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 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
266+ 2.53% |
$8.06K - $9.66K
|
10.8K
$538K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
262+ 1.61% |
$7.94K - $9.51K
|
16.5K
$821K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
260+ 1.77% |
$7.88K - $9.44K
|
14.9K
$743K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
260+ 1.78% |
$7.88K - $9.44K
|
14.9K
$742K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
260+ 1.77% |
$7.88K - $9.44K
|
14.9K
$743K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
250+ 2.03% |
$7.57K - $9.08K
|
12.6K
$627K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
243+ 2.35% |
$7.36K - $8.82K
|
10.6K
$527K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
224+ 294.74% |
$6.78K - $8.13K
|
300
$14.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
217+ 10.85% |
$6.57K - $7.88K
|
2.22K
$110K
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
200+ 0.27% |
$6.06K - $7.26K
|
72.9K
$3.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
186+ 0.58% |
$5.63K - $6.75K
|
32.4K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
185+ 1.92% |
$5.6K - $6.72K
|
9.81K
$489K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
165+ 55.0% |
$5K - $5.99K
|
465
$23.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
162+ 0.62% |
$4.91K - $5.88K
|
26.5K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
161+ 1.64% |
$4.88K - $5.85K
|
9.99K
$497K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
159+ 2.36% |
$4.82K - $5.77K
|
6.9K
$343K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
151+ 1.86% |
$4.57K - $5.48K
|
8.25K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
151New |
$4.57K - $5.48K
|
151
$7.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
151+ 1.25% |
$4.57K - $5.48K
|
12.2K
$609K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
147+ 0.2% |
$4.45K - $5.34K
|
74K
$3.69M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
144+ 0.75% |
$4.36K - $5.23K
|
19.3K
$963K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
140New |
$4.24K - $5.08K
|
140
$6.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
137+ 0.61% |
$4.15K - $4.97K
|
22.8K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
133+ 0.36% |
$4.03K - $4.83K
|
37.2K
$1.85M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
130+ 0.15% |
$3.94K - $4.72K
|
88.9K
$4.43M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
130+ 1.04% |
$3.94K - $4.72K
|
12.6K
$629K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
130New |
$3.94K - $4.72K
|
130
$6.47K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
128New |
$3.88K - $4.65K
|
128
$6.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
123+ 1.82% |
$3.73K - $4.47K
|
6.9K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
120+ 0.29% |
$3.63K - $4.36K
|
41.3K
$2.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
118+ 0.34% |
$3.57K - $4.28K
|
34.7K
$1.73M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
104+ 0.21% |
$3.15K - $3.78K
|
50K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
100+ 1.41% |
$3.03K - $3.63K
|
7.18K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
100New |
$3.03K - $3.63K
|
100
$4.98K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
94+ 0.68% |
$2.85K - $3.41K
|
13.8K
$689K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
89+ 0.42% |
$2.7K - $3.23K
|
21.4K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
85+ 5.88% |
$2.57K - $3.09K
|
1.53K
$76.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
84+ 0.62% |
$2.54K - $3.05K
|
13.6K
$679K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
80+ 0.53% |
$2.42K - $2.9K
|
15.2K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
77+ 7.16% |
$2.33K - $2.8K
|
1.15K
$57.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
75+ 0.23% |
$2.27K - $2.72K
|
32.4K
$1.61M
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
74+ 0.21% |
$2.24K - $2.69K
|
35.4K
$1.76M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
72+ 0.23% |
$2.18K - $2.61K
|
31.5K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
66+ 0.55% |
$2K - $2.4K
|
12.1K
$603K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
65+ 0.97% |
$1.97K - $2.36K
|
6.77K
$337K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
60+ 0.15% |
$1.82K - $2.18K
|
38.9K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
60+ 0.53% |
$1.82K - $2.18K
|
11.5K
$570K
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
59+ 0.67% |
$1.79K - $2.14K
|
8.91K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
59+ 0.04% |
$1.79K - $2.14K
|
166K
$8.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
57+ 0.18% |
$1.73K - $2.07K
|
32.4K
$1.61M
|