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 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-20.7K- 41.15% |
$643K - $768K
|
29.7K
$1.48M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-21.1K- 17.88% |
$654K - $781K
|
96.9K
$4.83M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-22.9K- 48.85% |
$711K - $849K
|
24K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-23.1K- 2.36% |
$716K - $855K
|
956K
$47.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-23.4K- 67.85% |
$726K - $868K
|
11.1K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-23.7K- 1.19% |
$736K - $878K
|
1.96M
$97.8M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-24.3K- 24.46% |
$752K - $898K
|
75K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-25.5K- 9.07% |
$789K - $942K
|
255K
$12.7M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-25.9K- 6.71% |
$803K - $958K
|
360K
$17.9M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-25.9K- 71.36% |
$804K - $960K
|
10.4K
$518K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-26.6K- 9.27% |
$824K - $984K
|
260K
$13M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26.9K- 57.92% |
$834K - $997K
|
19.6K
$974K
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-27.2K- 19.86% |
$844K - $1.01M
|
110K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-28.6K- 28.51% |
$886K - $1.06M
|
71.7K
$3.57M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.5K- 8.77% |
$945K - $1.13M
|
317K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-31.1K- 12.0% |
$962K - $1.15M
|
228K
$11.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-31.7K- 42.51% |
$983K - $1.17M
|
42.9K
$2.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-32.1K- 17.54% |
$995K - $1.19M
|
151K
$7.52M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32.9K- 37.43% |
$1.02M - $1.22M
|
55.1K
$2.74M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33K- 0.26% |
$1.02M - $1.22M
|
12.6M
$628M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33.8K- 1.84% |
$1.05M - $1.25M
|
1.81M
$90M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-33.9K- 38.58% |
$1.05M - $1.26M
|
54K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-34K- 44.62% |
$1.05M - $1.26M
|
42.2K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-34.6K- 22.26% |
$1.07M - $1.28M
|
121K
$6.01M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-34.7K- 72.88% |
$1.07M - $1.28M
|
12.9K
$642K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-34.9K- 73.81% |
$1.08M - $1.29M
|
12.4K
$617K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-35K- 59.81% |
$1.08M - $1.29M
|
23.5K
$1.17M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-35K- 17.65% |
$1.08M - $1.3M
|
163K
$8.14M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-35.6K- 9.49% |
$1.1M - $1.32M
|
340K
$16.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-36.3K- 24.23% |
$1.12M - $1.34M
|
113K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-37.8K- 2.19% |
$1.17M - $1.4M
|
1.69M
$84M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-40.4K- 10.62% |
$1.25M - $1.49M
|
340K
$16.9M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-42.2K- 1.63% |
$1.31M - $1.56M
|
2.54M
$127M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-42.2K- 12.84% |
$1.31M - $1.56M
|
286K
$14.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-42.4K- 25.56% |
$1.31M - $1.57M
|
123K
$6.15M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-42.4KClosed |
$1.31M - $1.57M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-42.6K- 2.04% |
$1.32M - $1.58M
|
2.05M
$102M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-45K- 13.75% |
$1.39M - $1.67M
|
282K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-45.2K- 6.72% |
$1.4M - $1.67M
|
627K
$31.2M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-45.5K- 63.41% |
$1.41M - $1.68M
|
26.3K
$1.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-46.7K- 20.63% |
$1.45M - $1.73M
|
180K
$8.95M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-46.8K- 49.08% |
$1.45M - $1.73M
|
48.6K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-47.3K- 75.19% |
$1.47M - $1.75M
|
15.6K
$778K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-49.4K- 79.2% |
$1.53M - $1.83M
|
13K
$647K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-50.5K- 53.77% |
$1.56M - $1.87M
|
43.4K
$2.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-51K- 7.31% |
$1.58M - $1.89M
|
647K
$32.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-51.4K- 26.87% |
$1.59M - $1.9M
|
140K
$6.97M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-52.5K- 42.75% |
$1.63M - $1.94M
|
70.3K
$3.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-53.6K- 84.87% |
$1.66M - $1.98M
|
9.56K
$476K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-53.7K- 42.34% |
$1.66M - $1.99M
|
73.1K
$3.64M
|