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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7+ 0.1% |
$213 - $251
|
7.33K
$359K
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.03% |
$182 - $215
|
17.2K
$843K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.04% |
$182 - $215
|
14.4K
$707K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.53% |
$182 - $215
|
1.14K
$55.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.32% |
$152 - $179
|
1.58K
$77.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5+ 0.07% |
$152 - $179
|
7.33K
$359K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.52% |
$152 - $179
|
972
$47.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.55% |
$121 - $143
|
735
$36K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$121 - $143
|
9.21K
$451K
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.04% |
$91.1 - $107
|
8.27K
$405K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.54% |
$91.1 - $107
|
557
$27.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$91.1 - $107
|
6.72K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.2% |
$91.1 - $107
|
1.53K
$75.1K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.46% |
$91.1 - $107
|
652
$31.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$60.7 - $71.6
|
14.4K
$704K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.14% |
$60.7 - $71.6
|
1.39K
$68.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$60.7 - $71.6
|
6.03K
$295K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.3% |
$60.7 - $71.6
|
661
$32.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.02% |
$60.7 - $71.6
|
12.7K
$622K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$30.4 - $35.8
|
591
$29K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
1+ 0.12% |
$30.4 - $35.8
|
867
$42.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.02% |
$30.4 - $35.8
|
6.55K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.24% |
$30.4 - $35.8
|
411
$20.1K
|
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1+ 0.01% |
$30.4 - $35.8
|
12.2K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1+ 0.01% |
$30.4 - $35.8
|
9.58K
$469K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 2.5% |
$30.4 - $35.8
|
39
$1.91K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3- 0.01% |
$91.1 - $107
|
20.9K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3- 0.04% |
$91.1 - $107
|
8.25K
$404K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-10- 0.09% |
$304 - $358
|
10.7K
$522K
|
|
|
Nov 08, 2022
Q3 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-10- 0.13% |
$304 - $358
|
7.96K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 1.01% |
$334 - $394
|
1.08K
$52.7K
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-12- 0.02% |
$364 - $430
|
63.3K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-12- 0.02% |
$364 - $430
|
63.4K
$3.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-15- 0.01% |
$455 - $537
|
162K
$7.93M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-25- 0.12% |
$759 - $895
|
21.6K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-25- 0.11% |
$759 - $895
|
23.1K
$1.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-27- 0.37% |
$820 - $967
|
7.32K
$358K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-30- 15.0% |
$911 - $1.07K
|
170
$8.33K
|
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-30- 0.42% |
$911 - $1.07K
|
7.09K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-31- 0.12% |
$941 - $1.11K
|
26.4K
$1.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-39- 0.33% |
$1.18K - $1.4K
|
11.7K
$571K
|
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-40- 0.16% |
$1.21K - $1.43K
|
24.2K
$1.19M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-41- 95.35% |
$1.24K - $1.47K
|
2
$98
|
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-47- 0.07% |
$1.43K - $1.68K
|
67.9K
$3.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-47- 0.65% |
$1.43K - $1.68K
|
7.21K
$353K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-49- 0.73% |
$1.49K - $1.75K
|
6.64K
$325K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-49- 23.44% |
$1.49K - $1.75K
|
160
$7.84K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-50- 1.7% |
$1.52K - $1.79K
|
2.89K
$142K
|