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
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28.1K+ 145.91% |
$850K - $1.02M
|
47.3K
$2.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
27.7K+ 55.89% |
$839K - $1.01M
|
77.2K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
26.8KNew |
$812K - $973K
|
26.8K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
26.5K+ 32.08% |
$802K - $962K
|
109K
$5.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
26.5K+ 32.08% |
$802K - $962K
|
109K
$5.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
26.4KNew |
$800K - $959K
|
26.4K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
26.4K+ 266.84% |
$799K - $958K
|
36.3K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
26.3KNew |
$797K - $956K
|
26.3K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
25.5K+ 28.39% |
$773K - $927K
|
115K
$5.66M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
25.1KNew |
$760K - $911K
|
25.1K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25K+ 6.98% |
$756K - $906K
|
382K
$18.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
24.8K+ 148.37% |
$752K - $901K
|
41.5K
$2.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
24.5K+ 323.64% |
$742K - $889K
|
32.1K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
23.7K+ 180.62% |
$719K - $862K
|
36.9K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
23.7K+ 1606.16% |
$719K - $861K
|
25.2K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
23.7KNew |
$717K - $859K
|
23.7K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
22.8KNew |
$689K - $826K
|
22.8K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
22.7K+ 36.87% |
$688K - $825K
|
84.3K
$4.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 135.02% |
$683K - $818K
|
39.2K
$1.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
22.4K+ 96.35% |
$678K - $812K
|
45.6K
$2.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
22.4K+ 5.76% |
$677K - $812K
|
411K
$20.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
21.7K+ 3.38% |
$656K - $787K
|
662K
$32.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
21.5KNew |
$652K - $781K
|
21.5K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
21.4KNew |
$647K - $776K
|
21.4K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21.3K+ 14.34% |
$647K - $775K
|
170K
$8.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.9KNew |
$634K - $760K
|
20.9K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
20.5KNew |
$619K - $743K
|
20.5K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.2K+ 125.53% |
$613K - $735K
|
36.3K
$1.78M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.2K+ 502.54% |
$612K - $734K
|
24.2K
$1.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Florin Court Capital LLP
|
BUY
|
- |
20.1KNew |
$609K - $730K
|
20.1K
$985K
|
|
|
Jan 20, 2023
Q4 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
20KNew |
$607K - $727K
|
20K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20K+ 20.37% |
$605K - $725K
|
118K
$5.78M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
19.5K+ 6.79% |
$591K - $708K
|
307K
$15M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
18.8K+ 16.81% |
$568K - $681K
|
130K
$6.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
18.5KNew |
$562K - $673K
|
18.5K
$908K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18.4K+ 20.67% |
$558K - $669K
|
107K
$5.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
18KNew |
$545K - $654K
|
18K
$882K
|
|
|
Feb 15, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
18K+ 7.34% |
$545K - $654K
|
263K
$12.9M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
18K+ 31.82% |
$545K - $653K
|
74.6K
$3.65M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17.4KNew |
$526K - $631K
|
17.4K
$851K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
17.3KNew |
$524K - $628K
|
17.3K
$847K
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
17.2KNew |
$520K - $623K
|
17.2K
$840K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
16.7KNew |
$507K - $608K
|
16.7K
$820K
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.7KNew |
$505K - $606K
|
16.7K
$817K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.7KNew |
$505K - $606K
|
16.7K
$817K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.7K+ 9.83% |
$505K - $605K
|
186K
$9.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
16.6K+ 3.44% |
$504K - $604K
|
501K
$24.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$503K - $603K
|
16.6K
$814K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
16.5KNew |
$501K - $600K
|
16.5K
$810K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
16.2K+ 6.08% |
$490K - $588K
|
282K
$13.8M
|