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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-515- 5.01% |
$15.9K - $19.7K
|
9.77K
$480K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-516- 4.92% |
$15.9K - $19.7K
|
9.98K
$490K
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-519Closed |
$16K - $19.8K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-520- 4.86% |
$16K - $19.9K
|
10.2K
$500K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-526- 5.12% |
$16.2K - $20.1K
|
9.75K
$479K
|
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-530- 6.6% |
$16.3K - $20.3K
|
7.5K
$368K
|
|
|
Jul 21, 2022
Q2 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-540- 1.36% |
$16.7K - $20.6K
|
39.1K
$1.92M
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-561- 2.7% |
$17.3K - $21.4K
|
20.2K
$993K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-563- 15.58% |
$17.4K - $21.5K
|
3.05K
$150K
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-563- 6.5% |
$17.4K - $21.5K
|
8.1K
$398K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-565- 1.08% |
$17.4K - $21.6K
|
51.9K
$2.55M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-573- 39.76% |
$17.7K - $21.9K
|
868
$42.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-598- 74.75% |
$18.4K - $22.9K
|
202
$9.92K
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-605- 34.24% |
$18.7K - $23.1K
|
1.16K
$57.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-634- 6.22% |
$19.6K - $24.2K
|
9.56K
$470K
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-645- 1.92% |
$19.9K - $24.7K
|
33K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-650- 0.55% |
$20K - $24.8K
|
116K
$5.72M
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-670Closed |
$20.7K - $25.6K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-685- 4.1% |
$21.1K - $26.2K
|
16K
$787K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-685- 5.78% |
$21.1K - $26.2K
|
11.2K
$548K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-690- 13.01% |
$21.3K - $26.4K
|
4.62K
$227K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-694- 0.42% |
$21.4K - $26.5K
|
166K
$8.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-695- 35.9% |
$21.4K - $26.6K
|
1.24K
$60.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-700Closed |
$21.6K - $26.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-700- 3.68% |
$21.6K - $26.8K
|
18.3K
$899K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-721- 4.82% |
$22.2K - $27.6K
|
14.2K
$700K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-724- 4.9% |
$22.3K - $27.7K
|
14.1K
$690K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-735- 1.02% |
$22.7K - $28.1K
|
71.4K
$3.51M
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-736- 3.54% |
$22.7K - $28.1K
|
20K
$984K
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-741- 2.12% |
$22.9K - $28.3K
|
34.3K
$1.68M
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-750- 1.55% |
$23.1K - $28.7K
|
47.6K
$2.34M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-760- 1.64% |
$23.4K - $29K
|
45.5K
$2.24M
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-760- 3.9% |
$23.4K - $29K
|
18.7K
$920K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-764- 3.91% |
$23.6K - $29.2K
|
18.8K
$923K
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-772- 5.21% |
$23.8K - $29.5K
|
14.1K
$690K
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-777Closed |
$24K - $29.7K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-802Closed |
$24.7K - $30.7K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-818- 16.73% |
$25.2K - $31.3K
|
4.07K
$200K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-819- 4.82% |
$25.3K - $31.3K
|
16.2K
$795K
|
|
|
Aug 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-828- 2.5% |
$25.5K - $31.6K
|
32.3K
$1.59M
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-832- 32.04% |
$25.7K - $31.8K
|
1.77K
$86.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-841- 6.26% |
$25.9K - $32.1K
|
12.6K
$619K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-849- 10.29% |
$26.2K - $32.4K
|
7.4K
$363K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-852- 47.65% |
$26.3K - $32.6K
|
936
$46K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-854- 9.68% |
$26.3K - $32.6K
|
7.97K
$391K
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-857- 30.95% |
$26.4K - $32.8K
|
1.91K
$93.9K
|
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-873- 0.65% |
$26.9K - $33.4K
|
133K
$6.53M
|
|
|
Aug 04, 2022
Q2 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-875- 6.73% |
$27K - $33.4K
|
12.1K
$596K
|
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-880- 36.77% |
$27.1K - $33.6K
|
1.51K
$74.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-897- 0.51% |
$27.7K - $34.3K
|
175K
$8.61M
|