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 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.66K+ 59.97% |
$232K - $278K
|
20.4K
$1M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.65K+ 4.68% |
$232K - $278K
|
171K
$8.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
7.64KNew |
$231K - $277K
|
7.64K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.6KNew |
$230K - $276K
|
7.6K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7.58K+ 42.29% |
$230K - $275K
|
25.5K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.55K+ 0.38% |
$229K - $274K
|
1.99M
$97.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.55KNew |
$229K - $274K
|
7.55K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
7.54KNew |
$228K - $274K
|
7.54K
$369K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.52KNew |
$228K - $273K
|
7.52K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.47KNew |
$226K - $271K
|
7.47K
$366K
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
7.38K+ 48.11% |
$224K - $268K
|
22.7K
$1.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.38KNew |
$224K - $268K
|
7.38K
$362K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
7.31K+ 6.55% |
$221K - $265K
|
119K
$5.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
7.26KNew |
$220K - $263K
|
7.26K
$355K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.15K+ 84.9% |
$217K - $260K
|
15.6K
$763K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.14KNew |
$216K - $259K
|
7.14K
$350K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.14KNew |
$216K - $259K
|
7.14K
$350K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.14KNew |
$216K - $259K
|
7.14K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.12K+ 56.98% |
$216K - $259K
|
19.6K
$961K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.12K+ 56.98% |
$216K - $259K
|
19.6K
$961K
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
7.08KNew |
$214K - $257K
|
7.08K
$347K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
7K+ 68.97% |
$212K - $254K
|
17.2K
$840K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6.92K+ 2.0% |
$210K - $251K
|
353K
$17.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.81KNew |
$206K - $247K
|
6.81K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.81K+ 10.41% |
$206K - $247K
|
72.2K
$3.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.8K+ 29.3% |
$206K - $247K
|
30K
$1.47M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.77K+ 15.41% |
$205K - $246K
|
50.7K
$2.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.76K+ 35.89% |
$205K - $245K
|
25.6K
$1.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
6.72KNew |
$204K - $244K
|
6.72K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.66KNew |
$202K - $242K
|
6.66K
$326K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.65KNew |
$201K - $241K
|
6.65K
$326K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
6.62K+ 3.62% |
$201K - $241K
|
190K
$9.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.54K+ 9.22% |
$198K - $238K
|
77.5K
$3.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.54KNew |
$198K - $238K
|
6.54K
$320K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.53K+ 9.93% |
$198K - $237K
|
72.3K
$3.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.53KNew |
$198K - $237K
|
6.53K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
6.51KNew |
$197K - $236K
|
6.51K
$319K
|
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
6.51KNew |
$197K - $236K
|
6.51K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
6.5K+ 48.15% |
$197K - $236K
|
20K
$980K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
BUY
|
- |
6.48KNew |
$196K - $235K
|
6.48K
$317K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.45K+ 52.38% |
$195K - $234K
|
18.8K
$919K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
6.41KNew |
$194K - $233K
|
6.41K
$314K
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6.37KNew |
$193K - $231K
|
6.37K
$312K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
6.34KNew |
$192K - $230K
|
6.34K
$311K
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
6.28KNew |
$190K - $228K
|
6.28K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.22KNew |
$188K - $226K
|
6.22K
$304K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
6.18KNew |
$187K - $224K
|
6.18K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.16KNew |
$187K - $224K
|
6.16K
$302K
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
6.15K+ 3.85% |
$186K - $223K
|
166K
$8.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6.11KNew |
$185K - $222K
|
6.11K
$299K
|