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
|
Financial Counselors Inc
|
SELL
|
- |
-13.1K- 10.73% |
$396K - $475K
|
109K
$5.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13.4K- 7.48% |
$406K - $487K
|
166K
$8.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-13.7K- 68.5% |
$415K - $497K
|
6.3K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-14.1K- 91.02% |
$428K - $513K
|
1.39K
$67.9K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-14.1K- 10.59% |
$428K - $513K
|
119K
$5.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-14.2K- 37.86% |
$430K - $515K
|
23.3K
$1.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-14.4K- 4.71% |
$435K - $521K
|
290K
$14.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-14.6K- 41.33% |
$442K - $530K
|
20.7K
$1.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-14.7K- 7.24% |
$446K - $535K
|
189K
$9.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-15.3K- 8.77% |
$464K - $556K
|
159K
$7.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-15.4K- 58.49% |
$467K - $560K
|
11K
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-15.8K- 7.93% |
$478K - $573K
|
183K
$8.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-16.1K- 4.22% |
$488K - $584K
|
365K
$17.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-16.4K- 61.56% |
$498K - $597K
|
10.3K
$500K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-16.5K- 9.46% |
$500K - $599K
|
158K
$7.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.7K- 1.56% |
$505K - $605K
|
1.05M
$51.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.8K- 8.09% |
$510K - $612K
|
191K
$9.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.9K- 2.59% |
$542K - $650K
|
672K
$32.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-17.9K- 10.34% |
$542K - $650K
|
155K
$7.57M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-17.9K- 35.49% |
$542K - $650K
|
32.5K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-18K- 6.83% |
$545K - $653K
|
245K
$12M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-18K- 23.54% |
$545K - $653K
|
58.4K
$2.85M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.2K- 1.29% |
$550K - $659K
|
1.39M
$67.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-18.7K- 2.65% |
$565K - $678K
|
685K
$33.4M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.9K- 3.83% |
$573K - $687K
|
475K
$23.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-19.5K- 20.02% |
$589K - $706K
|
77.7K
$3.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-19.5K- 15.08% |
$590K - $707K
|
110K
$5.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-19.7K- 20.18% |
$597K - $716K
|
78K
$3.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-20.1K- 4.94% |
$608K - $729K
|
386K
$18.8M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-20.6K- 21.63% |
$625K - $749K
|
74.7K
$3.64M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-21K- 7.87% |
$636K - $762K
|
246K
$12M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-21.6K- 4.53% |
$654K - $784K
|
455K
$22.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-22.3K- 15.91% |
$676K - $810K
|
118K
$5.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-22.7K- 31.08% |
$689K - $826K
|
50.4K
$2.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-22.9K- 5.84% |
$692K - $830K
|
368K
$18M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-23K- 36.59% |
$696K - $835K
|
39.8K
$1.94M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-24.1K- 13.46% |
$730K - $875K
|
155K
$7.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-25.3K- 21.11% |
$765K - $917K
|
94.4K
$4.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-26.1K- 20.89% |
$789K - $946K
|
98.7K
$4.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-26.4K- 45.92% |
$801K - $960K
|
31.1K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-27.5K- 36.16% |
$834K - $999K
|
48.6K
$2.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-29.1K- 18.74% |
$882K - $1.06M
|
126K
$6.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-29.2K- 35.34% |
$883K - $1.06M
|
53.3K
$2.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.6K- 17.53% |
$898K - $1.08M
|
139K
$6.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-30.8K- 44.21% |
$932K - $1.12M
|
38.8K
$1.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-33.1K- 47.6% |
$1M - $1.2M
|
36.4K
$1.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-33.5K- 45.68% |
$1.01M - $1.22M
|
39.8K
$1.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-33.5K- 11.53% |
$1.02M - $1.22M
|
257K
$12.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-33.7K- 9.28% |
$1.02M - $1.22M
|
330K
$16.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-34.1K- 67.91% |
$1.03M - $1.24M
|
16.1K
$785K
|