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 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-900- 8.44% |
$27.8K - $34.4K
|
9.76K
$480K
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
SELL
|
- |
-901- 4.36% |
$27.8K - $34.4K
|
19.8K
$970K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-915- 2.97% |
$28.2K - $35K
|
29.9K
$1.47M
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-935- 12.23% |
$28.8K - $35.7K
|
6.71K
$330K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-939- 7.08% |
$29K - $35.9K
|
12.3K
$605K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-945- 2.51% |
$29.1K - $36.1K
|
36.8K
$1.81M
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-946- 47.63% |
$29.2K - $36.2K
|
1.04K
$51.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-948- 12.88% |
$29.2K - $36.2K
|
6.41K
$315K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-965- 0.28% |
$29.8K - $36.9K
|
343K
$16.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-967- 8.83% |
$29.8K - $37K
|
9.98K
$490K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-982- 4.45% |
$30.3K - $37.5K
|
21.1K
$1.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1K- 5.41% |
$30.8K - $38.2K
|
17.5K
$859K
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1KClosed |
$30.8K - $38.2K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.02K- 60.68% |
$31.4K - $38.9K
|
659
$32.4K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-1.03K- 11.81% |
$31.8K - $39.4K
|
7.69K
$378K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.03K- 11.81% |
$31.8K - $39.4K
|
7.69K
$378K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-1.05K- 2.62% |
$32.4K - $40.1K
|
39.1K
$1.92M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.06K- 3.25% |
$32.8K - $40.6K
|
31.6K
$1.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.07K- 1.9% |
$32.8K - $40.7K
|
55K
$2.7M
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-1.08K- 10.28% |
$33.4K - $41.4K
|
9.44K
$464K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.08K- 12.04% |
$33.4K - $41.4K
|
7.91K
$388K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.09K- 58.43% |
$33.7K - $41.7K
|
777
$38.2K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.1K- 19.63% |
$33.9K - $42K
|
4.5K
$221K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.11K- 14.42% |
$34.2K - $42.4K
|
6.58K
$323K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.13K- 94.96% |
$34.9K - $43.2K
|
60
$2.95K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.16K- 1.38% |
$35.8K - $44.3K
|
83.1K
$4.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.17K- 11.96% |
$36.2K - $44.8K
|
8.64K
$424K
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.18KClosed |
$36.4K - $45.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.19K- 11.71% |
$36.7K - $45.4K
|
8.96K
$440K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.22K- 7.21% |
$37.6K - $46.6K
|
15.7K
$769K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 9.5% |
$37.7K - $46.8K
|
11.7K
$573K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.23K- 27.65% |
$37.9K - $46.9K
|
3.21K
$158K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.25K- 6.49% |
$38.6K - $47.8K
|
18K
$885K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.25K- 6.49% |
$38.6K - $47.8K
|
18K
$885K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.27K- 3.94% |
$39K - $48.3K
|
30.8K
$1.51M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-1.28K- 14.89% |
$39.3K - $48.7K
|
7.29K
$358K
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.28K- 4.2% |
$39.5K - $49K
|
29.2K
$1.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.28K- 15.02% |
$39.6K - $49K
|
7.26K
$356K
|
|
|
Jul 20, 2022
Q2 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.32K- 2.61% |
$40.6K - $50.3K
|
49.1K
$2.41M
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-1.33K- 2.61% |
$40.9K - $50.6K
|
49.5K
$2.43M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.33K- 10.36% |
$41.1K - $51K
|
11.5K
$567K
|
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.34K- 8.25% |
$41.3K - $51.1K
|
14.9K
$731K
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.37K- 9.92% |
$42.3K - $52.4K
|
12.5K
$611K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.39K- 2.06% |
$42.8K - $53.1K
|
66K
$3.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.4K- 2.06% |
$43.2K - $53.5K
|
66.6K
$3.27M
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-1.41K- 1.89% |
$43.5K - $54K
|
73.5K
$3.61M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.41K- 1.03% |
$43.5K - $54K
|
136K
$6.68M
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-1.47K- 2.15% |
$45.3K - $56.1K
|
66.9K
$3.29M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.47K- 13.19% |
$45.3K - $56.2K
|
9.68K
$475K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.47K- 4.8% |
$45.5K - $56.3K
|
29.2K
$1.44M
|