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
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.68K- 36.77% |
$172K - $206K
|
9.76K
$476K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.79K- 46.26% |
$175K - $210K
|
6.72K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.98K- 0.17% |
$181K - $217K
|
3.45M
$168M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.98K- 0.17% |
$181K - $217K
|
3.45M
$168M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.07K- 3.37% |
$184K - $220K
|
174K
$8.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.2K- 9.63% |
$188K - $225K
|
58.2K
$2.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.47K- 16.01% |
$196K - $235K
|
33.9K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.52K- 1.4% |
$197K - $237K
|
459K
$22.4M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.54K- 47.73% |
$198K - $237K
|
7.16K
$349K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-6.65K- 50.2% |
$201K - $241K
|
6.6K
$322K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-6.81K- 17.37% |
$206K - $247K
|
32.4K
$1.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.9K- 7.61% |
$209K - $251K
|
83.9K
$4.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-6.91K- 22.23% |
$209K - $251K
|
24.2K
$1.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-7K- 47.49% |
$212K - $254K
|
7.74K
$377K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-7.13K- 26.38% |
$216K - $259K
|
19.9K
$970K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.2K- 16.36% |
$218K - $262K
|
36.8K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7.23K- 25.99% |
$219K - $262K
|
20.6K
$1M
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-7.46K- 11.65% |
$226K - $271K
|
56.6K
$2.76M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-7.74K- 34.0% |
$234K - $281K
|
15K
$732K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-7.93K- 28.57% |
$240K - $288K
|
19.8K
$967K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-8.03K- 18.2% |
$243K - $292K
|
36.1K
$1.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8.04K- 7.88% |
$244K - $292K
|
94K
$4.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-8.13K- 14.36% |
$246K - $295K
|
48.4K
$2.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.23K- 18.75% |
$249K - $299K
|
35.7K
$1.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-8.24K- 1.64% |
$250K - $299K
|
495K
$24.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.26K- 1.26% |
$250K - $300K
|
649K
$31.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
SELL
|
- |
-8.39K- 39.12% |
$254K - $304K
|
13K
$636K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-8.42K- 6.33% |
$255K - $306K
|
125K
$6.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-8.62K- 10.1% |
$261K - $313K
|
76.7K
$3.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.65K- 37.17% |
$262K - $314K
|
14.6K
$713K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-8.81K- 25.49% |
$267K - $320K
|
25.8K
$1.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-9.05K- 20.75% |
$274K - $329K
|
34.6K
$1.68M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.08K- 5.02% |
$275K - $330K
|
172K
$8.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-9.22K- 4.15% |
$279K - $335K
|
213K
$10.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-9.75K- 3.1% |
$295K - $354K
|
305K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.89K- 4.66% |
$300K - $359K
|
202K
$9.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-9.9K- 31.53% |
$300K - $359K
|
21.5K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10.4K- 21.49% |
$316K - $378K
|
38.1K
$1.86M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-10.7K- 45.02% |
$323K - $387K
|
13K
$635K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-11.3K- 7.93% |
$341K - $408K
|
131K
$6.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.3K- 6.29% |
$343K - $411K
|
169K
$8.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-11.7K- 7.97% |
$354K - $424K
|
135K
$6.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-11.8K- 66.69% |
$358K - $429K
|
5.9K
$288K
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
SELL
|
- |
-12.1K- 5.05% |
$367K - $439K
|
227K
$11.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12.5K- 41.94% |
$380K - $455K
|
17.4K
$846K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-12.6K- 23.15% |
$381K - $457K
|
41.8K
$2.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.6K- 11.82% |
$382K - $458K
|
94.2K
$4.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-12.8K- 3.04% |
$387K - $463K
|
407K
$19.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12.8K- 61.81% |
$388K - $465K
|
7.92K
$386K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13K- 22.35% |
$393K - $471K
|
45.1K
$2.2M
|