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 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-194K- 94.12% |
$6M - $7.17M
|
12.1K
$593K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-197K- 99.45% |
$6.09M - $7.27M
|
1.1K
$53.7K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-199K- 9.94% |
$6.17M - $7.37M
|
1.81M
$88.4M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-200K- 1.8% |
$6.2M - $7.4M
|
10.9M
$533M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-206K- 47.92% |
$6.39M - $7.63M
|
224K
$11M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-212K- 85.93% |
$6.58M - $7.85M
|
34.7K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-220K- 89.8% |
$6.82M - $8.14M
|
25K
$1.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-227K- 33.12% |
$7.03M - $8.39M
|
458K
$22.4M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-229K- 98.69% |
$7.11M - $8.49M
|
3.05K
$149K
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-242K- 6.85% |
$7.48M - $8.94M
|
3.28M
$161M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-249K- 23.74% |
$7.71M - $9.2M
|
799K
$39.2M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-255K- 83.07% |
$7.9M - $9.43M
|
51.9K
$2.54M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-262K- 18.87% |
$8.1M - $9.68M
|
1.12M
$55.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-298K- 37.71% |
$9.23M - $11M
|
492K
$24.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-315K- 93.36% |
$9.75M - $11.6M
|
22.4K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-320K- 30.9% |
$9.92M - $11.9M
|
716K
$35.1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-330K- 13.59% |
$10.2M - $12.2M
|
2.09M
$103M
|
|
|
May 10, 2023
Q1 2023
|
Tiff Advisory Services Inc
|
SELL
|
- |
-334K- 15.41% |
$10.3M - $12.3M
|
1.83M
$89.7M
|
|
|
Jun 14, 2024
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-366K- 61.12% |
$11.3M - $13.5M
|
233K
$11.4M
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-392K- 63.38% |
$12.1M - $14.5M
|
226K
$11.1M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-401K- 15.7% |
$12.4M - $14.8M
|
2.15M
$106M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-417K- 96.89% |
$12.9M - $15.4M
|
13.4K
$656K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-433K- 18.22% |
$13.4M - $16M
|
1.94M
$95.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-459K- 21.75% |
$14.2M - $17M
|
1.65M
$80.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-470K- 98.41% |
$14.5M - $17.4M
|
7.59K
$372K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-524K- 4.75% |
$16.2M - $19.4M
|
10.5M
$515M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-649K- 16.77% |
$20.1M - $24M
|
3.22M
$158M
|
|
|
May 08, 2023
Q1 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-688K- 39.0% |
$21.3M - $25.4M
|
1.08M
$52.7M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-735K- 57.9% |
$22.8M - $27.2M
|
534K
$26.2M
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-824K- 51.67% |
$25.5M - $30.5M
|
771K
$37.7M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-828K- 69.88% |
$25.7M - $30.6M
|
357K
$17.5M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-830K- 99.93% |
$25.7M - $30.7M
|
582
$28.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-840K- 98.28% |
$26M - $31.1M
|
14.7K
$718K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-950K- 21.91% |
$29.4M - $35.1M
|
3.38M
$166M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.12M- 16.26% |
$34.6M - $41.4M
|
5.76M
$282M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.14M- 16.93% |
$35.4M - $42.3M
|
5.61M
$275M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.17M- 24.67% |
$36.3M - $43.4M
|
3.58M
$176M
|
|
|
May 09, 2023
Q1 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.2M- 13.95% |
$37.2M - $44.4M
|
7.4M
$363M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.2M- 53.01% |
$37.2M - $44.4M
|
1.06M
$52.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.44M- 20.66% |
$44.6M - $53.2M
|
5.52M
$271M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.59M- 13.16% |
$49.3M - $58.9M
|
10.5M
$514M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.59M- 13.16% |
$49.3M - $58.9M
|
10.5M
$514M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.68M- 95.32% |
$52.1M - $62.2M
|
82.6K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.84M- 8.08% |
$88.1M - $105M
|
32.3M
$1.58B
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-3.33M- 40.76% |
$103M - $123M
|
4.84M
$237M
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-3.5M- 22.58% |
$108M - $130M
|
12M
$588M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.85M- 51.66% |
$119M - $142M
|
3.6M
$177M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-6.01M- 71.22% |
$186M - $222M
|
2.43M
$119M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-6.57M- 57.93% |
$203M - $243M
|
4.77M
$234M
|
|
|
May 15, 2023
Q1 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-8.71M- 98.58% |
$270M - $322M
|
125K
$6.12M
|