Purchases and Sales Made in Q2 2022 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
71+ 0.53% |
$2.19K - $2.71K
|
13.5K
$661K
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
71+ 0.11% |
$2.19K - $2.71K
|
63.4K
$3.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
67+ 0.37% |
$2.07K - $2.56K
|
18.2K
$891K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
66+ 0.45% |
$2.04K - $2.52K
|
14.7K
$723K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
65+ 2.5% |
$2K - $2.48K
|
2.67K
$131K
|
|
|
Aug 15, 2022
Q2 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
64+ 0.53% |
$1.97K - $2.45K
|
12.2K
$599K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
59+ 5.3% |
$1.82K - $2.25K
|
1.17K
$57.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
57+ 0.85% |
$1.76K - $2.18K
|
6.78K
$332K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
55+ 19.64% |
$1.7K - $2.1K
|
335
$16.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
54+ 0.05% |
$1.67K - $2.06K
|
98.4K
$4.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
52+ 0.19% |
$1.6K - $1.99K
|
27.4K
$1.34M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
50+ 0.4% |
$1.54K - $1.91K
|
12.5K
$610K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
50+ 0.48% |
$1.54K - $1.91K
|
10.6K
$517K
|
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
50New |
$1.54K - $1.91K
|
50
$2.45K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
46New |
$1.42K - $1.76K
|
46
$2.25K
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
BUY
|
- |
44+ 0.42% |
$1.36K - $1.68K
|
10.6K
$520K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
43New |
$1.33K - $1.64K
|
43
$2.11K
|
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
41+ 0.24% |
$1.26K - $1.57K
|
17.1K
$840K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
40New |
$1.23K - $1.53K
|
40
$1.96K
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
36+ 0.49% |
$1.11K - $1.38K
|
7.32K
$359K
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
35+ 0.1% |
$1.08K - $1.34K
|
34.6K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
32+ 0.12% |
$987 - $1.22K
|
27.8K
$1.36M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32+ 20.0% |
$987 - $1.22K
|
192
$9.41K
|
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
31+ 0.35% |
$956 - $1.18K
|
8.82K
$432K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30+ 17.65% |
$925 - $1.15K
|
200
$9.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
30+ 0.37% |
$925 - $1.15K
|
8.1K
$397K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30+ 17.65% |
$925 - $1.15K
|
200
$9.8K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22+ 0.1% |
$678 - $841
|
23K
$1.13M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
21New |
$648 - $803
|
21
$1.03K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
21+ 0.29% |
$648 - $803
|
7.16K
$351K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 1.72% |
$617 - $764
|
1.18K
$58K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
18+ 0.32% |
$555 - $688
|
5.7K
$279K
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
17+ 0.1% |
$524 - $650
|
17.2K
$845K
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
16+ 0.24% |
$493 - $612
|
6.74K
$330K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
16+ 0.42% |
$493 - $612
|
3.81K
$187K
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.51% |
$463 - $573
|
2.95K
$144K
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.51% |
$463 - $573
|
2.95K
$144K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
14+ 0.08% |
$432 - $535
|
16.6K
$811K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13+ 0.02% |
$401 - $497
|
55.2K
$2.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
12+ 0.16% |
$370 - $459
|
7.67K
$376K
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
12+ 0.12% |
$370 - $459
|
10K
$491K
|
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
11+ 0.15% |
$339 - $420
|
7.17K
$351K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
9+ 0.13% |
$278 - $344
|
6.75K
$331K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.5% |
$278 - $344
|
1.8K
$87.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.05% |
$216 - $268
|
13.3K
$652K
|
|
|
Aug 15, 2022
Q2 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
7+ 0.04% |
$216 - $268
|
17.7K
$866K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.53% |
$185 - $229
|
1.13K
$55.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6+ 0.08% |
$185 - $229
|
7.32K
$359K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.06% |
$154 - $191
|
8.88K
$435K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
5+ 0.04% |
$154 - $191
|
12.9K
$632K
|