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 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
1.19K+ 6.31% |
$35.9K - $43.1K
|
20K
$981K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.16K+ 7.79% |
$35.2K - $42.2K
|
16.1K
$789K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
1.15K+ 0.18% |
$34.9K - $41.8K
|
639K
$31.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 5.63% |
$34.2K - $41K
|
21.2K
$1.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.11K+ 1.81% |
$33.6K - $40.3K
|
62.4K
$3.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.1K+ 14.46% |
$33.3K - $39.9K
|
8.71K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.1K+ 266.91% |
$33.2K - $39.8K
|
1.51K
$74.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
1.07K+ 3.15% |
$32.3K - $38.7K
|
34.9K
$1.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1KNew |
$30.3K - $36.3K
|
1K
$49.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1K+ 8.79% |
$30.3K - $36.3K
|
12.4K
$608K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
984New |
$29.8K - $35.7K
|
984
$48.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
974New |
$29.5K - $35.4K
|
974
$47.8K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
937+ 0.93% |
$28.4K - $34K
|
102K
$5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
913+ 1.82% |
$27.7K - $33.2K
|
51K
$2.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
906+ 1.58% |
$27.4K - $32.9K
|
58.4K
$2.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
902+ 10.23% |
$27.3K - $32.8K
|
9.72K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
899+ 4.27% |
$27.2K - $32.6K
|
21.9K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
892+ 1.32% |
$27K - $32.4K
|
68.4K
$3.36M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
891New |
$27K - $32.4K
|
891
$43.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
855New |
$25.9K - $31K
|
855
$42K
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
826+ 0.63% |
$25K - $30K
|
133K
$6.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
815+ 10.71% |
$24.7K - $29.6K
|
8.43K
$414K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
762+ 3.99% |
$23.1K - $27.7K
|
19.9K
$976K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
747+ 2.19% |
$22.6K - $27.1K
|
34.9K
$1.71M
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
735+ 2.67% |
$22.3K - $26.7K
|
28.2K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
732+ 11.13% |
$22.2K - $26.6K
|
7.31K
$359K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
718+ 9.96% |
$21.7K - $26.1K
|
7.93K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
708New |
$21.4K - $25.7K
|
708
$34.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
700+ 0.97% |
$21.2K - $25.4K
|
73K
$3.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
695+ 1.97% |
$21.1K - $25.2K
|
35.9K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
693+ 7.34% |
$21K - $25.2K
|
10.1K
$498K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
683New |
$20.7K - $24.8K
|
683
$33.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
680+ 0.56% |
$20.6K - $24.7K
|
122K
$6.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
646+ 0.95% |
$19.6K - $23.5K
|
68.5K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
646+ 9.17% |
$19.6K - $23.5K
|
7.69K
$378K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
641+ 4.9% |
$19.4K - $23.3K
|
13.7K
$674K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
641+ 4.69% |
$19.4K - $23.3K
|
14.3K
$702K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
636+ 1.39% |
$19.3K - $23.1K
|
46.5K
$2.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
625+ 35.11% |
$18.9K - $22.7K
|
2.41K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
623New |
$18.9K - $22.6K
|
623
$30.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
605+ 1.49% |
$18.3K - $22K
|
41.3K
$2.03M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
597+ 5.37% |
$18.1K - $21.7K
|
11.7K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
592+ 1.71% |
$17.9K - $21.5K
|
35.3K
$1.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
576+ 3.79% |
$17.4K - $20.9K
|
15.8K
$775K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
571+ 1.54% |
$17.3K - $20.7K
|
37.7K
$1.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
565New |
$17.1K - $20.5K
|
565
$27.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
563+ 0.65% |
$17.1K - $20.4K
|
87.7K
$4.31M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
531+ 0.48% |
$16.1K - $19.3K
|
111K
$5.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
524+ 1.8% |
$15.9K - $19K
|
29.6K
$1.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
518+ 1.18% |
$15.7K - $18.8K
|
44.2K
$2.17M
|