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 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.76K- 21.87% |
$53.3K - $63.9K
|
6.29K
$307K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.78K- 1.27% |
$54K - $64.7K
|
139K
$6.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.81K- 13.72% |
$54.9K - $65.8K
|
11.4K
$555K
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-1.86K- 3.52% |
$56.4K - $67.6K
|
51.1K
$2.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.88K- 0.75% |
$56.8K - $68.1K
|
249K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-1.88K- 6.18% |
$56.9K - $68.2K
|
28.5K
$1.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.93K- 6.03% |
$58.3K - $69.9K
|
30K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.97K- 23.47% |
$59.6K - $71.4K
|
6.41K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.98K- 11.94% |
$60.1K - $72K
|
14.6K
$713K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2K- 24.08% |
$60.5K - $72.5K
|
6.3K
$307K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-2K- 4.97% |
$60.6K - $72.6K
|
38.2K
$1.86M
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-2K- 3.54% |
$60.6K - $72.6K
|
54.6K
$2.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-2.01K- 4.11% |
$60.9K - $73.1K
|
47K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.02K- 7.07% |
$61.3K - $73.5K
|
26.6K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.03K- 3.72% |
$61.4K - $73.6K
|
52.4K
$2.55M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.03K- 2.86% |
$61.4K - $73.6K
|
68.8K
$3.35M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.04K- 24.41% |
$61.8K - $74.1K
|
6.32K
$308K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.08K- 6.49% |
$63.1K - $75.6K
|
30K
$1.46M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.09K- 19.16% |
$63.2K - $75.7K
|
8.8K
$429K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 10.25% |
$63.6K - $76.3K
|
18.4K
$897K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.17K- 2.74% |
$65.8K - $78.9K
|
77.1K
$3.76M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.19K- 6.3% |
$66.3K - $79.5K
|
32.6K
$1.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.2K- 2.64% |
$66.5K - $79.7K
|
80.9K
$3.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 2.05% |
$66.7K - $80K
|
105K
$5.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.21K- 3.02% |
$66.9K - $80.2K
|
71.1K
$3.47M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2.25K- 46.73% |
$68.2K - $81.8K
|
2.57K
$125K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.27K- 6.07% |
$68.6K - $82.2K
|
35K
$1.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 97.85% |
$68.9K - $82.6K
|
50
$2.44K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.28K- 15.59% |
$69.1K - $82.8K
|
12.3K
$602K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.29K- 1.17% |
$69.3K - $83.1K
|
194K
$9.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.4K- 31.75% |
$72.7K - $87.1K
|
5.16K
$251K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.43K- 1.94% |
$73.6K - $88.2K
|
123K
$5.98M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-2.49K- 13.2% |
$75.4K - $90.4K
|
16.4K
$798K
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-2.49K- 4.08% |
$75.5K - $90.5K
|
58.6K
$2.86M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.51K- 2.69% |
$76.1K - $91.2K
|
91K
$4.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.52K- 2.79% |
$76.4K - $91.6K
|
87.8K
$4.28M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.54K- 8.04% |
$77K - $92.3K
|
29.1K
$1.42M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.56K- 16.66% |
$77.4K - $92.8K
|
12.8K
$623K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.58K- 6.13% |
$78.1K - $93.7K
|
39.5K
$1.92M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.63K- 2.67% |
$79.7K - $95.6K
|
96K
$4.68M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.63K- 4.76% |
$79.8K - $95.6K
|
52.7K
$2.57M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.67K- 19.39% |
$80.7K - $96.8K
|
11.1K
$540K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-2.67K- 1.91% |
$80.9K - $97K
|
137K
$6.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.73K- 23.17% |
$82.7K - $99.1K
|
9.05K
$441K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.83K- 0.66% |
$85.6K - $103K
|
428K
$20.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-2.86K- 3.56% |
$86.7K - $104K
|
77.6K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 49.1% |
$87K - $104K
|
2.98K
$145K
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.89K- 6.26% |
$87.4K - $105K
|
43.2K
$2.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.95K- 19.1% |
$89.5K - $107K
|
12.5K
$610K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.96K- 22.38% |
$89.5K - $107K
|
10.2K
$500K
|