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 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-240- 2.28% |
$7.27K - $8.71K
|
10.3K
$501K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-241- 0.85% |
$7.3K - $8.75K
|
28.1K
$1.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-245- 1.93% |
$7.42K - $8.9K
|
12.5K
$608K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-257- 2.25% |
$7.78K - $9.33K
|
11.2K
$544K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-261- 2.96% |
$7.91K - $9.48K
|
8.55K
$417K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-279- 2.29% |
$8.45K - $10.1K
|
11.9K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-280- 13.05% |
$8.48K - $10.2K
|
1.87K
$90.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-287- 2.4% |
$8.69K - $10.4K
|
11.7K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-293- 10.45% |
$8.87K - $10.6K
|
2.51K
$122K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-300- 3.22% |
$9.09K - $10.9K
|
9.01K
$439K
|
|
|
Feb 01, 2023
Q4 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-300- 0.51% |
$9.09K - $10.9K
|
58.2K
$2.84M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-300- 3.37% |
$9.09K - $10.9K
|
8.61K
$420K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-300- 2.1% |
$9.09K - $10.9K
|
14K
$683K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-302- 1.55% |
$9.15K - $11K
|
19.1K
$933K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-325- 1.97% |
$9.84K - $11.8K
|
16.1K
$787K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-332- 1.8% |
$10.1K - $12.1K
|
18.1K
$881K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-333- 1.14% |
$10.1K - $12.1K
|
28.8K
$1.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-339- 0.7% |
$10.3K - $12.3K
|
48K
$2.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-360- 28.94% |
$10.9K - $13.1K
|
884
$43.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-362- 1.67% |
$11K - $13.1K
|
21.3K
$1.04M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-394- 1.73% |
$11.9K - $14.3K
|
22.4K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-400- 2.03% |
$12.1K - $14.5K
|
19.3K
$943K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-419- 6.26% |
$12.7K - $15.2K
|
6.28K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-428- 5.32% |
$13K - $15.5K
|
7.62K
$372K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-445- 17.46% |
$13.5K - $16.2K
|
2.1K
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-448- 4.95% |
$13.6K - $16.3K
|
8.61K
$419K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-456- 5.38% |
$13.8K - $16.6K
|
8.02K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-459- 1.1% |
$13.9K - $16.7K
|
41.1K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-464- 11.62% |
$14.1K - $16.8K
|
3.53K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-465- 2.64% |
$14.1K - $16.9K
|
17.1K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-471- 74.64% |
$14.3K - $17.1K
|
160
$7.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-477- 6.46% |
$14.4K - $17.3K
|
6.9K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-484- 0.76% |
$14.7K - $17.6K
|
62.9K
$3.07M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-488- 1.41% |
$14.8K - $17.7K
|
34.1K
$1.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-499- 6.18% |
$15.1K - $18.1K
|
7.58K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-522- 2.38% |
$15.8K - $19K
|
21.4K
$1.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-523- 3.96% |
$15.8K - $19K
|
12.7K
$619K
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-524- 5.71% |
$15.9K - $19K
|
8.66K
$422K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-527- 2.0% |
$16K - $19.1K
|
25.9K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-529- 4.22% |
$16K - $19.2K
|
12K
$586K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-529- 0.88% |
$16K - $19.2K
|
59.6K
$2.91M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-529- 4.22% |
$16K - $19.2K
|
12K
$586K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-531- 1.25% |
$16.1K - $19.3K
|
41.9K
$2.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-535- 1.62% |
$16.2K - $19.4K
|
32.4K
$1.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-542- 0.36% |
$16.4K - $19.7K
|
148K
$7.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-542- 3.01% |
$16.4K - $19.7K
|
17.5K
$851K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-550- 1.21% |
$16.7K - $20K
|
44.8K
$2.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-550- 7.26% |
$16.7K - $20K
|
7.02K
$342K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-557- 2.41% |
$16.9K - $20.2K
|
22.6K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-568- 4.42% |
$17.2K - $20.6K
|
12.3K
$598K
|