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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.43K+ 10.54% |
$44.3K - $52.9K
|
15K
$735K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 3.99% |
$44.1K - $52.7K
|
37.1K
$1.82M
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.4K+ 7.0% |
$43.4K - $51.8K
|
21.4K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.4K+ 14.56% |
$43.4K - $51.8K
|
11K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$43K - $51.3K
|
1.39K
$67.9K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.37K+ 5.56% |
$42.4K - $50.7K
|
26K
$1.28M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.36K+ 3.51% |
$42K - $50.1K
|
39.9K
$1.96M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.35K+ 109.85% |
$41.8K - $49.9K
|
2.58K
$126K
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.34K+ 7.89% |
$41.5K - $49.5K
|
18.3K
$896K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.32K+ 1.7% |
$40.9K - $48.8K
|
78.9K
$3.87M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.29K+ 8.01% |
$39.9K - $47.6K
|
17.4K
$850K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.29K+ 18.04% |
$39.9K - $47.6K
|
8.42K
$413K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.29K+ 18.04% |
$39.9K - $47.6K
|
8.42K
$413K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.29K+ 2.32% |
$39.8K - $47.5K
|
56.6K
$2.77M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.26K+ 421.4% |
$39K - $46.6K
|
1.56K
$76.4K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.24K+ 5.12% |
$38.4K - $45.9K
|
25.5K
$1.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
1.24K+ 11.01% |
$38.4K - $45.8K
|
12.5K
$612K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.24K+ 8.84% |
$38.4K - $45.8K
|
15.2K
$747K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 1.17% |
$38.1K - $45.5K
|
106K
$5.21M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.23KNew |
$38.1K - $45.5K
|
1.23K
$60.2K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.22K+ 12.52% |
$37.8K - $45.1K
|
11K
$537K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.21KNew |
$37.6K - $44.9K
|
1.21K
$59.5K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.21K+ 4.55% |
$37.5K - $44.8K
|
27.8K
$1.36M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 7.56% |
$37.4K - $44.6K
|
17.1K
$840K
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.2K+ 4.4% |
$37.2K - $44.4K
|
28.4K
$1.39M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.2K+ 4.4% |
$37.2K - $44.4K
|
28.4K
$1.39M
|
|
|
Apr 10, 2023
Q1 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 1.37% |
$37.1K - $44.4K
|
88.9K
$4.36M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.19K+ 1.1% |
$37K - $44.1K
|
110K
$5.39M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
1.18K+ 9.32% |
$36.6K - $43.8K
|
13.9K
$680K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
1.16K+ 2.35% |
$35.8K - $42.7K
|
50.2K
$2.46M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.16K+ 4.14% |
$35.8K - $42.7K
|
29.1K
$1.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.13K+ 5.25% |
$35K - $41.8K
|
22.6K
$1.11M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
1.12K+ 11.66% |
$34.5K - $41.3K
|
10.7K
$523K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.11K+ 10.23% |
$34.3K - $40.9K
|
11.9K
$584K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.08K+ 2.77% |
$33.4K - $39.9K
|
40K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.01K+ 42.89% |
$31.3K - $37.4K
|
3.37K
$165K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1K+ 10.51% |
$31K - $37.1K
|
10.5K
$516K
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
998+ 1.14% |
$30.9K - $36.9K
|
88.2K
$4.32M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
995+ 110.56% |
$30.8K - $36.8K
|
1.9K
$92.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
963+ 6.1% |
$29.8K - $35.6K
|
16.7K
$820K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
953+ 0.94% |
$29.5K - $35.3K
|
103K
$5.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
950+ 2.72% |
$29.4K - $35.2K
|
35.8K
$1.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
949+ 0.8% |
$29.4K - $35.1K
|
120K
$5.87M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
939+ 12.72% |
$29.1K - $34.7K
|
8.32K
$408K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
939+ 39.04% |
$29.1K - $34.7K
|
3.34K
$164K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
938+ 6.56% |
$29.1K - $34.7K
|
15.2K
$747K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
922+ 1.53% |
$28.6K - $34.1K
|
61K
$2.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
909+ 5.21% |
$28.2K - $33.6K
|
18.4K
$900K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
888+ 7.56% |
$27.5K - $32.9K
|
12.6K
$619K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
866+ 3.75% |
$26.8K - $32K
|
24K
$1.17M
|