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 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11K+ 7.31% |
$332K - $398K
|
161K
$7.89M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 11.8% |
$332K - $398K
|
104K
$5.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
10.9KNew |
$329K - $395K
|
10.9K
$533K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.7K+ 70.35% |
$325K - $389K
|
25.9K
$1.27M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
10.7K+ 28.16% |
$323K - $388K
|
48.6K
$2.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$323K - $388K
|
10.7K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
10.7KNew |
$323K - $387K
|
10.7K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10.4K+ 6.13% |
$316K - $379K
|
181K
$8.86M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10.4K+ 69.8% |
$316K - $379K
|
25.4K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
10.3K+ 10.36% |
$313K - $375K
|
110K
$5.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.3KNew |
$312K - $374K
|
10.3K
$504K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 147.38% |
$311K - $373K
|
17.3K
$845K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.2K+ 3.23% |
$309K - $370K
|
325K
$15.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2K+ 13.08% |
$308K - $370K
|
88K
$4.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.2K+ 2.62% |
$308K - $369K
|
398K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10.1KNew |
$305K - $366K
|
10.1K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.1K+ 17.02% |
$305K - $366K
|
69.2K
$3.39M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
9.99K+ 7.32% |
$302K - $363K
|
146K
$7.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9.87K+ 11.94% |
$299K - $358K
|
92.5K
$4.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
9.8KNew |
$297K - $356K
|
9.8K
$480K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.77K+ 14.41% |
$296K - $355K
|
77.6K
$3.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9.77KNew |
$296K - $355K
|
9.77K
$479K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9.69K+ 229.92% |
$294K - $352K
|
13.9K
$681K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.65K+ 122.04% |
$292K - $350K
|
17.5K
$860K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.53KNew |
$289K - $346K
|
9.53K
$467K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.51KNew |
$288K - $345K
|
9.51K
$466K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9.48KNew |
$287K - $344K
|
9.48K
$464K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9.46KNew |
$286K - $343K
|
9.46K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
9.4KNew |
$285K - $341K
|
9.4K
$461K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.32K+ 11.97% |
$282K - $339K
|
87.2K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.05K+ 21.2% |
$274K - $328K
|
51.7K
$2.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9.03K+ 446.74% |
$274K - $328K
|
11.1K
$542K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.95K+ 9.71% |
$271K - $325K
|
101K
$4.95M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8.9KNew |
$269K - $323K
|
8.9K
$436K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.89KNew |
$269K - $323K
|
8.89K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
8.84KNew |
$268K - $321K
|
8.84K
$433K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
8.75KNew |
$265K - $318K
|
8.75K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
8.72K+ 3080.92% |
$264K - $317K
|
9K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
8.71KNew |
$264K - $316K
|
8.71K
$426K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
8.53KNew |
$258K - $310K
|
8.53K
$418K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.5K+ 5.45% |
$257K - $309K
|
164K
$8.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
8.47KNew |
$257K - $308K
|
8.47K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.26K+ 14.58% |
$250K - $300K
|
64.9K
$3.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
8.17KNew |
$247K - $297K
|
8.17K
$400K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
8.02KNew |
$243K - $291K
|
8.02K
$393K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
7.94KNew |
$240K - $288K
|
7.94K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7.85KNew |
$238K - $285K
|
7.85K
$385K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.82K+ 13.65% |
$237K - $284K
|
65.1K
$3.19M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.76KNew |
$235K - $282K
|
7.76K
$380K
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
7.7K+ 5.09% |
$233K - $279K
|
159K
$7.78M
|