Purchases and Sales Made in Q4 2022 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.96K+ 17.49% |
$120K - $144K
|
26.6K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
3.92K+ 8.72% |
$119K - $142K
|
48.8K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.86K+ 10.18% |
$117K - $140K
|
41.8K
$2.05M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
3.85K+ 3.66% |
$117K - $140K
|
109K
$5.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
3.77K+ 8.76% |
$114K - $137K
|
46.8K
$2.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
3.73K+ 29.13% |
$113K - $135K
|
16.5K
$809K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.7K+ 20.01% |
$112K - $134K
|
22.2K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
3.6K+ 19.12% |
$109K - $131K
|
22.4K
$1.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.55KNew |
$108K - $129K
|
3.55K
$174K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.51K+ 35.81% |
$106K - $128K
|
13.3K
$652K
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
3.47K+ 2.58% |
$105K - $126K
|
138K
$6.76M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.39K+ 14.11% |
$103K - $123K
|
27.4K
$1.34M
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.25K+ 3.12% |
$98.4K - $118K
|
108K
$5.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.15K+ 10.83% |
$95.4K - $114K
|
32.2K
$1.58M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
3.12K+ 23.26% |
$94.4K - $113K
|
16.5K
$809K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.04K+ 1.09% |
$92K - $110K
|
281K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.01K+ 4.5% |
$91.2K - $109K
|
69.9K
$3.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3K+ 10.03% |
$90.9K - $109K
|
32.9K
$1.61M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3K+ 3222.58% |
$90.8K - $109K
|
3.09K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.98KNew |
$90.4K - $108K
|
2.98K
$146K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.96KNew |
$89.6K - $107K
|
2.96K
$145K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.94K+ 7.38% |
$89K - $107K
|
42.7K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.91K+ 16.8% |
$88.2K - $106K
|
20.3K
$992K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.89K+ 20.29% |
$87.6K - $105K
|
17.1K
$840K
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2.89K+ 3.05% |
$87.4K - $105K
|
97.6K
$4.78M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.88KNew |
$87.2K - $105K
|
2.88K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.82K+ 22.18% |
$85.5K - $103K
|
15.6K
$762K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.8K+ 41.58% |
$84.7K - $102K
|
9.52K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.78K+ 7.15% |
$84.1K - $101K
|
41.6K
$2.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.78K+ 26.0% |
$84.1K - $101K
|
13.5K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.77K+ 4.4% |
$84K - $101K
|
65.9K
$3.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.67K+ 4.88% |
$80.9K - $96.9K
|
57.4K
$2.81M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.66K+ 7.05% |
$80.5K - $96.5K
|
40.3K
$1.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
2.65K+ 1.36% |
$80.1K - $96.1K
|
197K
$9.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.61KNew |
$78.9K - $94.6K
|
2.61K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.59K+ 36.41% |
$78.5K - $94.1K
|
9.71K
$476K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.59K+ 58.75% |
$78.4K - $94K
|
6.99K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.58K+ 7.1% |
$78K - $93.5K
|
38.9K
$1.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.57K+ 5.54% |
$77.9K - $93.4K
|
49K
$2.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.57K+ 2.52% |
$77.9K - $93.4K
|
105K
$5.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.46K+ 5.0% |
$74.4K - $89.1K
|
51.6K
$2.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.4KNew |
$72.7K - $87.1K
|
2.4K
$118K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
2.39K+ 2.8% |
$72.3K - $86.6K
|
87.5K
$4.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.35K+ 12.18% |
$71K - $85.1K
|
21.6K
$1.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.34K+ 15.45% |
$71K - $85.1K
|
17.5K
$858K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.3KNew |
$69.6K - $83.4K
|
2.3K
$113K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.3K+ 3.38% |
$69.5K - $83.4K
|
70.3K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.28K+ 248.53% |
$69.2K - $82.9K
|
3.2K
$157K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.24K+ 11.88% |
$67.8K - $81.3K
|
21.1K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.24K+ 11.79% |
$67.8K - $81.2K
|
21.2K
$1.04M
|