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 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
53+ 0.43% |
$1.61K - $1.92K
|
12.3K
$614K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
52+ 0.26% |
$1.58K - $1.89K
|
20.1K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
52+ 0.3% |
$1.58K - $1.89K
|
17.2K
$859K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
52+ 0.05% |
$1.58K - $1.89K
|
100K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
50New |
$1.51K - $1.82K
|
50
$2.49K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
48+ 1.68% |
$1.45K - $1.74K
|
2.9K
$145K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
47+ 0.28% |
$1.42K - $1.71K
|
16.7K
$833K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
44+ 0.49% |
$1.33K - $1.6K
|
8.95K
$446K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
43New |
$1.3K - $1.56K
|
43
$2.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
42New |
$1.27K - $1.53K
|
42
$2.09K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
35+ 5.98% |
$1.06K - $1.27K
|
620
$30.9K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
34+ 2.25% |
$1.03K - $1.23K
|
1.54K
$76.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
32+ 0.2% |
$969 - $1.16K
|
15.9K
$790K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
31+ 2.22% |
$939 - $1.13K
|
1.43K
$71.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
30+ 0.15% |
$909 - $1.09K
|
20.7K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
26+ 0.17% |
$788 - $944
|
15.3K
$760K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
26+ 0.4% |
$788 - $944
|
6.59K
$328K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
25+ 0.04% |
$757 - $908
|
70.9K
$3.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
24+ 2.41% |
$727 - $871
|
1.02K
$50.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
23+ 0.16% |
$697 - $835
|
14.3K
$712K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22+ 0.38% |
$666 - $799
|
5.74K
$286K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19New |
$576 - $690
|
19
$946
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
19+ 0.5% |
$576 - $690
|
3.84K
$191K
|
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
BUY
|
- |
16+ 0.1% |
$485 - $581
|
15.8K
$786K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.14% |
$454 - $545
|
10.4K
$517K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
15+ 0.05% |
$454 - $545
|
28.8K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
14+ 0.21% |
$424 - $508
|
6.75K
$336K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.62% |
$333 - $399
|
1.78K
$88.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 0.61% |
$333 - $399
|
1.82K
$90.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.1% |
$333 - $399
|
10.9K
$543K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10+ 0.06% |
$303 - $363
|
16K
$795K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
9+ 0.02% |
$273 - $327
|
59.2K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
9+ 0.06% |
$273 - $327
|
16.1K
$802K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7+ 0.05% |
$212 - $254
|
13.4K
$666K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7+ 0.01% |
$212 - $254
|
60.5K
$3.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6+ 0.52% |
$182 - $218
|
1.16K
$58K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.62% |
$182 - $218
|
978
$48.7K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$151 - $182
|
16.7K
$833K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.68% |
$151 - $182
|
740
$36.9K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5+ 0.02% |
$151 - $182
|
24.7K
$1.23M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.77% |
$151 - $182
|
657
$32.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
4+ 0.01% |
$121 - $145
|
28.4K
$1.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$121 - $145
|
14.4K
$716K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
4+ 0.06% |
$121 - $145
|
6.72K
$335K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 0.77% |
$90.9 - $109
|
395
$19.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.14% |
$60.6 - $72.6
|
1.46K
$72.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
2+ 0.23% |
$60.6 - $72.6
|
869
$43.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2+ 0.02% |
$60.6 - $72.6
|
8.28K
$412K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.03% |
$60.6 - $72.6
|
6.55K
$326K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.02% |
$60.6 - $72.6
|
12.7K
$632K
|