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 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
237KNew |
$7.19M - $8.62M
|
237K
$11.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
214K+ 9.15% |
$6.49M - $7.77M
|
2.56M
$125M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
209K+ 64.04% |
$6.33M - $7.58M
|
535K
$26.2M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
206KNew |
$6.24M - $7.47M
|
206K
$10.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
191K+ 182.75% |
$5.8M - $6.95M
|
296K
$14.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
191KNew |
$5.79M - $6.94M
|
191K
$9.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
180K+ 40.97% |
$5.44M - $6.52M
|
618K
$30.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
173K+ 4.15% |
$5.23M - $6.27M
|
4.33M
$212M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
172KNew |
$5.22M - $6.26M
|
172K
$8.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
168K+ 557.06% |
$5.08M - $6.09M
|
198K
$9.68M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
166K+ 28.29% |
$5.03M - $6.04M
|
754K
$36.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
164KNew |
$4.98M - $5.97M
|
164K
$8.05M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
163KNew |
$4.95M - $5.93M
|
163K
$8M
|
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
162K+ 174.22% |
$4.91M - $5.89M
|
255K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
162KNew |
$4.91M - $5.88M
|
162K
$7.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
162K+ 344.98% |
$4.9M - $5.87M
|
209K
$10.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
150KNew |
$4.53M - $5.43M
|
150K
$7.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
145KNew |
$4.39M - $5.27M
|
145K
$7.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
144K+ 126.4% |
$4.38M - $5.25M
|
259K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
142K+ 10.53% |
$4.29M - $5.14M
|
1.49M
$72.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
BUY
|
- |
139KNew |
$4.21M - $5.04M
|
139K
$6.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
139K+ 710.02% |
$4.2M - $5.03M
|
158K
$7.75M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
137K+ 156.8% |
$4.16M - $4.98M
|
225K
$11M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
134K+ 164.14% |
$4.07M - $4.88M
|
216K
$10.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
133KNew |
$4.03M - $4.83M
|
133K
$6.52M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
131K+ 561.34% |
$3.98M - $4.77M
|
155K
$7.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
130KNew |
$3.95M - $4.73M
|
130K
$6.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
129K+ 558.83% |
$3.92M - $4.7M
|
153K
$7.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
127K+ 127.29% |
$3.84M - $4.6M
|
226K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
123K+ 112.92% |
$3.72M - $4.46M
|
232K
$11.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
123K+ 136337.78% |
$3.72M - $4.46M
|
123K
$6.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
122KNew |
$3.69M - $4.42M
|
122K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
122K+ 0.0% |
$3.69M - $4.42M
|
122K
$5.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
118K+ 120.87% |
$3.57M - $4.28M
|
215K
$10.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
117K+ 3294.35% |
$3.55M - $4.25M
|
121K
$5.91M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
116KNew |
$3.51M - $4.21M
|
116K
$5.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
115K+ 36.28% |
$3.47M - $4.16M
|
430K
$21.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
114K+ 37.66% |
$3.46M - $4.15M
|
418K
$20.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
113K+ 70.08% |
$3.44M - $4.12M
|
275K
$13.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
113K+ 52.57% |
$3.42M - $4.1M
|
327K
$16M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
111K+ 708.99% |
$3.37M - $4.04M
|
127K
$6.21M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
110K+ 5.53% |
$3.34M - $4M
|
2.1M
$103M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
BUY
|
- |
107K+ 1.32% |
$3.25M - $3.9M
|
8.23M
$403M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
106K+ 14.98% |
$3.2M - $3.83M
|
810K
$39.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
105K+ 39.89% |
$3.19M - $3.82M
|
369K
$18.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
100KNew |
$3.03M - $3.63M
|
100K
$4.9M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
99KNew |
$3M - $3.59M
|
99K
$4.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
97.2KNew |
$2.94M - $3.53M
|
97.2K
$4.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
95.4KNew |
$2.89M - $3.46M
|
95.4K
$4.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
95K+ 7161.46% |
$2.88M - $3.45M
|
96.3K
$4.72M
|