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 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
50.7K+ 22.57% |
$1.57M - $1.88M
|
276K
$13.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
50.6KNew |
$1.57M - $1.87M
|
50.6K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
50.2K+ 117.44% |
$1.55M - $1.86M
|
92.9K
$4.63M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
49.2KNew |
$1.52M - $1.82M
|
49.2K
$2.45M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
48.6K+ 64.04% |
$1.5M - $1.8M
|
124K
$6.19M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
47.6K+ 283.98% |
$1.48M - $1.76M
|
64.4K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
46.7K+ 340.39% |
$1.45M - $1.73M
|
60.4K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
44.4KNew |
$1.38M - $1.64M
|
44.4K
$2.21M
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
43.8K+ 166.35% |
$1.36M - $1.62M
|
70.1K
$3.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
43KNew |
$1.33M - $1.59M
|
43K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
41.7K+ 14.27% |
$1.29M - $1.54M
|
334K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
40.9KNew |
$1.27M - $1.51M
|
40.9K
$2.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
39.4K+ 1.87% |
$1.22M - $1.46M
|
2.14M
$107M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
38.5KNew |
$1.19M - $1.42M
|
38.5K
$1.92M
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
38.1KNew |
$1.18M - $1.41M
|
38.1K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
37.3KNew |
$1.16M - $1.38M
|
37.3K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
37K+ 85.21% |
$1.15M - $1.37M
|
80.4K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
36.7K+ 501.83% |
$1.14M - $1.36M
|
44K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
35.8K+ 28.58% |
$1.11M - $1.33M
|
161K
$8.03M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
34.8K+ 188.82% |
$1.08M - $1.29M
|
53.2K
$2.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34.1K+ 19.95% |
$1.06M - $1.26M
|
205K
$10.2M
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
34.1KNew |
$1.06M - $1.26M
|
34.1K
$1.7M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33.8K+ 43.62% |
$1.05M - $1.25M
|
111K
$5.55M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
33.7K+ 74.9% |
$1.05M - $1.25M
|
78.8K
$3.92M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
33.7K+ 56.86% |
$1.04M - $1.25M
|
93K
$4.63M
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
33.4K+ 29.65% |
$1.03M - $1.23M
|
146K
$7.26M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
31.5K+ 16.9% |
$974K - $1.16M
|
218K
$10.8M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
31K+ 5.05% |
$961K - $1.15M
|
645K
$32.1M
|
|
|
May 12, 2023
Q1 2023
|
Nwi Management LP
New York, NY |
BUY
|
- |
31KNew |
$960K - $1.15M
|
31K
$1.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
30.7K+ 14.14% |
$953K - $1.14M
|
248K
$12.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
30.7K+ 17.8% |
$950K - $1.13M
|
203K
$10.1M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
30.3KNew |
$937K - $1.12M
|
30.3K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
29.4KNew |
$911K - $1.09M
|
29.4K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29K+ 7.84% |
$897K - $1.07M
|
399K
$19.9M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
28.4K+ 13.31% |
$879K - $1.05M
|
241K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
28.4K+ 65.64% |
$879K - $1.05M
|
71.6K
$3.56M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
28.2K+ 6.05% |
$872K - $1.04M
|
493K
$24.6M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
27.9K+ 22.25% |
$864K - $1.03M
|
153K
$7.63M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
27.5K+ 131.65% |
$852K - $1.02M
|
48.4K
$2.41M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
27.1K+ 337.46% |
$839K - $1M
|
35.1K
$1.75M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
26.5KNew |
$822K - $981K
|
26.5K
$1.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
26.3K+ 59.79% |
$813K - $972K
|
70.2K
$3.49M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
26.2KNew |
$811K - $969K
|
26.2K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
25.9KNew |
$803K - $960K
|
25.9K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
25.6K+ 26.36% |
$793K - $948K
|
123K
$6.11M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.6K+ 8.06% |
$792K - $946K
|
343K
$17.1M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
25.5KNew |
$789K - $942K
|
25.5K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
25.2K+ 25.73% |
$779K - $931K
|
123K
$6.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
24.8KNew |
$770K - $919K
|
24.8K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
24.7KNew |
$765K - $913K
|
24.7K
$1.23M
|