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
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-572- 8.15% |
$17.3K - $20.8K
|
6.45K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-578- 0.35% |
$17.5K - $21K
|
164K
$7.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-579- 0.77% |
$17.5K - $21K
|
74.7K
$3.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-587- 0.14% |
$17.8K - $21.3K
|
428K
$20.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-593- 13.14% |
$18K - $21.5K
|
3.92K
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-593- 1.33% |
$18K - $21.5K
|
43.9K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-600- 4.86% |
$18.2K - $21.8K
|
11.7K
$572K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-608- 3.15% |
$18.4K - $22.1K
|
18.7K
$910K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-609- 0.87% |
$18.4K - $22.1K
|
69.4K
$3.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-627- 0.63% |
$19K - $22.8K
|
98.4K
$4.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-638- 1.0% |
$19.3K - $23.2K
|
63K
$3.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-647- 2.55% |
$19.6K - $23.5K
|
24.7K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-657- 1.29% |
$19.9K - $23.9K
|
50.4K
$2.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-662- 2.04% |
$20.1K - $24K
|
31.7K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-667- 0.71% |
$20.2K - $24.2K
|
93.9K
$4.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-668- 0.25% |
$20.2K - $24.3K
|
268K
$13.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-673- 18.11% |
$20.4K - $24.4K
|
3.04K
$148K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-674- 0.99% |
$20.4K - $24.5K
|
67.3K
$3.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-688- 0.44% |
$20.8K - $25K
|
155K
$7.57M
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-700- 9.09% |
$21.2K - $25.4K
|
7K
$341K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-740- 1.16% |
$22.4K - $26.9K
|
62.9K
$3.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-754- 2.3% |
$22.8K - $27.4K
|
32.1K
$1.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-762- 1.64% |
$23.1K - $27.7K
|
45.8K
$2.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-764- 4.72% |
$23.1K - $27.7K
|
15.4K
$752K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-766- 7.93% |
$23.2K - $27.8K
|
8.9K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-770- 10.35% |
$23.3K - $28K
|
6.67K
$325K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-785- 1.98% |
$23.8K - $28.5K
|
39K
$1.9M
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-800- 7.59% |
$24.2K - $29K
|
9.74K
$475K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-801- 11.66% |
$24.3K - $29.1K
|
6.07K
$296K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-810- 8.39% |
$24.5K - $29.4K
|
8.84K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-825- 2.87% |
$25K - $30K
|
27.9K
$1.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-831- 55.81% |
$25.2K - $30.2K
|
658
$32.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-852- 53.82% |
$25.8K - $30.9K
|
731
$35.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-857- 2.63% |
$26K - $31.1K
|
31.7K
$1.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-875- 4.44% |
$26.5K - $31.8K
|
18.8K
$919K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-911- 0.83% |
$27.6K - $33.1K
|
109K
$5.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-923- 4.44% |
$28K - $33.5K
|
19.9K
$969K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-938- 2.44% |
$28.4K - $34.1K
|
37.6K
$1.83M
|
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-968- 21.64% |
$29.3K - $35.1K
|
3.51K
$171K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-975- 6.07% |
$29.5K - $35.4K
|
15.1K
$736K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-979- 10.06% |
$29.7K - $35.5K
|
8.75K
$427K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-988- 9.29% |
$29.9K - $35.9K
|
9.65K
$470K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-989- 12.62% |
$30K - $35.9K
|
6.85K
$334K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1K- 6.18% |
$30.3K - $36.3K
|
15.2K
$740K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1K- 0.29% |
$30.3K - $36.3K
|
340K
$16.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.04K- 52.86% |
$31.6K - $37.9K
|
930
$45.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.05K- 11.09% |
$31.7K - $38K
|
8.39K
$409K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.05K- 14.48% |
$31.8K - $38.1K
|
6.2K
$302K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.07K- 8.88% |
$32.5K - $39K
|
11K
$537K
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-1.08K- 0.67% |
$32.7K - $39.1K
|
159K
$7.75M
|