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 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.21% |
$60.6 - $72.6
|
966
$48.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.02% |
$60.6 - $72.6
|
9.59K
$477K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 10.53% |
$60.6 - $72.6
|
21
$1.05K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$30.3 - $36.3
|
1
$49.8
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.16% |
$30.3 - $36.3
|
610
$30.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
1+ 0.01% |
$30.3 - $36.3
|
10.3K
$513K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.07% |
$30.3 - $36.3
|
1.39K
$69.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.23% |
$30.3 - $36.3
|
436
$21.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.0% |
$30.3 - $36.3
|
76.6K
$3.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.01% |
$30.3 - $36.3
|
9.99K
$498K
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1+ 0.01% |
$30.3 - $36.3
|
12.2K
$609K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$30.3 - $36.3
|
1
$49.8
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1- 0.01% |
$30.3 - $36.3
|
17.6K
$877K
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1- 0.01% |
$30.3 - $36.3
|
11K
$550K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 7.69% |
$90.9 - $109
|
36
$1.79K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.32% |
$151 - $182
|
1.55K
$77.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-8- 0.34% |
$242 - $290
|
2.36K
$117K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9- 0.04% |
$273 - $327
|
23.1K
$1.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-10- 0.09% |
$303 - $363
|
11.4K
$568K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-10- 0.07% |
$303 - $363
|
13.6K
$676K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-10- 0.09% |
$303 - $363
|
11.3K
$563K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11- 0.07% |
$333 - $399
|
16.4K
$818K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-12- 0.78% |
$363 - $436
|
1.52K
$75.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-12- 0.1% |
$363 - $436
|
12.3K
$613K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-15- 0.05% |
$454 - $545
|
33K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-15- 0.01% |
$454 - $545
|
100K
$5M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 3.66% |
$576 - $690
|
500
$24.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-20- 35.09% |
$606 - $726
|
37
$1.84K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-23- 0.51% |
$697 - $835
|
4.5K
$224K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-24- 0.13% |
$727 - $871
|
18.1K
$902K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-25- 45.45% |
$757 - $908
|
30
$1.49K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-26- 0.15% |
$788 - $944
|
16.8K
$837K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-26- 0.07% |
$788 - $944
|
36.1K
$1.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-35- 0.44% |
$1.06K - $1.27K
|
7.92K
$394K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-38- 0.55% |
$1.15K - $1.38K
|
6.87K
$342K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-39- 4.55% |
$1.18K - $1.42K
|
818
$40.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-40- 1.34% |
$1.21K - $1.45K
|
2.94K
$146K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-41- 0.31% |
$1.24K - $1.49K
|
13.1K
$650K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-41- 0.35% |
$1.24K - $1.49K
|
11.7K
$581K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-49- 30.06% |
$1.48K - $1.78K
|
114
$5.68K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-49- 0.62% |
$1.48K - $1.78K
|
7.86K
$392K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-49- 0.8% |
$1.48K - $1.78K
|
6.07K
$302K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 33.33% |
$1.51K - $1.82K
|
100
$4.98K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-50- 0.48% |
$1.51K - $1.82K
|
10.4K
$517K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-55- 0.47% |
$1.67K - $2K
|
11.7K
$585K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-60- 0.7% |
$1.82K - $2.18K
|
8.48K
$422K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-60- 2.82% |
$1.82K - $2.18K
|
2.07K
$103K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-65- 2.35% |
$1.97K - $2.36K
|
2.7K
$134K
|