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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
94KNew |
$2.85M - $3.41M
|
94K
$4.61M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
93K+ 217.73% |
$2.82M - $3.38M
|
136K
$6.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
92.4KNew |
$2.8M - $3.35M
|
92.4K
$4.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
92.2K+ 890.29% |
$2.79M - $3.35M
|
103K
$5.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
90.6K+ 1262.11% |
$2.74M - $3.29M
|
97.7K
$4.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
88KNew |
$2.67M - $3.19M
|
88K
$4.31M
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
87.4KNew |
$2.65M - $3.17M
|
87.4K
$4.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
85.6KNew |
$2.59M - $3.11M
|
85.6K
$4.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
83.7K+ 34.19% |
$2.53M - $3.04M
|
328K
$16.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
83.1K+ 121.99% |
$2.52M - $3.02M
|
151K
$7.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82.3K+ 8.54% |
$2.49M - $2.99M
|
1.05M
$51.2M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
79.3K+ 221.6% |
$2.4M - $2.88M
|
115K
$5.64M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
78.5K+ 728.42% |
$2.38M - $2.85M
|
89.3K
$4.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
77.3K+ 41.36% |
$2.34M - $2.81M
|
264K
$12.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
BUY
|
- |
76.1KNew |
$2.3M - $2.76M
|
76.1K
$3.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
73.2K+ 245.37% |
$2.22M - $2.66M
|
103K
$5.04M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
71.7KNew |
$2.17M - $2.6M
|
71.7K
$3.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
68.7KNew |
$2.08M - $2.49M
|
68.7K
$3.37M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
68.5K+ 58.25% |
$2.08M - $2.49M
|
186K
$9.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64.8K+ 24.96% |
$1.96M - $2.35M
|
325K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
64.8KNew |
$1.96M - $2.35M
|
64.8K
$3.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
64.4KNew |
$1.95M - $2.34M
|
64.4K
$3.15M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
63.2KNew |
$1.91M - $2.29M
|
63.2K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
62.4KNew |
$1.89M - $2.27M
|
62.4K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
61.9KNew |
$1.88M - $2.25M
|
61.9K
$3.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
61.5K+ 15.23% |
$1.86M - $2.23M
|
465K
$22.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
61.3K+ 62.13% |
$1.86M - $2.23M
|
160K
$7.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
59K+ 16.4% |
$1.79M - $2.14M
|
419K
$20.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
57.4K+ 317.82% |
$1.74M - $2.09M
|
75.5K
$3.7M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
57.3K+ 220.93% |
$1.73M - $2.08M
|
83.2K
$4.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
56.5KNew |
$1.71M - $2.05M
|
56.5K
$2.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
55.8KNew |
$1.69M - $2.03M
|
55.8K
$2.73M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
53.9K+ 250.94% |
$1.63M - $1.96M
|
75.4K
$3.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
53.7KNew |
$1.63M - $1.95M
|
53.7K
$2.63M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
51.7KNew |
$1.57M - $1.88M
|
51.7K
$2.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
51.6K+ 8.56% |
$1.56M - $1.87M
|
655K
$32.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
51.2K+ 42.05% |
$1.55M - $1.86M
|
173K
$8.48M
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
51.2K+ 28.86% |
$1.55M - $1.86M
|
229K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
51.1K+ 203.65% |
$1.55M - $1.85M
|
76.1K
$3.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
50.6KNew |
$1.53M - $1.84M
|
50.6K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
50.4K+ 93.53% |
$1.53M - $1.83M
|
104K
$5.11M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
50.4KNew |
$1.53M - $1.83M
|
50.4K
$2.47M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
49.5KNew |
$1.5M - $1.8M
|
49.5K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49.2K+ 24.41% |
$1.49M - $1.79M
|
251K
$12.3M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
48.8K+ 359.56% |
$1.48M - $1.77M
|
62.4K
$3.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
48.5KNew |
$1.47M - $1.76M
|
48.5K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47.9K+ 11.99% |
$1.45M - $1.74M
|
448K
$21.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
47.7KNew |
$1.44M - $1.73M
|
47.7K
$2.34M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
47.1KNew |
$1.43M - $1.71M
|
47.1K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
45.7K+ 19.88% |
$1.39M - $1.66M
|
276K
$13.5M
|