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 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.08K- 4.65% |
$64.4K - $76.9K
|
42.6K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.08K- 12.94% |
$64.6K - $77.1K
|
14K
$698K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 0.42% |
$64.9K - $77.6K
|
493K
$24.6M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.1K- 12.65% |
$65K - $77.6K
|
14.5K
$721K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.1K- 18.22% |
$65.1K - $77.7K
|
9.42K
$469K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.13K- 2.27% |
$66K - $78.9K
|
91.9K
$4.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.13K- 1.58% |
$66.1K - $78.9K
|
133K
$6.61M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.14K- 5.09% |
$66.2K - $79.1K
|
39.8K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.19K- 4.17% |
$68K - $81.2K
|
50.5K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.2K- 3.34% |
$68.1K - $81.4K
|
63.7K
$3.17M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.22K- 6.6% |
$68.9K - $82.3K
|
31.5K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.28K- 18.3% |
$70.5K - $84.2K
|
10.2K
$506K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-2.29K- 81.62% |
$71K - $84.8K
|
516
$25.7K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-2.3K- 5.12% |
$71.1K - $84.9K
|
42.5K
$2.12M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-2.3K- 2.59% |
$71.3K - $85.1K
|
86.6K
$4.31M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.38K- 2.06% |
$73.8K - $88.1K
|
113K
$5.63M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.39K- 13.67% |
$74K - $88.4K
|
15.1K
$751K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.4K- 19.16% |
$74.3K - $88.7K
|
10.1K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.4K- 5.26% |
$74.4K - $88.8K
|
43.2K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.49K- 0.95% |
$77.2K - $92.2K
|
261K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.5K- 6.07% |
$77.3K - $92.4K
|
38.6K
$1.92M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.52K- 22.06% |
$78.2K - $93.4K
|
8.92K
$444K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.53K- 19.81% |
$78.5K - $93.7K
|
10.3K
$510K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.55K- 25.99% |
$78.9K - $94.2K
|
7.25K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.57K- 6.84% |
$79.6K - $95.1K
|
35K
$1.74M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.58K- 11.62% |
$79.9K - $95.4K
|
19.6K
$976K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.59K- 4.38% |
$80.1K - $95.7K
|
56.4K
$2.81M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.6K- 4.74% |
$80.5K - $96.2K
|
52.2K
$2.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.62K- 9.54% |
$81K - $96.8K
|
24.8K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.63K- 3.71% |
$81.6K - $97.5K
|
68.4K
$3.41M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.64K- 20.29% |
$81.8K - $97.8K
|
10.4K
$517K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.68K- 2.95% |
$83.1K - $99.3K
|
88.3K
$4.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.69K- 1.07% |
$83.4K - $99.6K
|
248K
$12.3M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-2.69K- 11.19% |
$83.5K - $99.7K
|
21.4K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.7K- 20.04% |
$83.6K - $99.8K
|
10.8K
$536K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.72K- 20.89% |
$84.2K - $101K
|
10.3K
$513K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.79K- 16.81% |
$86.4K - $103K
|
13.8K
$687K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.83K- 4.72% |
$87.6K - $105K
|
57.1K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.83K- 7.61% |
$87.7K - $105K
|
34.4K
$1.71M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.86K- 2.91% |
$88.6K - $106K
|
95.5K
$4.76M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.89K- 1.82% |
$89.6K - $107K
|
156K
$7.79M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.91K- 0.87% |
$90.1K - $108K
|
331K
$16.5M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.91K- 21.06% |
$90.2K - $108K
|
10.9K
$544K
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2.93K- 7.54% |
$90.7K - $108K
|
35.9K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.99K- 6.11% |
$92.5K - $110K
|
45.8K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3K- 19.36% |
$92.8K - $111K
|
12.5K
$621K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3K- 2.0% |
$92.9K - $111K
|
147K
$7.33M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.01K- 16.67% |
$93.3K - $111K
|
15.1K
$750K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.03K- 28.31% |
$93.9K - $112K
|
7.67K
$382K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.03K- 10.53% |
$93.9K - $112K
|
25.8K
$1.28M
|