Purchases and Sales Made in Q1 2023 in Financial Sector Spdr (XLF)

XLF Quotes by TradingView

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 28, 2023 Q1 2023
Bray Capital Advisors

SELL
 -
-5.31K
- 8.69%
$165K - $197K
55.8K $2.78M
May 03, 2023 Q1 2023
Moneda S.A. Administradora General De Fondos

SELL
 -
-5.34K
- 19.45%
$166K - $198K
22.1K $1.1M
May 02, 2023 Q1 2023
First Interstate Bank

Billings, MT
SELL
 -
-5.42K
- 2.46%
$168K - $201K
215K $10.7M
Apr 13, 2023 Q1 2023
Central Bank & Trust CO

SELL
 -
-5.48K
- 16.84%
$170K - $203K
27.1K $1.35M
May 05, 2023 Q1 2023
Bernardo Wealth Planning LLC

SELL
 -
-5.7K
- 47.31%
$177K - $211K
6.35K $316K
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
SELL
 -
-5.8K
- 14.57%
$180K - $215K
34K $1.69M
May 02, 2023 Q1 2023
Joseph P. Lucia & Associates, LLC

SELL
 -
-5.91K
- 11.29%
$183K - $219K
46.5K $2.31M
Apr 24, 2023 Q1 2023
First Bancorp, Inc

SELL
 -
-6K
- 11.0%
$186K - $222K
48.6K $2.42M
Sep 05, 2024 Q1 2023
Granite Fo LLC

Bedford, NH
SELL
 -
-6.2K
- 7.45%
$192K - $229K
77K $3.83M
May 15, 2023 Q1 2023
Choate Investment Advisors

Boston, MA
SELL
 -
-6.24K
- 75.96%
$193K - $231K
1.98K $98.4K
Apr 10, 2023 Q1 2023
Wealth Care Investment Partners, LLC

SELL
 -
-6.35K
- 30.64%
$197K - $235K
14.4K $716K
Apr 27, 2023 Q1 2023
Strategic Advisors LLC

SELL
 -
-6.4K
- 13.63%
$198K - $237K
40.5K $2.02M
May 12, 2023 Q1 2023
Cary Street Partners Asset Management LLC

Richmond, VA
SELL
 -
-6.63K
- 22.48%
$205K - $245K
22.8K $1.14M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
SELL
 -
-6.63K
- 25.27%
$206K - $245K
19.6K $977K
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
SELL
 -
-6.67K
- 16.16%
$207K - $247K
34.6K $1.72M
Apr 13, 2023 Q1 2023
Bowman & CO S.C.

SELL
 -
-6.73K
- 4.24%
$208K - $249K
152K $7.57M
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

SELL
 -
-6.74K
- 17.08%
$209K - $249K
32.7K $1.63M
May 15, 2023 Q1 2023
Northeast Financial Consultants Inc

Westport, CT
SELL
 -
-6.89K
- 26.99%
$213K - $255K
18.6K $928K
Apr 25, 2023 Q1 2023
Ledyard National Bank

SELL
 -
-6.89K
- 3.49%
$213K - $255K
190K $9.48M
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-6.93K
- 11.97%
$215K - $257K
51K $2.54M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

SELL
 -
-6.95K
- 22.33%
$215K - $257K
24.2K $1.2M
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

SELL
 -
-7.13K
- 19.74%
$221K - $264K
29K $1.44M
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-7.16K
Closed
$222K - $265K
0 $0
Apr 11, 2023 Q1 2023
Chesley Taft & Associates LLC

SELL
 -
-7.24K
- 2.37%
$224K - $268K
299K $14.9M
May 04, 2023 Q1 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
SELL
 -
-7.37K
- 6.79%
$228K - $273K
101K $5.04M
May 01, 2023 Q1 2023
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

SELL
 -
-7.6K
- 0.41%
$235K - $281K
1.84M $91.8M
Jun 01, 2023 Q1 2023
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-7.72K
- 47.16%
$239K - $286K
8.65K $431K
May 09, 2023 Q1 2023
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-7.92K
- 54.16%
$245K - $293K
6.71K $334K
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

SELL
 -
-8.02K
- 15.7%
$249K - $297K
43.1K $2.15M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

SELL
 -
-8.04K
- 7.74%
$249K - $297K
95.8K $4.77M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

SELL
 -
-8.06K
- 11.14%
$250K - $298K
64.2K $3.2M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-8.06K
- 24.77%
$250K - $298K
24.5K $1.22M
Apr 26, 2023 Q1 2023
Proffitt & Goodson Inc

SELL
 -
-8.07K
- 31.54%
$250K - $299K
17.5K $872K
Dec 14, 2023 Q1 2023
One River Asset Management, LLC

Stamford, CT
SELL
 -
-8.09K
- 9.25%
$251K - $299K
79.3K $3.95M
May 12, 2023 Q1 2023
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-8.13K
- 52.53%
$252K - $301K
7.35K $366K
Apr 24, 2023 Q1 2023
Private Wealth Advisors, LLC

Fresno, CA
SELL
 -
-8.15K
- 4.97%
$253K - $302K
156K $7.76M
May 05, 2023 Q1 2023
Sandy Spring Bank

SELL
 -
-8.24K
- 5.92%
$255K - $305K
131K $6.51M
Oct 09, 2024 Q1 2023
Cladis Investment Advisory, LLC

Billings, MT
SELL
 -
-8.37K
- 26.51%
$259K - $310K
23.2K $1.15M
Apr 12, 2023 Q1 2023
Country Club Bank

SELL
 -
-8.54K
- 16.74%
$264K - $316K
42.4K $2.11M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-8.58K
- 4.92%
$266K - $317K
166K $8.25M
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
SELL
 -
-8.89K
- 14.86%
$275K - $329K
50.9K $2.54M
Apr 24, 2023 Q1 2023
Montecito Bank & Trust

SELL
 -
-9.11K
- 19.47%
$282K - $337K
37.7K $1.88M
Apr 26, 2023 Q1 2023
Financial & Tax Architects, LLC

St Louis, MO
SELL
 -
-9.24K
- 25.38%
$286K - $342K
27.2K $1.35M
Apr 20, 2023 Q1 2023
Novare Capital Management LLC

SELL
 -
-9.72K
- 7.44%
$301K - $360K
121K $6.02M
Apr 24, 2023 Q1 2023
Rockland Trust CO

SELL
 -
-9.82K
- 7.12%
$304K - $363K
128K $6.38M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-9.86K
- 7.81%
$306K - $365K
116K $5.8M
May 11, 2023 Q1 2023
Scotia Capital Inc.

SELL
 -
-9.87K
- 3.01%
$306K - $365K
319K $15.9M
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-10.1K
- 4.01%
$312K - $373K
241K $12M
Apr 07, 2023 Q1 2023
Trust CO

SELL
 -
-10.2K
- 9.18%
$316K - $377K
101K $5.02M

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