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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.09K+ 1.24% |
$63.4K - $76K
|
171K
$8.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.05K+ 6.52% |
$62K - $74.3K
|
33.4K
$1.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.01K+ 9.02% |
$60.8K - $72.9K
|
24.3K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2KNew |
$60.6K - $72.6K
|
2K
$98.2K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2KNew |
$60.6K - $72.6K
|
2K
$98.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.98K+ 13.25% |
$59.9K - $71.7K
|
16.9K
$830K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.98K+ 13.25% |
$59.9K - $71.7K
|
16.9K
$830K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.95K+ 11.19% |
$59.1K - $70.9K
|
19.4K
$953K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
1.92K+ 22.44% |
$58.1K - $69.6K
|
10.5K
$514K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.91K+ 13.55% |
$57.7K - $69.2K
|
16K
$784K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.9K+ 2.91% |
$57.7K - $69.1K
|
67.4K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.88K+ 3.66% |
$57.1K - $68.4K
|
53.4K
$2.62M
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.88K+ 9.57% |
$56.8K - $68.1K
|
21.5K
$1.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.83K+ 12.42% |
$55.4K - $66.4K
|
16.6K
$814K
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.83K+ 2.99% |
$55.4K - $66.4K
|
62.9K
$3.09M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.8KNew |
$54.5K - $65.4K
|
1.8K
$88.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$54.2K - $64.9K
|
1.79K
$87.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.77K+ 1.82% |
$53.6K - $64.3K
|
99.3K
$4.87M
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.76K+ 6.55% |
$53.3K - $63.9K
|
28.6K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.76K+ 19.17% |
$53.2K - $63.8K
|
10.9K
$536K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.7K+ 23.59% |
$51.6K - $61.8K
|
8.92K
$438K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.7K+ 38.31% |
$51.5K - $61.7K
|
6.14K
$301K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.69KNew |
$51.3K - $61.4K
|
1.69K
$83.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.66K+ 15.48% |
$50.2K - $60.1K
|
12.4K
$607K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
1.64K+ 6.48% |
$49.6K - $59.4K
|
26.9K
$1.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
1.62K+ 0.88% |
$49.2K - $58.9K
|
187K
$9.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.62K+ 56.06% |
$49.1K - $58.8K
|
4.51K
$221K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.61K+ 1.92% |
$48.7K - $58.4K
|
85.3K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.55KNew |
$46.9K - $56.2K
|
1.55K
$76K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.52K+ 20.79% |
$46.2K - $55.3K
|
8.85K
$435K
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.52K+ 8.59% |
$46K - $55.1K
|
19.2K
$942K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.51K+ 10.8% |
$45.7K - $54.8K
|
15.5K
$760K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
1.5K+ 2.67% |
$45.4K - $54.5K
|
57.7K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 42.08% |
$45.4K - $54.5K
|
5.07K
$249K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
1.47K+ 13.9% |
$44.4K - $53.3K
|
12K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$43.4K - $52K
|
1.43K
$70.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.42K+ 2.06% |
$43.1K - $51.6K
|
70.5K
$3.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.42K+ 21.36% |
$43K - $51.5K
|
8.06K
$396K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.42K+ 3.63% |
$42.9K - $51.5K
|
40.5K
$1.99M
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
1.36K+ 1.69% |
$41.2K - $49.4K
|
81.8K
$4.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1.34K+ 12.43% |
$40.7K - $48.8K
|
12.1K
$597K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 3.35% |
$40.5K - $48.6K
|
41.2K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.34KNew |
$40.5K - $48.5K
|
1.34K
$65.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.33K+ 0.19% |
$40.2K - $48.1K
|
698K
$34.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.3K+ 11.5% |
$39.4K - $47.2K
|
12.6K
$619K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.29KNew |
$39.1K - $46.9K
|
1.29K
$63.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.28K+ 12.21% |
$38.9K - $46.6K
|
11.8K
$579K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.26K+ 2.42% |
$38.1K - $45.7K
|
53.3K
$2.62M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
1.25K+ 2.62% |
$38K - $45.5K
|
49.1K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.23KNew |
$37.2K - $44.6K
|
1.23K
$60.3K
|