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 20, 2022
Q2 2022
|
Next Capital Management LLC
|
SELL
|
- |
-59- 0.02% |
$1.82K - $2.25K
|
246K
$12M
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-60- 92.31% |
$1.85K - $2.29K
|
5
$245
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-73- 0.24% |
$2.25K - $2.79K
|
30.4K
$1.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-78- 0.98% |
$2.41K - $2.98K
|
7.9K
$387K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-83- 0.91% |
$2.56K - $3.17K
|
9.04K
$443K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-83- 0.49% |
$2.56K - $3.17K
|
16.9K
$829K
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-84- 1.24% |
$2.59K - $3.21K
|
6.69K
$328K
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-90- 0.18% |
$2.78K - $3.44K
|
49.8K
$2.44M
|
|
|
Jul 29, 2022
Q2 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-90- 0.58% |
$2.78K - $3.44K
|
15.4K
$753K
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-95- 0.31% |
$2.93K - $3.63K
|
30.5K
$1.49M
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-96- 2.94% |
$2.96K - $3.67K
|
3.17K
$155K
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-100- 6.18% |
$3.08K - $3.82K
|
1.52K
$74.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 3.14% |
$3.08K - $3.82K
|
3.08K
$151K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-100- 0.93% |
$3.08K - $3.82K
|
10.7K
$524K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-100- 1.2% |
$3.08K - $3.82K
|
8.26K
$404K
|
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-100- 0.28% |
$3.08K - $3.82K
|
36.2K
$1.77M
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-101- 2.19% |
$3.11K - $3.86K
|
4.51K
$221K
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-102- 1.04% |
$3.15K - $3.9K
|
9.68K
$474K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-105Closed |
$3.24K - $4.01K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-105- 0.07% |
$3.24K - $4.01K
|
154K
$7.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-108- 4.05% |
$3.33K - $4.13K
|
2.56K
$125K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-110- 0.17% |
$3.39K - $4.2K
|
66.4K
$3.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-110- 1.5% |
$3.39K - $4.2K
|
7.2K
$353K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-115- 0.82% |
$3.55K - $4.4K
|
13.9K
$680K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-119Closed |
$3.67K - $4.55K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-123- 1.05% |
$3.79K - $4.7K
|
11.6K
$569K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-130- 26.53% |
$4.01K - $4.97K
|
360
$17.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-132- 0.42% |
$4.07K - $5.05K
|
31.1K
$1.52M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-150Closed |
$4.63K - $5.73K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-152Closed |
$4.69K - $5.81K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-165- 0.6% |
$5.09K - $6.31K
|
27.2K
$1.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-169- 1.31% |
$5.21K - $6.46K
|
12.7K
$622K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-176- 5.86% |
$5.43K - $6.73K
|
2.83K
$139K
|
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-182- 2.63% |
$5.61K - $6.96K
|
6.73K
$330K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-182- 0.5% |
$5.61K - $6.96K
|
36.5K
$1.79M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-185- 12.68% |
$5.71K - $7.07K
|
1.27K
$62.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-191- 1.82% |
$5.89K - $7.3K
|
10.3K
$504K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-200- 2.08% |
$6.17K - $7.64K
|
9.4K
$461K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-200- 2.75% |
$6.17K - $7.64K
|
7.06K
$346K
|
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-200- 1.3% |
$6.17K - $7.64K
|
15.2K
$747K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-207- 0.14% |
$6.38K - $7.91K
|
147K
$7.18M
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-215- 0.38% |
$6.63K - $8.22K
|
56.5K
$2.77M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-223- 1.82% |
$6.88K - $8.52K
|
12K
$588K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-229- 9.71% |
$7.06K - $8.75K
|
2.13K
$104K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-229- 28.13% |
$7.06K - $8.75K
|
585
$28.7K
|
|
|
Jul 08, 2022
Q2 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-241- 1.2% |
$7.43K - $9.21K
|
19.8K
$972K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-242- 6.1% |
$7.46K - $9.25K
|
3.73K
$182K
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-243- 1.39% |
$7.49K - $9.29K
|
17.2K
$843K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-243- 1.82% |
$7.49K - $9.29K
|
13.1K
$641K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-245Closed |
$7.56K - $9.36K
|
0
$0
|