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 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.32KNew |
$71.8K - $85.7K
|
2.32K
$117K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.3K+ 0.71% |
$71.2K - $85K
|
328K
$16.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
2.27K+ 5.52% |
$70.4K - $84.1K
|
43.4K
$2.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.26K+ 74.2% |
$70K - $83.5K
|
5.3K
$267K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.25K+ 4.92% |
$69.8K - $83.3K
|
48K
$2.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.24K+ 1.72% |
$69.4K - $82.9K
|
132K
$6.68M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.23K+ 3.49% |
$69.1K - $82.5K
|
66.2K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 0.82% |
$67.4K - $80.5K
|
266K
$13.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.13K+ 2.92% |
$66K - $78.9K
|
75.1K
$3.79M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2.12K+ 8.9% |
$65.7K - $78.5K
|
26K
$1.31M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.12KNew |
$65.7K - $78.5K
|
2.12K
$107K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.03K+ 6.87% |
$63K - $75.3K
|
31.6K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.02K+ 5.15% |
$62.6K - $74.8K
|
41.3K
$2.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.02K+ 22.93% |
$62.5K - $74.7K
|
10.8K
$546K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2K+ 2.74% |
$62K - $74K
|
74.9K
$3.78M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.98KNew |
$61.4K - $73.3K
|
1.98K
$99.9K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 19.57% |
$60.6K - $72.3K
|
11.9K
$603K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.94KNew |
$60.1K - $71.8K
|
1.94K
$97.9K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.92K+ 17.34% |
$59.5K - $71.1K
|
13K
$656K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.9K+ 15.35% |
$58.9K - $70.3K
|
14.3K
$720K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.86K+ 23.87% |
$57.7K - $68.9K
|
9.66K
$487K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.85K+ 13.55% |
$57.3K - $68.5K
|
15.5K
$783K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.85K+ 11.98% |
$57.2K - $68.3K
|
17.3K
$871K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.83K+ 15.55% |
$56.8K - $67.9K
|
13.6K
$687K
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.83K+ 6.89% |
$56.7K - $67.7K
|
28.4K
$1.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
1.8K+ 6.67% |
$55.6K - $66.4K
|
28.7K
$1.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.69K+ 17.29% |
$52.4K - $62.5K
|
11.5K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.66K+ 23.47% |
$51.5K - $61.5K
|
8.74K
$441K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.66KNew |
$51.5K - $61.5K
|
1.66K
$83.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.66K+ 20.98% |
$51.5K - $61.5K
|
9.58K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.66K+ 4.05% |
$51.5K - $61.5K
|
42.7K
$2.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.65K+ 4.75% |
$51.1K - $61K
|
36.3K
$1.83M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.63K+ 7.46% |
$50.4K - $60.2K
|
23.4K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.62K+ 1.24% |
$50.1K - $59.9K
|
132K
$6.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.6K+ 1.6% |
$49.6K - $59.2K
|
102K
$5.12M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.6K+ 23.56% |
$49.5K - $59.2K
|
8.39K
$423K
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.59K+ 24.36% |
$49.1K - $58.6K
|
8.09K
$408K
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.59K+ 2.52% |
$49.1K - $58.6K
|
64.5K
$3.26M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.5K+ 2.62% |
$46.6K - $55.6K
|
58.9K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.49K+ 6.12% |
$46.1K - $55K
|
25.8K
$1.3M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 0.87% |
$46K - $55K
|
172K
$8.66M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.47K+ 2.43% |
$45.4K - $54.3K
|
62K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.46K+ 289.84% |
$45.1K - $53.8K
|
1.96K
$98.7K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.45K+ 12.09% |
$45K - $53.8K
|
13.5K
$680K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.45KNew |
$45K - $53.7K
|
1.45K
$73.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.45K+ 13.89% |
$45K - $53.7K
|
11.9K
$600K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.45K+ 2.72% |
$44.9K - $53.7K
|
54.8K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.45K+ 9.07% |
$44.9K - $53.6K
|
17.4K
$879K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.45K+ 8.76% |
$44.8K - $53.5K
|
18K
$906K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.44K+ 3.25% |
$44.5K - $53.1K
|
45.6K
$2.3M
|