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 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-33.7K- 9.28% |
$1.02M - $1.22M
|
330K
$17.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-34.1K- 67.91% |
$1.03M - $1.24M
|
16.1K
$840K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34.3K- 6.08% |
$1.04M - $1.25M
|
530K
$27.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-34.4K- 9.1% |
$1.04M - $1.25M
|
344K
$17.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-35.2K- 17.34% |
$1.07M - $1.28M
|
168K
$8.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-35.3K- 42.38% |
$1.07M - $1.28M
|
48K
$2.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36.3K- 11.23% |
$1.1M - $1.32M
|
287K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-36.5K- 78.69% |
$1.1M - $1.32M
|
9.87K
$515K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-36.7K- 10.25% |
$1.11M - $1.33M
|
321K
$16.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-36.8K- 37.65% |
$1.12M - $1.34M
|
61K
$3.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-36.9K- 43.4% |
$1.12M - $1.34M
|
48.2K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-40KClosed |
$1.21M - $1.45M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-40.3K- 2.14% |
$1.22M - $1.46M
|
1.84M
$96.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-41.7K- 15.0% |
$1.26M - $1.51M
|
236K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-41.8K- 61.07% |
$1.27M - $1.52M
|
26.7K
$1.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-42.8K- 49.74% |
$1.3M - $1.55M
|
43.2K
$2.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-43.1K- 56.97% |
$1.3M - $1.56M
|
32.5K
$1.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-43.1K- 82.2% |
$1.31M - $1.57M
|
9.34K
$488K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.5K- 4.42% |
$1.47M - $1.76M
|
1.05M
$54.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
- |
-48.9K- 36.6% |
$1.48M - $1.77M
|
84.7K
$4.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-50.6K- 2.79% |
$1.53M - $1.84M
|
1.76M
$92.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-53.5K- 22.55% |
$1.62M - $1.94M
|
184K
$9.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-53.6K- 0.65% |
$1.62M - $1.94M
|
8.18M
$427M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-53.6K- 0.92% |
$1.62M - $1.95M
|
5.75M
$300M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-53.8K- 24.13% |
$1.63M - $1.95M
|
169K
$8.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-54.4K- 14.03% |
$1.65M - $1.97M
|
333K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-54.9K- 25.38% |
$1.66M - $1.99M
|
161K
$8.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.5K- 2.69% |
$1.68M - $2.01M
|
2M
$105M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-56.1K- 26.22% |
$1.7M - $2.04M
|
158K
$8.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-58.4K- 27.99% |
$1.77M - $2.12M
|
150K
$7.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-58.5K- 50.25% |
$1.77M - $2.13M
|
57.9K
$3.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-62.7K- 46.07% |
$1.9M - $2.28M
|
73.4K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-62.8K- 51.71% |
$1.9M - $2.28M
|
58.7K
$3.06M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-66.3K- 23.46% |
$2.01M - $2.41M
|
216K
$11.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-68.6K- 86.78% |
$2.08M - $2.49M
|
10.4K
$545K
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-69.9K- 88.49% |
$2.12M - $2.54M
|
9.09K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-70.7K- 20.11% |
$2.14M - $2.57M
|
281K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-71.1K- 82.13% |
$2.15M - $2.58M
|
15.5K
$807K
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-74.3K- 4.74% |
$2.25M - $2.7M
|
1.49M
$77.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-75.3K- 7.14% |
$2.28M - $2.73M
|
979K
$51.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-77.5K- 5.86% |
$2.35M - $2.81M
|
1.25M
$65M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-78.7K- 49.96% |
$2.38M - $2.86M
|
78.8K
$4.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-82K- 25.65% |
$2.48M - $2.98M
|
238K
$12.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-82.8K- 87.29% |
$2.51M - $3.01M
|
12.1K
$629K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-87.5K- 91.57% |
$2.65M - $3.18M
|
8.06K
$421K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-89.9K- 83.23% |
$2.72M - $3.26M
|
18.1K
$945K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-90.5K- 29.12% |
$2.74M - $3.29M
|
220K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-92.2K- 11.64% |
$2.79M - $3.35M
|
700K
$36.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-95.9K- 5.27% |
$2.91M - $3.48M
|
1.73M
$90M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-98.6K- 1.44% |
$2.99M - $3.58M
|
6.75M
$352M
|