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 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
515+ 1.6% |
$15.6K - $18.7K
|
32.8K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
515+ 1.64% |
$15.6K - $18.7K
|
31.8K
$1.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
508+ 2.13% |
$15.4K - $18.4K
|
24.4K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
506+ 4.83% |
$15.3K - $18.4K
|
11K
$547K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
502New |
$15.2K - $18.2K
|
502
$25K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
500New |
$15.1K - $18.2K
|
500
$24.9K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
500New |
$15.1K - $18.2K
|
500
$24.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
494+ 0.35% |
$15K - $17.9K
|
140K
$6.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
492+ 6.57% |
$14.9K - $17.9K
|
7.98K
$397K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
484+ 122.84% |
$14.7K - $17.6K
|
878
$43.7K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
483New |
$14.6K - $17.5K
|
483
$24.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
481+ 1.04% |
$14.6K - $17.5K
|
46.8K
$2.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
473+ 0.58% |
$14.3K - $17.2K
|
81.8K
$4.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
460+ 1.9% |
$13.9K - $16.7K
|
24.7K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
457+ 0.89% |
$13.8K - $16.6K
|
51.9K
$2.58M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
452+ 1.02% |
$13.7K - $16.4K
|
44.7K
$2.23M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
448+ 5.97% |
$13.6K - $16.3K
|
7.96K
$396K
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
439+ 3.01% |
$13.3K - $15.9K
|
15K
$749K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
436+ 114.14% |
$13.2K - $15.8K
|
818
$40.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
434New |
$13.1K - $15.8K
|
434
$21.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
433+ 28.68% |
$13.1K - $15.7K
|
1.94K
$96.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
420New |
$12.7K - $15.3K
|
420
$20.9K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
413+ 1.22% |
$12.5K - $15K
|
34.3K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
413+ 1.32% |
$12.5K - $15K
|
31.6K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
410New |
$12.4K - $14.9K
|
410
$20.4K
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
407+ 0.64% |
$12.3K - $14.8K
|
64K
$3.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
405+ 3.14% |
$12.3K - $14.7K
|
13.3K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
398+ 2.32% |
$12.1K - $14.5K
|
17.5K
$874K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
384+ 1.28% |
$11.6K - $13.9K
|
30.4K
$1.51M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
384New |
$11.6K - $13.9K
|
384
$19.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
375New |
$11.4K - $13.6K
|
375
$18.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
375New |
$11.4K - $13.6K
|
375
$18.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
364+ 1.19% |
$11K - $13.2K
|
31K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
356+ 3.86% |
$10.8K - $12.9K
|
9.57K
$477K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
350+ 3.63% |
$10.6K - $12.7K
|
10K
$498K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
350+ 2.03% |
$10.6K - $12.7K
|
17.6K
$874K
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
338+ 2.09% |
$10.2K - $12.3K
|
16.5K
$823K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
325+ 1.75% |
$9.84K - $11.8K
|
18.9K
$942K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
323+ 0.35% |
$9.78K - $11.7K
|
91.5K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
318New |
$9.63K - $11.5K
|
318
$15.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
308+ 0.59% |
$9.33K - $11.2K
|
52.5K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
300+ 1.61% |
$9.09K - $10.9K
|
19K
$945K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
297+ 24.59% |
$9K - $10.8K
|
1.51K
$74.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
294+ 1.08% |
$8.91K - $10.7K
|
27.5K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
291+ 2.74% |
$8.81K - $10.6K
|
10.9K
$544K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
289+ 1.0% |
$8.75K - $10.5K
|
29.1K
$1.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
280+ 1.03% |
$8.48K - $10.2K
|
27.4K
$1.36M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
280+ 15.01% |
$8.48K - $10.2K
|
2.15K
$107K
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
275+ 0.51% |
$8.33K - $9.99K
|
53.9K
$2.69M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
272+ 89.18% |
$8.24K - $9.88K
|
577
$28.7K
|