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 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-709- 0.66% |
$22K - $26.2K
|
107K
$5.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-713- 46.24% |
$22.1K - $26.4K
|
829
$41.3K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-720- 4.36% |
$22.3K - $26.6K
|
15.8K
$786K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-732- 3.95% |
$22.7K - $27.1K
|
17.8K
$887K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-738- 8.63% |
$22.9K - $27.3K
|
7.82K
$389K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-739- 90.34% |
$22.9K - $27.3K
|
79
$3.93K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-740- 6.09% |
$22.9K - $27.4K
|
11.4K
$568K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-760- 2.4% |
$23.5K - $28.1K
|
31K
$1.54M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-769- 1.12% |
$23.8K - $28.5K
|
68K
$3.39M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-770- 5.76% |
$23.9K - $28.5K
|
12.6K
$628K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-772- 4.48% |
$23.9K - $28.6K
|
16.5K
$820K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-776- 9.1% |
$24K - $28.7K
|
7.75K
$386K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-783- 25.34% |
$24.3K - $29K
|
2.31K
$115K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-790- 2.07% |
$24.5K - $29.2K
|
37.5K
$1.87M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-791- 30.81% |
$24.5K - $29.3K
|
1.78K
$88.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-799- 0.76% |
$24.8K - $29.6K
|
105K
$5.22M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-800- 5.13% |
$24.8K - $29.6K
|
14.8K
$737K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-800- 77.67% |
$24.8K - $29.6K
|
230
$11.5K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-801- 2.32% |
$24.8K - $29.6K
|
33.7K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-821- 27.57% |
$25.4K - $30.4K
|
2.16K
$107K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-827- 6.83% |
$25.6K - $30.6K
|
11.3K
$562K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-850- 2.74% |
$26.3K - $31.5K
|
30.2K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-853- 0.7% |
$26.4K - $31.6K
|
122K
$6.05M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-862- 2.88% |
$26.7K - $31.9K
|
29.1K
$1.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-866- 5.76% |
$26.8K - $32K
|
14.2K
$706K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-872- 1.26% |
$27K - $32.3K
|
68.4K
$3.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-875- 3.55% |
$27.1K - $32.4K
|
23.8K
$1.19M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-895- 2.07% |
$27.7K - $33.1K
|
42.3K
$2.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-911- 6.98% |
$28.2K - $33.7K
|
12.1K
$605K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-949- 0.26% |
$29.4K - $35.1K
|
367K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-957- 1.45% |
$29.6K - $35.4K
|
65.1K
$3.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-966- 5.72% |
$29.9K - $35.7K
|
15.9K
$793K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-975- 6.07% |
$30.2K - $36.1K
|
15.1K
$752K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.02K- 8.45% |
$31.5K - $37.6K
|
11K
$548K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.03K- 0.3% |
$31.8K - $38K
|
338K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.04K- 9.13% |
$32.2K - $38.4K
|
10.3K
$515K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-1.04K- 2.56% |
$32.2K - $38.5K
|
39.5K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.05K- 3.76% |
$32.5K - $38.9K
|
26.9K
$1.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.09K- 1.02% |
$33.9K - $40.4K
|
106K
$5.3M
|
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-1.1K- 3.53% |
$33.9K - $40.5K
|
29.9K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.1K- 14.25% |
$34K - $40.6K
|
6.59K
$328K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.1K- 43.63% |
$34K - $40.6K
|
1.42K
$70.5K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.1K- 9.52% |
$34.1K - $40.7K
|
10.5K
$521K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.11K- 2.14% |
$34.4K - $41.1K
|
50.8K
$2.53M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.14K- 7.02% |
$35.2K - $42K
|
15K
$749K
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.16K- 2.34% |
$35.8K - $42.8K
|
48.2K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.16K- 6.49% |
$35.9K - $42.8K
|
16.7K
$831K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-1.18K- 5.26% |
$36.5K - $43.6K
|
21.2K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.2K- 0.71% |
$37.1K - $44.3K
|
168K
$8.36M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.21K- 3.39% |
$37.4K - $44.7K
|
34.4K
$1.71M
|