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 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
45.3K+ 29.62% |
$1.37M - $1.65M
|
198K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
45.1K+ 302.37% |
$1.37M - $1.64M
|
60.1K
$3.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
44.3K+ 139.37% |
$1.34M - $1.61M
|
76K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
44.1K+ 152.41% |
$1.33M - $1.6M
|
73K
$3.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
43.9KNew |
$1.33M - $1.59M
|
43.9K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
43.5KNew |
$1.32M - $1.58M
|
43.5K
$2.27M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.7KNew |
$1.29M - $1.55M
|
42.7K
$2.23M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
42.4KNew |
$1.28M - $1.54M
|
42.4K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc LLC
|
BUY
|
- |
42.4KNew |
$1.28M - $1.54M
|
42.4K
$2.21M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
41.8KNew |
$1.27M - $1.52M
|
41.8K
$2.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
41KNew |
$1.24M - $1.49M
|
41K
$2.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40.7K+ 9.67% |
$1.23M - $1.48M
|
461K
$24.1M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
40.6KNew |
$1.23M - $1.47M
|
40.6K
$2.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
40.4K+ 562.39% |
$1.22M - $1.47M
|
47.6K
$2.48M
|
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
39.6KNew |
$1.2M - $1.44M
|
39.6K
$2.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
39.3KNew |
$1.19M - $1.43M
|
39.3K
$2.05M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
38.6KNew |
$1.17M - $1.4M
|
38.6K
$2.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
37.7K+ 58.18% |
$1.14M - $1.37M
|
103K
$5.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37.2K+ 12.38% |
$1.13M - $1.35M
|
338K
$17.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37.2K+ 33.09% |
$1.13M - $1.35M
|
150K
$7.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
36.4KNew |
$1.1M - $1.32M
|
36.4K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
35.8KNew |
$1.08M - $1.3M
|
35.8K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
35.6K+ 374.41% |
$1.08M - $1.29M
|
45.1K
$2.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35.5KNew |
$1.07M - $1.29M
|
35.5K
$1.85M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
34.7KNew |
$1.05M - $1.26M
|
34.7K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
34.7KNew |
$1.05M - $1.26M
|
34.7K
$1.81M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.4K+ 11.17% |
$1.04M - $1.25M
|
343K
$17.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
34KNew |
$1.03M - $1.24M
|
34K
$1.78M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
33.7KNew |
$1.02M - $1.22M
|
33.7K
$1.76M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
33.6KNew |
$1.02M - $1.22M
|
33.6K
$1.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
33.3K+ 8469.21% |
$1.01M - $1.21M
|
33.7K
$1.76M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
32.7KNew |
$991K - $1.19M
|
32.7K
$1.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
32.3K+ 123.46% |
$979K - $1.17M
|
58.5K
$3.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
32.3KNew |
$978K - $1.17M
|
32.3K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
31.4KNew |
$951K - $1.14M
|
31.4K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
31.2KNew |
$945K - $1.13M
|
31.2K
$1.63M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
30.6KNew |
$926K - $1.11M
|
30.6K
$1.6M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
30.5K+ 9.81% |
$922K - $1.11M
|
341K
$17.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
30.4K+ 83.95% |
$922K - $1.11M
|
66.7K
$3.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
30.4K+ 15.25% |
$920K - $1.1M
|
230K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
30.3KNew |
$919K - $1.1M
|
30.3K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
29.9KNew |
$906K - $1.09M
|
29.9K
$1.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
29.8K+ 36.07% |
$903K - $1.08M
|
113K
$5.87M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
29.7KNew |
$898K - $1.08M
|
29.7K
$1.55M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.4KNew |
$892K - $1.07M
|
29.4K
$1.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
29K+ 293.39% |
$877K - $1.05M
|
38.8K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
28.6K+ 29.58% |
$867K - $1.04M
|
125K
$6.54M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
28.4K+ 153.23% |
$861K - $1.03M
|
47K
$2.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
28.4KNew |
$861K - $1.03M
|
28.4K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
28.3K+ 2331.68% |
$856K - $1.03M
|
29.5K
$1.54M
|