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 08, 2022
Q2 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
8.53K+ 7.05% |
$263K - $326K
|
129K
$6.34M
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
8.38KNew |
$259K - $320K
|
8.38K
$411K
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8.04K+ 386.12% |
$248K - $307K
|
10.1K
$496K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
7.97K+ 6.55% |
$246K - $305K
|
130K
$6.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.89K+ 101.39% |
$243K - $301K
|
15.7K
$768K
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
7.81K+ 4.0% |
$241K - $299K
|
203K
$9.95M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.73K+ 78.45% |
$238K - $295K
|
17.6K
$861K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.68K+ 4.58% |
$237K - $294K
|
175K
$8.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.64K+ 4.84% |
$236K - $292K
|
165K
$8.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
7.6K+ 18.63% |
$234K - $290K
|
48.4K
$2.37M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.4K+ 110.63% |
$228K - $283K
|
14.1K
$690K
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.34KNew |
$226K - $281K
|
7.34K
$360K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
7.33KNew |
$226K - $280K
|
7.33K
$359K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
7.32KNew |
$226K - $280K
|
7.32K
$358K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
7.27K+ 115.59% |
$224K - $278K
|
13.6K
$664K
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.11KNew |
$219K - $272K
|
7.11K
$348K
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7K+ 24.98% |
$216K - $268K
|
35K
$1.72M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6.97K+ 67.52% |
$215K - $267K
|
17.3K
$848K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.96K+ 57.4% |
$215K - $266K
|
19.1K
$935K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.85K+ 17.64% |
$211K - $262K
|
45.7K
$2.24M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6.84K+ 241.11% |
$211K - $261K
|
9.67K
$474K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6.79KNew |
$209K - $259K
|
6.79K
$333K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.78K+ 8.46% |
$209K - $259K
|
86.9K
$4.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.76K+ 64.98% |
$209K - $258K
|
17.2K
$841K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.67K+ 16.99% |
$206K - $255K
|
45.9K
$2.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.55K+ 78.08% |
$202K - $250K
|
14.9K
$732K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6.41K+ 62.17% |
$198K - $245K
|
16.7K
$818K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.4K+ 12.41% |
$197K - $245K
|
58K
$2.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
6.39K+ 3.62% |
$197K - $244K
|
183K
$8.96M
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
6.36K+ 8.51% |
$196K - $243K
|
81.1K
$3.97M
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
6.14K+ 1.88% |
$189K - $235K
|
333K
$16.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.11K+ 21.39% |
$188K - $233K
|
34.7K
$1.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
6.05K+ 30.06% |
$187K - $231K
|
26.2K
$1.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.89K+ 11.55% |
$182K - $225K
|
56.9K
$2.79M
|
|
|
Aug 05, 2022
Q2 2022
|
Tamar Securities, LLC
|
BUY
|
- |
5.81K+ 2.19% |
$179K - $222K
|
271K
$13.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.72K+ 7.49% |
$176K - $219K
|
82.1K
$4.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
5.62K+ 3.51% |
$173K - $215K
|
165K
$8.11M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
5.36K+ 1.97% |
$165K - $205K
|
277K
$13.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.35K+ 14.15% |
$165K - $205K
|
43.2K
$2.12M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
5.28K+ 25.28% |
$163K - $202K
|
26.2K
$1.28M
|
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
5.08K+ 4.06% |
$157K - $194K
|
130K
$6.37M
|
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.08K+ 3.15% |
$157K - $194K
|
166K
$8.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
5.03K+ 10.87% |
$155K - $192K
|
51.3K
$2.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.99K+ 4.73% |
$154K - $191K
|
111K
$5.42M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
4.97K+ 4.51% |
$153K - $190K
|
115K
$5.64M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.96K+ 6.25% |
$153K - $190K
|
84.3K
$4.13M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
4.87K+ 4.98% |
$150K - $186K
|
103K
$5.03M
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.74K+ 17.69% |
$146K - $181K
|
31.5K
$1.54M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
4.65K+ 15.53% |
$143K - $178K
|
34.6K
$1.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
4.6K+ 10.16% |
$142K - $176K
|
49.8K
$2.44M
|