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 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-228- 2.12% |
$6.92K - $8.16K
|
10.5K
$516K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-235- 1.67% |
$7.13K - $8.42K
|
13.8K
$678K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-243- 1.44% |
$7.38K - $8.7K
|
16.6K
$816K
|
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-250- 2.5% |
$7.59K - $8.95K
|
9.74K
$478K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-250- 0.05% |
$7.59K - $8.95K
|
477K
$23.4M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-250- 0.23% |
$7.59K - $8.95K
|
107K
$5.26M
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-259- 29.84% |
$7.86K - $9.27K
|
609
$29.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-265- 3.27% |
$8.05K - $9.49K
|
7.84K
$385K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-265- 0.59% |
$8.05K - $9.49K
|
44.5K
$2.19M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-272- 1.65% |
$8.26K - $9.74K
|
16.2K
$797K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-275- 0.94% |
$8.35K - $9.85K
|
28.9K
$1.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-277- 2.53% |
$8.41K - $9.92K
|
10.7K
$524K
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-277- 35.65% |
$8.41K - $9.92K
|
500
$24.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-283Closed |
$8.59K - $10.1K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-284- 0.88% |
$8.62K - $10.2K
|
32.1K
$1.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-288- 2.34% |
$8.74K - $10.3K
|
12K
$591K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-295- 1.49% |
$8.96K - $10.6K
|
19.5K
$958K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-299- 1.75% |
$9.08K - $10.7K
|
16.8K
$824K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 2.21% |
$9.11K - $10.7K
|
13.2K
$651K
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-300- 0.53% |
$9.11K - $10.7K
|
56.2K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-302- 0.93% |
$9.17K - $10.8K
|
32.2K
$1.58M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-304- 17.22% |
$9.23K - $10.9K
|
1.46K
$71.7K
|
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-307- 0.18% |
$9.32K - $11K
|
166K
$8.14M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-310- 1.95% |
$9.41K - $11.1K
|
15.6K
$766K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-322- 25.95% |
$9.78K - $11.5K
|
919
$45.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-324- 1.26% |
$9.84K - $11.6K
|
25.3K
$1.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-327- 0.67% |
$9.93K - $11.7K
|
48.4K
$2.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-333- 3.41% |
$10.1K - $11.9K
|
9.43K
$463K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-342- 0.94% |
$10.4K - $12.2K
|
36.2K
$1.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-345- 26.36% |
$10.5K - $12.4K
|
964
$47.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-352- 7.4% |
$10.7K - $12.6K
|
4.41K
$216K
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-353- 2.13% |
$10.7K - $12.6K
|
16.2K
$795K
|
|
|
Nov 09, 2022
Q3 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-357- 2.49% |
$10.8K - $12.8K
|
14K
$687K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-358- 1.98% |
$10.9K - $12.8K
|
17.7K
$871K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-361- 5.11% |
$11K - $12.9K
|
6.7K
$329K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-362- 4.98% |
$11K - $13K
|
6.91K
$339K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-365- 1.9% |
$11.1K - $13.1K
|
18.8K
$925K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-370- 3.17% |
$11.2K - $13.2K
|
11.3K
$555K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-371- 4.0% |
$11.3K - $13.3K
|
8.91K
$437K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-376- 0.35% |
$11.4K - $13.5K
|
107K
$5.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-378- 66.55% |
$11.5K - $13.5K
|
190
$9.33K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-378- 83.26% |
$11.5K - $13.5K
|
76
$3.73K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-381- 1.72% |
$11.6K - $13.6K
|
21.8K
$1.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-396- 3.46% |
$12K - $14.2K
|
11K
$542K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-399- 5.01% |
$12.1K - $14.3K
|
7.57K
$372K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-402- 5.42% |
$12.2K - $14.4K
|
7.01K
$344K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-410- 39.42% |
$12.4K - $14.7K
|
630
$30.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-413- 0.8% |
$12.5K - $14.8K
|
51.5K
$2.53M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-415- 22.31% |
$12.6K - $14.9K
|
1.45K
$71K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-420- 0.6% |
$12.8K - $15K
|
69K
$3.39M
|