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 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.03K- 29.56% |
$91.6K - $110K
|
7.21K
$362K
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-3.04K- 6.37% |
$92.1K - $110K
|
44.7K
$2.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-3.11K- 4.49% |
$94.1K - $113K
|
66K
$3.32M
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.15K- 4.98% |
$95.4K - $114K
|
60.1K
$3.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-3.15K- 23.71% |
$95.5K - $114K
|
10.1K
$510K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.19K- 1.03% |
$96.5K - $116K
|
306K
$15.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.19K- 18.25% |
$96.7K - $116K
|
14.3K
$719K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.23K- 12.04% |
$97.7K - $117K
|
23.6K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-3.25K- 0.26% |
$98.4K - $118K
|
1.26M
$63.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.26K- 3.71% |
$98.8K - $118K
|
84.6K
$4.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-3.28K- 6.94% |
$99.3K - $119K
|
44K
$2.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.31K- 20.36% |
$100K - $120K
|
13K
$651K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-3.38K- 21.63% |
$102K - $123K
|
12.2K
$614K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.4K- 3.42% |
$103K - $124K
|
96.1K
$4.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-3.41K- 7.15% |
$103K - $124K
|
44.3K
$2.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.43K- 10.94% |
$104K - $124K
|
27.9K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.51K- 0.94% |
$106K - $128K
|
370K
$18.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-3.81K- 2.67% |
$115K - $138K
|
139K
$6.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.86K- 5.64% |
$117K - $140K
|
64.6K
$3.25M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.92K- 29.8% |
$119K - $142K
|
9.22K
$464K
|
|
|
Feb 08, 2023
Q4 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-3.96K- 1.7% |
$120K - $144K
|
229K
$11.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.97K- 13.12% |
$120K - $144K
|
26.2K
$1.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4K- 66.3% |
$121K - $145K
|
2.03K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-4.08K- 19.81% |
$124K - $148K
|
16.5K
$830K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.12K- 24.78% |
$125K - $149K
|
12.5K
$628K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-4.27K- 6.83% |
$129K - $155K
|
58.3K
$2.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.35K- 12.61% |
$132K - $158K
|
30.1K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.36K- 5.51% |
$132K - $158K
|
74.7K
$3.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.38K- 42.81% |
$133K - $159K
|
5.86K
$294K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.5K- 3.37% |
$136K - $163K
|
129K
$6.48M
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
SELL
|
- |
-4.64K- 11.05% |
$141K - $168K
|
37.3K
$1.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.67K- 3.42% |
$141K - $169K
|
132K
$6.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-4.74K- 22.31% |
$144K - $172K
|
16.5K
$830K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-4.77K- 6.51% |
$144K - $173K
|
68.5K
$3.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.83K- 2.94% |
$146K - $175K
|
159K
$8.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-4.86K- 22.29% |
$147K - $177K
|
17K
$852K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-5.1K- 17.6% |
$154K - $185K
|
23.9K
$1.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-5.1K- 25.09% |
$154K - $185K
|
15.2K
$765K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-5.18K- 25.73% |
$157K - $188K
|
14.9K
$751K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-5.19K- 19.22% |
$157K - $188K
|
21.8K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-5.22K- 4.76% |
$158K - $189K
|
104K
$5.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.35K- 13.35% |
$162K - $194K
|
34.7K
$1.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.38K- 27.57% |
$163K - $195K
|
14.1K
$710K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.4K- 64.53% |
$163K - $196K
|
2.97K
$149K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-5.44K- 4.84% |
$165K - $197K
|
107K
$5.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.45K- 39.87% |
$165K - $198K
|
8.22K
$413K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.6K- 11.91% |
$170K - $203K
|
41.5K
$2.08M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-5.63K- 6.04% |
$171K - $204K
|
87.6K
$4.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.68K- 36.77% |
$172K - $206K
|
9.76K
$490K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.79K- 46.26% |
$175K - $210K
|
6.72K
$338K
|