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 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.55K+ 16.74% |
$234K - $279K
|
52.6K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.48K+ 12.74% |
$232K - $277K
|
66.2K
$3.34M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.38K+ 34.85% |
$229K - $273K
|
28.5K
$1.44M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
7.26K+ 2.57% |
$225K - $269K
|
290K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.18KNew |
$222K - $266K
|
7.18K
$362K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7.12K+ 9.04% |
$221K - $264K
|
85.9K
$4.33M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
7.11KNew |
$220K - $263K
|
7.11K
$359K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
7.01KNew |
$217K - $259K
|
7.01K
$354K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.88KNew |
$213K - $254K
|
6.88K
$347K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.83K+ 47.75% |
$212K - $253K
|
21.1K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.82K+ 13.23% |
$211K - $252K
|
58.4K
$2.95M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.67K+ 19.78% |
$207K - $247K
|
40.4K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6.57KNew |
$204K - $243K
|
6.57K
$332K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.54KNew |
$203K - $242K
|
6.54K
$330K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
6.54K+ 3.82% |
$202K - $242K
|
178K
$8.96M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.47KNew |
$200K - $239K
|
6.47K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.45K+ 97.05% |
$200K - $239K
|
13.1K
$661K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.37K+ 32.11% |
$197K - $236K
|
26.2K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.33K+ 18.8% |
$196K - $234K
|
40K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.3K+ 37.3% |
$195K - $233K
|
23.2K
$1.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.27KNew |
$194K - $232K
|
6.27K
$316K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.22K+ 24.15% |
$193K - $230K
|
32K
$1.61M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
6.12K+ 10.5% |
$190K - $227K
|
64.5K
$3.25M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
6.11K+ 14.88% |
$189K - $226K
|
47.2K
$2.38M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
5.84K+ 10.36% |
$181K - $216K
|
62.2K
$3.14M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5.64K+ 117.24% |
$175K - $209K
|
10.4K
$527K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
5.53K+ 30.1% |
$171K - $204K
|
23.9K
$1.21M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
5.46K+ 10.84% |
$169K - $202K
|
55.8K
$2.82M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.32K+ 5.91% |
$165K - $197K
|
95.4K
$4.81M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
5.28K+ 3.83% |
$164K - $195K
|
143K
$7.22M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.18K+ 0.15% |
$160K - $191K
|
3.46M
$174M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.16K+ 10.51% |
$160K - $191K
|
54.2K
$2.73M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.15K+ 9.57% |
$159K - $190K
|
58.9K
$2.97M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.14K+ 76.97% |
$159K - $190K
|
11.8K
$597K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
5K+ 48.63% |
$155K - $185K
|
15.3K
$771K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.94K+ 1.76% |
$153K - $183K
|
286K
$14.4M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.86KNew |
$150K - $180K
|
4.86K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
4.79K+ 13.21% |
$148K - $177K
|
41.1K
$2.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
4.79K+ 8.58% |
$148K - $177K
|
60.6K
$3.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.79K+ 46.53% |
$148K - $177K
|
15.1K
$761K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.6K+ 46.59% |
$142K - $170K
|
14.5K
$730K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.52K+ 34.87% |
$140K - $167K
|
17.5K
$882K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
4.47KNew |
$139K - $166K
|
4.47K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
4.47K+ 11.62% |
$138K - $165K
|
42.9K
$2.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
4.47K+ 4.06% |
$138K - $165K
|
115K
$5.78M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.44KNew |
$137K - $164K
|
4.44K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
4.37K+ 21.83% |
$135K - $162K
|
24.4K
$1.23M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.35K+ 10.93% |
$135K - $161K
|
44.2K
$2.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.34K+ 15.4% |
$134K - $160K
|
32.5K
$1.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.18K+ 12.41% |
$129K - $154K
|
37.8K
$1.91M
|