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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.1K+ 2.59% |
$487K - $584K
|
637K
$31.2M
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.1KNew |
$487K - $583K
|
16.1K
$787K
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
15.9KNew |
$482K - $577K
|
15.9K
$779K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
15.5K+ 25.91% |
$469K - $562K
|
75.3K
$3.69M
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15.5K+ 72.05% |
$468K - $561K
|
36.9K
$1.81M
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
15.4KNew |
$466K - $559K
|
15.4K
$754K
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.3K+ 137.39% |
$465K - $557K
|
26.5K
$1.3M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
15.3K+ 1.19% |
$463K - $555K
|
1.3M
$63.8M
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
15.2K+ 53.69% |
$461K - $552K
|
43.5K
$2.13M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.2K+ 38.4% |
$461K - $552K
|
54.8K
$2.69M
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
15.2K+ 25.0% |
$459K - $550K
|
75.8K
$3.71M
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
14.8KNew |
$447K - $536K
|
14.8K
$723K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
14.7K+ 13.45% |
$444K - $532K
|
124K
$6.05M
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
14.1KNew |
$426K - $510K
|
14.1K
$689K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
14KNew |
$424K - $508K
|
14K
$686K
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
14KNew |
$424K - $508K
|
14K
$686K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
14K+ 4.32% |
$423K - $507K
|
337K
$16.5M
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
13.7KNew |
$415K - $498K
|
13.7K
$671K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13.7KNew |
$414K - $496K
|
13.7K
$669K
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
13.5K+ 18.55% |
$410K - $491K
|
86.5K
$4.24M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.5K+ 0.52% |
$408K - $489K
|
2.58M
$126M
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
13.5KNew |
$408K - $489K
|
13.5K
$659K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13.3KNew |
$404K - $484K
|
13.3K
$653K
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13.1K+ 35.47% |
$398K - $477K
|
50.1K
$2.46M
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
13.1KNew |
$397K - $476K
|
13.1K
$643K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13K+ 3.89% |
$394K - $473K
|
348K
$17M
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
13K+ 15.56% |
$393K - $471K
|
96.3K
$4.72M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
12.9K+ 40.45% |
$390K - $467K
|
44.7K
$2.19M
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
12.8K+ 48.53% |
$389K - $466K
|
39.3K
$1.92M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.8K+ 162.08% |
$388K - $466K
|
20.7K
$1.02M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
12.8K+ 3.89% |
$388K - $465K
|
342K
$16.8M
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.6K+ 10.64% |
$381K - $457K
|
131K
$6.41M
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
12.5K+ 77.01% |
$380K - $456K
|
28.8K
$1.41M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
12.4K+ 47.9% |
$377K - $452K
|
38.4K
$1.88M
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12.4KNew |
$377K - $452K
|
12.4K
$609K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
12.4KNew |
$375K - $449K
|
12.4K
$606K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
12.3KNew |
$372K - $446K
|
12.3K
$602K
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
12.2KNew |
$371K - $444K
|
12.2K
$599K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
12.1KNew |
$366K - $439K
|
12.1K
$593K
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
12.1KNew |
$366K - $438K
|
12.1K
$591K
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12KNew |
$364K - $436K
|
12K
$589K
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
12KNew |
$364K - $436K
|
12K
$588K
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
12KNew |
$363K - $435K
|
12K
$587K
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
12KNew |
$362K - $434K
|
12K
$586K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.7K+ 39.52% |
$353K - $423K
|
41.1K
$2.02M
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
11.5KNew |
$349K - $418K
|
11.5K
$565K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 8.4% |
$348K - $417K
|
148K
$7.26M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 0.47% |
$345K - $413K
|
2.42M
$119M
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
11.1K+ 1.32% |
$337K - $404K
|
855K
$41.9M
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11.1KNew |
$335K - $402K
|
11.1K
$542K
|