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 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.1KNew |
$185K - $221K
|
6.1K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
6.07KNew |
$184K - $221K
|
6.07K
$298K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
6.07KNew |
$184K - $220K
|
6.07K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
6.06K+ 82.7% |
$184K - $220K
|
13.4K
$656K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.04K+ 11.07% |
$183K - $219K
|
60.6K
$2.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.99K+ 87.66% |
$181K - $217K
|
12.8K
$628K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
5.94KNew |
$180K - $216K
|
5.94K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.86K+ 4.62% |
$178K - $213K
|
133K
$6.5M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.86KNew |
$177K - $213K
|
5.86K
$287K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
5.85KNew |
$177K - $213K
|
5.85K
$287K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.84K+ 15.98% |
$177K - $212K
|
42.4K
$2.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.84K+ 2.76% |
$177K - $212K
|
217K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.8KNew |
$176K - $211K
|
5.8K
$284K
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
5.7KNew |
$173K - $207K
|
5.7K
$279K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
5.69K+ 16.05% |
$172K - $207K
|
41.1K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.6K+ 71.16% |
$169K - $203K
|
13.5K
$659K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5.47K+ 27.69% |
$166K - $199K
|
25.2K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5.45K+ 17.33% |
$165K - $198K
|
36.9K
$1.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.39K+ 37.35% |
$163K - $196K
|
19.8K
$971K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.37K+ 15.05% |
$163K - $195K
|
41K
$2.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5.32K+ 33.2% |
$161K - $193K
|
21.3K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.29K+ 65.13% |
$160K - $192K
|
13.4K
$656K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.27K+ 3.31% |
$160K - $191K
|
164K
$8.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5K+ 2.08% |
$151K - $182K
|
245K
$12M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.92K+ 9.09% |
$149K - $179K
|
59K
$2.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
4.84K+ 39.11% |
$146K - $176K
|
17.2K
$843K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4.68K+ 14.17% |
$142K - $170K
|
37.7K
$1.85M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.66K+ 11.82% |
$141K - $169K
|
44.1K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.65K+ 1.97% |
$141K - $169K
|
241K
$11.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
4.62K+ 69.51% |
$140K - $168K
|
11.3K
$551K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
4.61K+ 33.52% |
$140K - $167K
|
18.4K
$900K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.61K+ 1.26% |
$140K - $167K
|
371K
$18.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
4.58K+ 1.89% |
$139K - $166K
|
247K
$12.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
4.46K+ 3.34% |
$135K - $162K
|
138K
$6.76M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.35K+ 22.27% |
$132K - $158K
|
23.9K
$1.17M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
4.31K+ 11.57% |
$131K - $156K
|
41.6K
$2.04M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.3K+ 35.02% |
$130K - $156K
|
16.6K
$812K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.27K+ 177.38% |
$129K - $155K
|
6.68K
$327K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.27K+ 10.29% |
$129K - $155K
|
45.7K
$2.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.24K+ 7.63% |
$128K - $154K
|
59.8K
$2.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.24K+ 7.6% |
$128K - $154K
|
60K
$2.94M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
4.21KNew |
$127K - $153K
|
4.21K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
4.2KNew |
$127K - $152K
|
4.2K
$206K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
4.14K+ 16.95% |
$125K - $150K
|
28.5K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.13K+ 8.54% |
$125K - $150K
|
52.5K
$2.57M
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
4.12K+ 1.23% |
$125K - $150K
|
339K
$16.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.06KNew |
$123K - $147K
|
4.06K
$199K
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
4K+ 13.95% |
$121K - $145K
|
32.7K
$1.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.99K+ 24.0% |
$121K - $145K
|
20.6K
$1.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.97K+ 13.35% |
$120K - $144K
|
33.7K
$1.65M
|