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 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.04K- 7.3% |
$94.1K - $112K
|
38.6K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.06K- 7.15% |
$94.9K - $113K
|
39.8K
$1.98M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-3.12K- 18.87% |
$96.6K - $115K
|
13.4K
$667K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.13K- 4.48% |
$97K - $116K
|
66.8K
$3.33M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.18K- 2.39% |
$98.5K - $118K
|
130K
$6.45M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.24K- 7.66% |
$100K - $120K
|
39.1K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.27K- 19.09% |
$101K - $121K
|
13.9K
$691K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-3.3K- 3.34% |
$102K - $122K
|
95.4K
$4.75M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.37K- 24.08% |
$104K - $125K
|
10.6K
$529K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.39K- 17.06% |
$105K - $126K
|
16.5K
$821K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.45K- 16.07% |
$107K - $128K
|
18K
$897K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.46K- 27.98% |
$107K - $128K
|
8.9K
$443K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.46K- 10.14% |
$107K - $128K
|
30.7K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.47K- 17.71% |
$108K - $129K
|
16.1K
$804K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-3.49K- 17.52% |
$108K - $129K
|
16.4K
$817K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-3.5K- 13.3% |
$108K - $130K
|
22.8K
$1.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-3.51K- 1.43% |
$109K - $130K
|
242K
$12.1M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.52K- 0.84% |
$109K - $130K
|
414K
$20.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.53K- 33.08% |
$109K - $131K
|
7.14K
$356K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-3.69K- 19.25% |
$114K - $137K
|
15.5K
$772K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-3.79K- 11.57% |
$117K - $140K
|
29K
$1.44M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.82K- 22.21% |
$118K - $141K
|
13.4K
$666K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-3.89K- 5.68% |
$121K - $144K
|
64.6K
$3.22M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.89K- 0.48% |
$121K - $144K
|
806K
$40.1M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.91K- 4.62% |
$121K - $145K
|
80.7K
$4.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.91K- 13.67% |
$121K - $145K
|
24.7K
$1.23M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.94K- 26.44% |
$122K - $146K
|
11K
$546K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.94K- 26.44% |
$122K - $146K
|
11K
$546K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-3.95K- 6.84% |
$122K - $146K
|
53.7K
$2.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-4.05K- 8.35% |
$125K - $150K
|
44.5K
$2.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.06K- 12.31% |
$126K - $150K
|
28.9K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.15K- 10.3% |
$129K - $154K
|
36.2K
$1.8M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-4.18K- 18.38% |
$130K - $155K
|
18.6K
$925K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-4.23K- 5.6% |
$131K - $156K
|
71.3K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.24K- 0.65% |
$131K - $157K
|
645K
$32.1M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.37K- 30.92% |
$135K - $162K
|
9.76K
$486K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.4K- 31.58% |
$136K - $163K
|
9.53K
$475K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.42K- 28.75% |
$137K - $164K
|
11K
$546K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.49K- 2.71% |
$139K - $166K
|
161K
$8.04M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.5K- 5.27% |
$139K - $166K
|
80.8K
$4.02M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-4.51K- 17.96% |
$140K - $167K
|
20.6K
$1.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.58K- 14.21% |
$142K - $169K
|
27.7K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.58K- 6.56% |
$142K - $170K
|
65.3K
$3.25M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-4.59K- 12.17% |
$142K - $170K
|
33.1K
$1.65M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.74K- 1.04% |
$147K - $175K
|
450K
$22.4M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-4.81K- 16.66% |
$149K - $178K
|
24K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.89K- 23.02% |
$151K - $181K
|
16.3K
$813K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-5.23K- 4.26% |
$162K - $194K
|
117K
$5.85M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.27K- 3.21% |
$163K - $195K
|
159K
$7.92M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.27K- 3.21% |
$163K - $195K
|
159K
$7.92M
|