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 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.59K+ 8.96% |
$142K - $176K
|
55.9K
$2.74M
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.51K+ 8.72% |
$139K - $172K
|
56.2K
$2.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.51K+ 28.44% |
$139K - $172K
|
20.4K
$997K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.48K+ 13.09% |
$138K - $171K
|
38.7K
$1.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.41K+ 6.78% |
$136K - $168K
|
69.5K
$3.4M
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
4.27K+ 15.56% |
$132K - $163K
|
31.7K
$1.55M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.27K+ 11.8% |
$132K - $163K
|
40.4K
$1.98M
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.19K+ 6.75% |
$129K - $160K
|
66.3K
$3.25M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.92K+ 13.6% |
$121K - $150K
|
32.7K
$1.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.88K+ 2.65% |
$120K - $148K
|
151K
$7.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.8K+ 27.78% |
$117K - $145K
|
17.5K
$855K
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
3.71K+ 5.15% |
$114K - $142K
|
75.7K
$3.71M
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
3.63K+ 3.22% |
$112K - $139K
|
116K
$5.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.56K+ 16.05% |
$110K - $136K
|
25.8K
$1.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.52K+ 17.96% |
$109K - $135K
|
23.1K
$1.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.41K+ 3.69% |
$105K - $130K
|
95.8K
$4.69M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3.32KNew |
$102K - $127K
|
3.32K
$162K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3.24K+ 3.76% |
$100K - $124K
|
89.5K
$4.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.07K+ 7.67% |
$94.6K - $117K
|
43K
$2.11M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3K+ 617.28% |
$92.5K - $115K
|
3.49K
$171K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.89K+ 5780.0% |
$89.1K - $110K
|
2.94K
$144K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.87K+ 54.02% |
$88.4K - $110K
|
8.17K
$400K
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
2.83KNew |
$87.1K - $108K
|
2.83K
$138K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.82K+ 2.79% |
$86.9K - $108K
|
104K
$5.09M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.8K+ 4.61% |
$86.4K - $107K
|
63.6K
$3.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.76K+ 2.83% |
$85.2K - $106K
|
100K
$4.91M
|
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.75K+ 4.56% |
$84.7K - $105K
|
63.1K
$3.09M
|
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.73K+ 4.51% |
$84.3K - $104K
|
63.3K
$3.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
2.69K+ 16.46% |
$83K - $103K
|
19K
$933K
|
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.68K+ 7.24% |
$82.5K - $102K
|
39.6K
$1.94M
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
2.61K+ 4.75% |
$80.5K - $99.7K
|
57.5K
$2.82M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.55K+ 1.7% |
$78.8K - $97.6K
|
152K
$7.47M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2.55K+ 17.45% |
$78.7K - $97.5K
|
17.2K
$842K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.48K+ 8.13% |
$76.5K - $94.8K
|
33K
$1.62M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2.47KNew |
$76.2K - $94.5K
|
2.47K
$121K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.46K+ 3.19% |
$75.9K - $94K
|
79.5K
$3.89M
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
2.45K+ 24.79% |
$75.5K - $93.6K
|
12.3K
$604K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.43K+ 24.2% |
$75K - $93K
|
12.5K
$612K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
2.41K+ 37.6% |
$74.2K - $92K
|
8.81K
$431K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.36K+ 6.36% |
$72.7K - $90K
|
39.4K
$1.93M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.36K+ 1.17% |
$72.6K - $90K
|
203K
$9.96M
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
2.33K+ 10.88% |
$71.9K - $89.1K
|
23.7K
$1.16M
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.32K+ 13.12% |
$71.4K - $88.5K
|
20K
$978K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.28K+ 4.32% |
$70.3K - $87.1K
|
55.1K
$2.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.28K+ 2278.0% |
$70.3K - $87.1K
|
2.38K
$116K
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 11.52% |
$69.9K - $86.6K
|
21.9K
$1.07M
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
2.25KNew |
$69.5K - $86.1K
|
2.25K
$110K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.12K+ 10.63% |
$65.4K - $81.1K
|
22.1K
$1.08M
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
2.1K+ 6.06% |
$64.8K - $80.3K
|
36.7K
$1.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
2.07K+ 3.64% |
$63.8K - $79.1K
|
58.9K
$2.88M
|