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
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
24.5K
+ 139.89%
$760K - $908K
42.1K $2.06M
May 17, 2023 Q1 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
23.5K
New
$728K - $869K
23.5K $1.15M
Nov 30, 2023 Q1 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
23.5K
+ 19.67%
$727K - $868K
143K $6.99M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
22.8K
New
$707K - $845K
22.8K $1.12M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
22.7K
+ 50.17%
$704K - $840K
68K $3.33M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
22K
+ 176.47%
$683K - $816K
34.5K $1.69M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
22K
+ 23.36%
$682K - $814K
116K $5.69M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
21.8K
+ 7.15%
$675K - $806K
326K $16M
Oct 10, 2024 Q1 2023
Tamar Securities, LLC

BUY
 -
21.7K
+ 9.89%
$673K - $803K
241K $11.8M
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
21.5K
+ 31.9%
$665K - $794K
88.7K $4.35M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
20.4K
New
$631K - $754K
20.4K $998K
Apr 24, 2023 Q1 2023
Beaumont Asset Management, L.L.C.

BUY
 -
20.1K
New
$622K - $742K
20.1K $983K
Apr 18, 2023 Q1 2023
Donald L. Hagan, LLC

BUY
 -
19.7K
+ 45.2%
$610K - $728K
63.2K $3.1M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
19.6K
+ 52.03%
$608K - $726K
57.3K $2.81M
May 11, 2023 Q1 2023
Nvwm, LLC

BUY
 -
18.7K
+ 52.87%
$578K - $690K
53.9K $2.64M
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
18.6K
+ 2.81%
$577K - $689K
681K $33.4M
May 04, 2023 Q1 2023
Founders Financial Securities LLC

BUY
 -
17.9K
+ 23.61%
$556K - $664K
94K $4.6M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
17.9K
+ 85.44%
$554K - $662K
38.8K $1.9M
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

BUY
 -
17.8K
+ 2406.89%
$552K - $659K
18.6K $909K
Apr 25, 2023 Q1 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
17.7K
+ 50.57%
$549K - $655K
52.7K $2.58M
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
17.6K
+ 4.31%
$544K - $650K
425K $20.8M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
17.5K
New
$542K - $648K
17.5K $858K
May 10, 2023 Q1 2023
Cavalier Investments, LLC

BUY
 -
17.4K
+ 5.23%
$540K - $645K
351K $17.2M
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
16.9K
New
$525K - $627K
16.9K $830K
May 08, 2023 Q1 2023
Campbell Wealth Management

BUY
 -
16.9K
+ 2.64%
$522K - $624K
656K $32.1M
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
16.8K
New
$521K - $623K
16.8K $824K
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
16.8K
+ 4.61%
$521K - $622K
382K $18.7M
May 04, 2023 Q1 2023
Stockman Wealth Management, Inc.

BUY
 -
16.8K
+ 31.32%
$521K - $622K
70.5K $3.45M
May 03, 2023 Q1 2023
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
16.1K
+ 1.08%
$500K - $597K
1.51M $73.9M
May 20, 2024 Q1 2023
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
16.1K
+ 1.08%
$500K - $597K
1.51M $73.9M
May 10, 2023 Q1 2023
Powell Investment Advisors, LLC

BUY
 -
16K
+ 101.06%
$496K - $593K
31.9K $1.56M
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
15.9K
+ 21.78%
$492K - $588K
88.8K $4.35M
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
15.9K
New
$492K - $587K
15.9K $778K
May 08, 2023 Q1 2023
Ameraudi Asset Management, Inc.

BUY
 -
15.8K
+ 6.12%
$488K - $583K
273K $13.4M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
15.7K
New
$486K - $580K
15.7K $768K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
15.4K
+ 47.53%
$477K - $570K
47.8K $2.34M
May 08, 2023 Q1 2023
Spartan Fund Management Inc.

BUY
 -
15.3K
New
$474K - $566K
15.3K $750K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
14.8K
+ 58.81%
$460K - $549K
40.1K $1.96M
May 15, 2023 Q1 2023
Avitas Wealth Management LLC

BUY
 -
14.8K
+ 30.42%
$458K - $547K
63.4K $3.11M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
14.6K
+ 27.86%
$453K - $541K
67.1K $3.29M
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

BUY
 -
14.6K
+ 44.9%
$452K - $540K
47.1K $2.31M
May 15, 2023 Q1 2023
Audent Global Asset Management, LLC

West Hollywood, CA
BUY
 -
14.3K
+ 130.36%
$442K - $528K
25.2K $1.24M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
13.9K
+ 9.2%
$431K - $515K
165K $8.09M
May 09, 2023 Q1 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
13.9K
New
$431K - $515K
13.9K $681K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
13.4K
New
$415K - $496K
13.4K $657K
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
13.2K
+ 20.34%
$409K - $488K
78.1K $3.83M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
13.1K
+ 43.8%
$407K - $486K
43.1K $2.11M
May 08, 2023 Q1 2023
South State Corp

BUY
 -
13.1K
+ 198.6%
$405K - $484K
19.7K $964K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
13K
+ 21.52%
$404K - $482K
73.6K $3.61M

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