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 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.07K+ 12.07% |
$63.7K - $79K
|
19.2K
$940K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.06K+ 4.82% |
$63.6K - $78.8K
|
44.8K
$2.19M
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
2.05K+ 19.08% |
$63.1K - $78.2K
|
12.8K
$625K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.03K+ 2.66% |
$62.5K - $77.4K
|
78.3K
$3.84M
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.03KNew |
$62.5K - $77.4K
|
2.03K
$99.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.02KNew |
$62.2K - $77.1K
|
2.02K
$98.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
BUY
|
- |
1.97K+ 6.39% |
$60.6K - $75.1K
|
32.7K
$1.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.95K+ 4.1% |
$60.2K - $74.6K
|
49.6K
$2.43M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.95K+ 3.97% |
$60.2K - $74.6K
|
51.1K
$2.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.91K+ 11.4% |
$59K - $73.1K
|
18.7K
$915K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.89K+ 6.74% |
$58.2K - $72.2K
|
29.9K
$1.46M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.88KNew |
$57.9K - $71.7K
|
1.88K
$91.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.82K+ 26.84% |
$56.2K - $69.6K
|
8.61K
$422K
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.79K+ 0.59% |
$55.3K - $68.5K
|
305K
$14.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.79K+ 5.75% |
$55.2K - $68.4K
|
32.9K
$1.61M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.79K+ 6.51% |
$55.1K - $68.3K
|
29.2K
$1.43M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
1.78K+ 12.1% |
$54.8K - $68K
|
16.5K
$807K
|
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.76K+ 2.08% |
$54.2K - $67.2K
|
86.4K
$4.23M
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
1.74K+ 5.28% |
$53.7K - $66.5K
|
34.7K
$1.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.64K+ 1.8% |
$50.6K - $62.8K
|
92.7K
$4.54M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.63K+ 10.31% |
$50.1K - $62.1K
|
17.4K
$852K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.62K+ 4.35% |
$49.9K - $61.8K
|
38.8K
$1.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.61K+ 1.87% |
$49.7K - $61.6K
|
88K
$4.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.61K+ 14.51% |
$49.5K - $61.4K
|
12.7K
$621K
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.58K+ 26.2% |
$48.7K - $60.3K
|
7.61K
$373K
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.57K+ 10.88% |
$48.4K - $60K
|
16K
$784K
|
|
|
Aug 08, 2022
Q2 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.56K+ 1.75% |
$48K - $59.5K
|
90.4K
$4.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.53KNew |
$47.2K - $58.5K
|
1.53K
$75K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1.48K+ 1.21% |
$45.5K - $56.4K
|
124K
$6.06M
|
|
|
Apr 24, 2024
Q2 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.43K+ 6.5% |
$44.2K - $54.8K
|
23.5K
$1.15M
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.42KNew |
$43.8K - $54.3K
|
1.42K
$69.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Belmont Capital, LLC
|
BUY
|
- |
1.4K+ 59.85% |
$43.2K - $53.5K
|
3.74K
$183K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.36K+ 3.59% |
$42K - $52.1K
|
39.3K
$1.93M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.36K+ 3.59% |
$42K - $52.1K
|
39.3K
$1.93M
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
1.36K+ 1.94% |
$41.8K - $51.8K
|
71.1K
$3.48M
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.35K+ 11.26% |
$41.6K - $51.6K
|
13.3K
$653K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.32K+ 7.55% |
$40.8K - $50.5K
|
18.8K
$922K
|
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
BUY
|
- |
1.32K+ 0.51% |
$40.6K - $50.3K
|
257K
$12.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.28K+ 0.71% |
$39.4K - $48.8K
|
180K
$8.81M
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
1.27K+ 155.37% |
$39.3K - $48.7K
|
2.09K
$103K
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.27K+ 5.84% |
$39K - $48.4K
|
22.9K
$1.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.27K+ 6.9% |
$39K - $48.3K
|
19.6K
$960K
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.25K+ 44.52% |
$38.6K - $47.8K
|
4.06K
$199K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
1.24K+ 125.71% |
$38.1K - $47.3K
|
2.22K
$109K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.23K+ 185.93% |
$37.9K - $47K
|
1.89K
$92.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.23K+ 7.12% |
$37.8K - $46.9K
|
18.4K
$903K
|
|
|
Jul 14, 2022
Q2 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.23K+ 27.56% |
$37.8K - $46.8K
|
5.67K
$278K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
1.19K+ 1.98% |
$36.7K - $45.5K
|
61.2K
$3M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.16K+ 5.59% |
$35.6K - $44.1K
|
21.8K
$1.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.15K+ 9.02% |
$35.6K - $44.1K
|
13.9K
$683K
|