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 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
4.11K
+ 3.32%
$127K - $152K
128K $6.36M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
4.1K
+ 6.94%
$127K - $152K
63.2K $3.15M
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
4K
New
$124K - $148K
4K $199K
Apr 13, 2023 Q1 2023
Hms Capital Management, LLC

BUY
 -
3.97K
+ 39.12%
$123K - $147K
14.1K $703K
Nov 27, 2023 Q1 2023
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
3.94K
New
$122K - $146K
3.94K $196K
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
3.9K
+ 16.53%
$121K - $144K
27.5K $1.37M
May 11, 2023 Q1 2023
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
3.9K
+ 26.4%
$121K - $144K
18.7K $929K
Apr 25, 2023 Q1 2023
Solitude Financial Services

BUY
 -
3.89K
+ 10.41%
$120K - $144K
41.2K $2.05M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
3.8K
+ 10.32%
$118K - $141K
40.6K $2.02M
May 03, 2023 Q1 2023
Florin Court Capital LLP

BUY
 -
3.8K
+ 18.91%
$118K - $141K
23.9K $1.19M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
3.74K
+ 10.29%
$116K - $138K
40.1K $2M
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
3.72K
+ 22.69%
$115K - $138K
20.1K $1M
Apr 25, 2023 Q1 2023
First Merchants Corp

BUY
 -
3.7K
+ 3.39%
$115K - $137K
113K $5.62M
May 18, 2023 Q1 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
3.56K
+ 12.25%
$110K - $132K
32.7K $1.63M
May 05, 2023 Q1 2023
Costello Asset Management, Inc

BUY
 -
3.54K
+ 68.55%
$110K - $131K
8.69K $433K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
3.48K
+ 17.54%
$108K - $129K
23.3K $1.16M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
3.37K
+ 6.72%
$104K - $125K
53.5K $2.66M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
3.37K
+ 1.04%
$104K - $125K
328K $16.3M
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
3.36K
+ 541.29%
$104K - $124K
3.98K $198K
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
3.35K
+ 14.38%
$104K - $124K
26.6K $1.33M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3.33K
New
$103K - $123K
3.33K $166K
May 08, 2023 Q1 2023
Allie Family Office LLC

BUY
 -
3.33K
+ 25.49%
$103K - $123K
16.4K $815K
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
3.31K
+ 44.01%
$103K - $123K
10.8K $540K
Apr 24, 2023 Q1 2023
Westbourne Investment Advisors, Inc.

BUY
 -
3.26K
+ 26.42%
$101K - $121K
15.6K $777K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
3.15K
+ 3.61%
$97.7K - $117K
90.6K $4.51M
Apr 28, 2023 Q1 2023
Janney Capital Management LLC

BUY
 -
3.14K
+ 15.86%
$97.4K - $116K
23K $1.14M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
3.08K
+ 48.11%
$95.5K - $114K
9.49K $473K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
3.04K
+ 1.89%
$94.2K - $113K
164K $8.17M
Apr 28, 2023 Q1 2023
Aj Wealth Strategies, LLC

BUY
 -
3.04K
+ 18.34%
$94.1K - $112K
19.6K $977K
May 05, 2023 Q1 2023
Hoyle Cohen, LLC

BUY
 -
3.04K
+ 7.82%
$94.1K - $112K
41.9K $2.09M
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
3.03K
+ 8.88%
$93.8K - $112K
37.1K $1.85M
May 09, 2023 Q1 2023
Nelson Capital Management, LLC

BUY
 -
2.93K
+ 7.08%
$90.7K - $108K
44.3K $2.2M
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
2.89K
+ 16.46%
$89.5K - $107K
20.4K $1.02M
Apr 24, 2023 Q1 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
2.83K
+ 0.66%
$87.5K - $105K
431K $21.5M
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
2.71K
+ 37.95%
$84K - $100K
9.85K $491K
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
2.71K
+ 16.16%
$83.8K - $100K
19.4K $968K
May 02, 2023 Q1 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
2.68K
+ 2.02%
$83.1K - $99.2K
136K $6.75M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.67K
+ 42.16%
$82.6K - $98.6K
8.99K $448K
May 02, 2023 Q1 2023
Nbt Bank N A

BUY
 -
2.59K
+ 8.21%
$80.3K - $95.9K
34.2K $1.7M
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
2.58K
+ 7.44%
$79.9K - $95.5K
37.3K $1.86M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
2.57K
+ 3.14%
$79.7K - $95.2K
84.4K $4.2M
Apr 25, 2023 Q1 2023
Xcel Wealth Management, LLC

BUY
 -
2.57K
+ 10.99%
$79.6K - $95K
25.9K $1.29M
May 15, 2023 Q1 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
2.56K
+ 11.99%
$79.2K - $94.6K
23.9K $1.19M
May 09, 2023 Q1 2023
Martin & CO Inc

Knoxville, TN
BUY
 -
2.53K
+ 2.41%
$78.2K - $93.4K
107K $5.34M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.47K
+ 11.61%
$76.6K - $91.4K
23.8K $1.18M
Apr 12, 2023 Q1 2023
Contravisory Investment Management, Inc.

BUY
 -
2.44K
+ 11.59%
$75.7K - $90.4K
23.5K $1.17M
May 10, 2024 Q1 2023
V2 Financial Group LLC

Naperville, IL
BUY
 -
2.39K
+ 11.72%
$73.9K - $88.3K
22.7K $1.13M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
2.37K
+ 30.85%
$73.4K - $87.7K
10K $500K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.32K
+ 352.43%
$71.8K - $85.8K
2.98K $148K

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