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 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-1.09K- 4.37% |
$33K - $39.6K
|
23.9K
$1.16M
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.1K- 3.87% |
$33.2K - $39.8K
|
27.2K
$1.33M
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.1K- 4.42% |
$33.3K - $39.9K
|
23.8K
$1.16M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.14K- 14.73% |
$34.7K - $41.5K
|
6.62K
$323K
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.15K- 6.48% |
$34.8K - $41.8K
|
16.6K
$808K
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-1.15K- 16.07% |
$35K - $41.9K
|
6.03K
$294K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.16K- 3.56% |
$35.2K - $42.2K
|
31.5K
$1.53M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.17K- 4.1% |
$35.5K - $42.6K
|
27.4K
$1.34M
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.18K- 5.63% |
$35.7K - $42.8K
|
19.8K
$963K
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.2K- 7.8% |
$36.3K - $43.5K
|
14.2K
$691K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.22K- 10.17% |
$37.1K - $44.4K
|
10.8K
$527K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.23K- 1.94% |
$37.3K - $44.8K
|
62.4K
$3.04M
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.23K- 11.65% |
$37.4K - $44.8K
|
9.36K
$456K
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.24K- 2.81% |
$37.5K - $45K
|
42.8K
$2.09M
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-1.24K- 5.9% |
$37.7K - $45.2K
|
19.8K
$966K
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 7.38% |
$38.5K - $46.2K
|
15.9K
$777K
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.27K- 12.09% |
$38.6K - $46.3K
|
9.27K
$452K
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-1.28K- 2.45% |
$38.7K - $46.4K
|
51K
$2.49M
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.29K- 17.82% |
$39.1K - $46.8K
|
5.95K
$290K
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-1.3K- 14.36% |
$39.4K - $47.2K
|
7.75K
$378K
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.3K- 8.53% |
$39.4K - $47.2K
|
13.9K
$680K
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 9.28% |
$39.8K - $47.7K
|
12.9K
$627K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.32K- 5.94% |
$40K - $47.9K
|
20.9K
$1.02M
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.35K- 6.45% |
$40.9K - $49K
|
19.6K
$955K
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.36K- 13.28% |
$41.2K - $49.3K
|
8.88K
$433K
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.37K- 2.41% |
$41.3K - $49.6K
|
55.3K
$2.7M
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.37K- 45.82% |
$41.3K - $49.6K
|
1.61K
$78.7K
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.37K- 5.34% |
$41.6K - $49.8K
|
24.3K
$1.18M
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.38K- 18.43% |
$41.6K - $49.9K
|
6.08K
$297K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.4K- 2.42% |
$42.3K - $50.7K
|
56.4K
$2.75M
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-1.46K- 0.8% |
$44.1K - $52.9K
|
181K
$8.84M
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.47K- 20.1% |
$44.6K - $53.5K
|
5.85K
$285K
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.5K- 1.29% |
$45.4K - $54.5K
|
115K
$5.61M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.55K- 1.45% |
$46.9K - $56.2K
|
106K
$5.14M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.56K- 5.89% |
$47.2K - $56.5K
|
24.9K
$1.21M
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-1.57K- 6.1% |
$47.4K - $56.8K
|
24.1K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.57K- 10.5% |
$47.6K - $57K
|
13.4K
$652K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.57K- 2.33% |
$47.7K - $57.2K
|
66K
$3.22M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 1.68% |
$48.5K - $58.1K
|
93.6K
$4.56M
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.62K- 15.28% |
$49.2K - $59K
|
9K
$439K
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.66K- 4.61% |
$50.1K - $60.1K
|
34.3K
$1.67M
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.7K- 5.19% |
$51.5K - $61.7K
|
31K
$1.51M
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.7K- 1.18% |
$51.5K - $61.7K
|
143K
$6.95M
|
|
Feb 14, 2023
Q4 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-1.7K- 9.04% |
$51.5K - $61.7K
|
17.1K
$834K
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.7K- 3.5% |
$51.6K - $61.8K
|
46.9K
$2.29M
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.72K- 0.51% |
$52.1K - $62.5K
|
333K
$16.2M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 15.11% |
$52.2K - $62.5K
|
9.68K
$472K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.72K- 9.33% |
$52.2K - $62.5K
|
16.7K
$816K
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 43.07% |
$52.4K - $62.8K
|
2.29K
$111K
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.75K- 3.43% |
$53.1K - $63.6K
|
49.4K
$2.41M
|