3.37M
$165M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-134K- 58.3% |
$4.15M - $4.95M
|
95.7K
$4.69M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-135K- 10.37% |
$4.18M - $5M
|
1.17M
$57.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-137K- 25.76% |
$4.23M - $5.05M
|
393K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-138K- 58.21% |
$4.29M - $5.12M
|
99.4K
$4.87M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-145K- 11.68% |
$4.51M - $5.38M
|
1.1M
$53.9M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-154K- 88.91% |
$4.77M - $5.69M
|
19.2K
$941K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-171K- 44.79% |
$5.31M - $6.34M
|
211K
$10.3M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-173K- 50.93% |
$5.36M - $6.41M
|
167K
$8.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-174K- 92.28% |
$5.39M - $6.44M
|
14.6K
$714K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-193K- 41.63% |
$5.99M - $7.16M
|
271K
$13.3M
|