Purchases and Sales Made in Q3 2022 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
94+ 1.12% |
$2.85K - $3.37K
|
8.48K
$415K
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
93+ 0.43% |
$2.82K - $3.33K
|
21.6K
$1.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
86+ 0.28% |
$2.61K - $3.08K
|
31.2K
$1.53M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
83+ 1.22% |
$2.52K - $2.97K
|
6.87K
$337K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
82+ 0.42% |
$2.49K - $2.94K
|
19.4K
$952K
|
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
80+ 0.41% |
$2.43K - $2.86K
|
19.7K
$967K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
79New |
$2.4K - $2.83K
|
79
$3.87K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
77+ 0.13% |
$2.34K - $2.76K
|
61.3K
$3M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
76New |
$2.31K - $2.72K
|
76
$3.72K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
71+ 0.53% |
$2.16K - $2.54K
|
13.6K
$664K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
62+ 0.2% |
$1.88K - $2.22K
|
31.1K
$1.52M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
60+ 0.09% |
$1.82K - $2.15K
|
63.6K
$3.12M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
57+ 5.18% |
$1.73K - $2.04K
|
1.16K
$56.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
57New |
$1.73K - $2.04K
|
57
$2.79K
|
|
|
Nov 16, 2022
Q3 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
57+ 0.16% |
$1.73K - $2.04K
|
35.3K
$1.73M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
52+ 13.58% |
$1.58K - $1.86K
|
435
$21.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
50+ 1000.0% |
$1.52K - $1.79K
|
55
$2.69K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
50+ 87.72% |
$1.52K - $1.79K
|
107
$5.24K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
48+ 0.32% |
$1.46K - $1.72K
|
15.2K
$743K
|
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
45+ 0.26% |
$1.37K - $1.61K
|
17.2K
$842K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
41+ 0.25% |
$1.24K - $1.47K
|
16.7K
$817K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
37+ 0.31% |
$1.12K - $1.32K
|
12K
$590K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
32+ 0.4% |
$972 - $1.15K
|
8.08K
$396K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
31+ 0.16% |
$941 - $1.11K
|
20K
$981K
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
31+ 0.35% |
$941 - $1.11K
|
8.85K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
31+ 0.1% |
$941 - $1.11K
|
32.4K
$1.59M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
30+ 0.23% |
$911 - $1.07K
|
13.1K
$643K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
25+ 0.32% |
$759 - $895
|
7.91K
$388K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
25New |
$759 - $895
|
25
$1.22K
|
|
|
Nov 14, 2022
Q3 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
24+ 0.31% |
$729 - $859
|
7.86K
$385K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
22+ 0.15% |
$668 - $788
|
14.9K
$730K
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
22+ 0.13% |
$668 - $788
|
16.8K
$825K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
19+ 3.8% |
$577 - $680
|
519
$25.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 0.33% |
$577 - $680
|
5.72K
$280K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17+ 0.9% |
$516 - $609
|
1.91K
$93.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.14% |
$516 - $609
|
11.8K
$580K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
16+ 0.42% |
$486 - $573
|
3.82K
$187K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
16+ 0.09% |
$486 - $573
|
18K
$883K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
15+ 0.08% |
$455 - $537
|
18K
$883K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
14+ 0.0% |
$425 - $501
|
2.5M
$122M
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
BUY
|
- |
13+ 0.18% |
$395 - $466
|
7.18K
$352K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
13+ 0.05% |
$395 - $466
|
28.8K
$1.41M
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
11+ 0.06% |
$334 - $394
|
17.6K
$863K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
11+ 0.11% |
$334 - $394
|
9.89K
$484K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.56% |
$304 - $358
|
1.81K
$88.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.51% |
$273 - $322
|
1.77K
$86.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
9+ 0.04% |
$273 - $322
|
25.6K
$1.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
9+ 0.0% |
$273 - $322
|
263K
$12.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
8+ 0.06% |
$243 - $286
|
13.4K
$655K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
7+ 0.03% |
$213 - $251
|
26.2K
$1.28M
|