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 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
350+ 0.8% |
$10.8K - $13K
|
44.3K
$2.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
330+ 2.47% |
$10.2K - $12.2K
|
13.7K
$689K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
324+ 2.97% |
$10K - $12K
|
11.2K
$564K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
323+ 0.99% |
$10K - $12K
|
33K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
318+ 2.39% |
$9.85K - $11.8K
|
13.6K
$685K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
311+ 47.85% |
$9.63K - $11.5K
|
961
$48.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
307+ 0.49% |
$9.51K - $11.4K
|
62.7K
$3.15M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
305+ 179.41% |
$9.45K - $11.3K
|
475
$23.9K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
289+ 1.86% |
$8.95K - $10.7K
|
15.9K
$797K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
288+ 0.36% |
$8.92K - $10.7K
|
81.3K
$4.09M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
279+ 244.74% |
$8.64K - $10.3K
|
393
$19.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
270+ 0.85% |
$8.36K - $9.99K
|
32.1K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
270+ 1.09% |
$8.36K - $9.99K
|
24.9K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
261New |
$8.09K - $9.66K
|
261
$13.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
259+ 14.54% |
$8.02K - $9.58K
|
2.04K
$103K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
255+ 1.27% |
$7.9K - $9.44K
|
20.3K
$1.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
247+ 0.07% |
$7.65K - $9.14K
|
333K
$16.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
233+ 46.6% |
$7.22K - $8.62K
|
733
$36.8K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
227New |
$7.03K - $8.4K
|
227
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
225+ 2.11% |
$6.97K - $8.33K
|
10.9K
$547K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
218+ 0.76% |
$6.75K - $8.07K
|
28.8K
$1.45M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
214+ 1.4% |
$6.63K - $7.92K
|
15.5K
$778K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
200+ 1.59% |
$6.2K - $7.4K
|
12.8K
$643K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
192+ 2.88% |
$5.95K - $7.1K
|
6.85K
$344K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
185+ 6.86% |
$5.73K - $6.85K
|
2.88K
$145K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
184+ 1.12% |
$5.7K - $6.81K
|
16.7K
$838K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
180+ 0.34% |
$5.58K - $6.66K
|
52.7K
$2.65M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
166+ 1.86% |
$5.14K - $6.14K
|
9.08K
$457K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
162+ 1.07% |
$5.02K - $5.99K
|
15.4K
$772K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
158New |
$4.89K - $5.85K
|
158
$7.94K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
157+ 0.48% |
$4.86K - $5.81K
|
32.9K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
155+ 4.84% |
$4.8K - $5.74K
|
3.36K
$169K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
153+ 1.85% |
$4.74K - $5.66K
|
8.43K
$424K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
151+ 0.44% |
$4.68K - $5.59K
|
34.4K
$1.73M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
146+ 1.12% |
$4.52K - $5.4K
|
13.1K
$660K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
143+ 1.77% |
$4.43K - $5.29K
|
8.21K
$412K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
140+ 7.47% |
$4.34K - $5.18K
|
2.02K
$101K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
130+ 0.41% |
$4.03K - $4.81K
|
32.2K
$1.62M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
128+ 0.62% |
$3.97K - $4.74K
|
20.7K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
126+ 0.48% |
$3.9K - $4.66K
|
26.6K
$1.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
121+ 1.28% |
$3.75K - $4.48K
|
9.6K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
117+ 1.32% |
$3.62K - $4.33K
|
8.97K
$451K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
104+ 0.95% |
$3.22K - $3.85K
|
11K
$554K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
100+ 2.73% |
$3.1K - $3.7K
|
3.77K
$189K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 0.57% |
$3.1K - $3.7K
|
17.6K
$885K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
100+ 2.5% |
$3.1K - $3.7K
|
4.1K
$206K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 0.07% |
$3.1K - $3.7K
|
143K
$7.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
93New |
$2.88K - $3.44K
|
93
$4.67K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
86+ 0.5% |
$2.66K - $3.18K
|
17.2K
$866K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
81+ 0.16% |
$2.51K - $3K
|
50.1K
$2.52M
|