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 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.4K- 25.13% |
$321K - $383K
|
30.9K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-10.4K- 56.23% |
$322K - $385K
|
8.1K
$404K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-10.4K- 5.57% |
$323K - $386K
|
177K
$8.8M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.7K- 53.05% |
$333K - $397K
|
9.51K
$473K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10.8K- 8.16% |
$333K - $398K
|
121K
$6.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-10.8K- 19.97% |
$334K - $398K
|
43.2K
$2.15M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-10.9K- 27.79% |
$338K - $404K
|
28.4K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.9K- 14.12% |
$339K - $405K
|
66.6K
$3.32M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-11.2K- 55.92% |
$346K - $413K
|
8.8K
$438K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-11.2K- 7.11% |
$348K - $416K
|
147K
$7.31M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.3K- 2.46% |
$351K - $420K
|
450K
$22.4M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-11.4K- 19.52% |
$352K - $421K
|
46.9K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-11.4K- 4.72% |
$353K - $421K
|
230K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.4K- 2.03% |
$355K - $424K
|
551K
$27.4M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-11.6K- 22.88% |
$359K - $429K
|
39.1K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-11.9K- 76.23% |
$367K - $439K
|
3.7K
$184K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-11.9K- 99.2% |
$369K - $440K
|
96
$4.78K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-12.1K- 29.04% |
$376K - $449K
|
29.6K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-12.2K- 88.66% |
$377K - $450K
|
1.56K
$77.4K
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-12.3K- 3.73% |
$381K - $455K
|
317K
$15.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-12.5K- 49.29% |
$388K - $463K
|
12.9K
$642K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.6K- 30.76% |
$392K - $468K
|
28.5K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-12.7K- 91.66% |
$395K - $472K
|
1.16K
$57.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.9K- 15.93% |
$399K - $477K
|
68K
$3.39M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-13K- 17.31% |
$404K - $482K
|
62.3K
$3.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-13.2K- 3.32% |
$409K - $489K
|
385K
$19.2M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13.3K- 20.0% |
$412K - $492K
|
53.2K
$2.65M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-13.5K- 36.45% |
$417K - $498K
|
23.5K
$1.17M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-13.5K- 5.43% |
$418K - $500K
|
235K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-13.5K- 50.79% |
$420K - $501K
|
13.1K
$654K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-13.8K- 24.47% |
$428K - $511K
|
42.6K
$2.12M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-13.9K- 4.79% |
$431K - $514K
|
276K
$13.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-14.7K- 67.92% |
$454K - $543K
|
6.93K
$345K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-15.4K- 9.18% |
$478K - $570K
|
153K
$7.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-15.4K- 29.85% |
$478K - $571K
|
36.3K
$1.81M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-15.5K- 29.11% |
$481K - $574K
|
37.8K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-15.6K- 35.78% |
$482K - $576K
|
27.9K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-15.8K- 40.61% |
$489K - $584K
|
23.1K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-16.1K- 42.35% |
$499K - $596K
|
21.9K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-16.5K- 4.66% |
$510K - $609K
|
337K
$16.8M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-16.6K- 10.08% |
$513K - $613K
|
148K
$7.36M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-16.8K- 58.58% |
$519K - $620K
|
11.8K
$590K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-17.4K- 41.83% |
$538K - $643K
|
24.2K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-18.9K- 17.25% |
$585K - $699K
|
90.7K
$4.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-19K- 30.5% |
$589K - $704K
|
43.3K
$2.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-19.1K- 47.07% |
$590K - $705K
|
21.4K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-19.1K- 51.48% |
$591K - $705K
|
18K
$895K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-19.1K- 51.93% |
$593K - $708K
|
17.7K
$883K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-19.7K- 21.35% |
$612K - $731K
|
72.7K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20.2K- 80.16% |
$626K - $747K
|
5K
$249K
|