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 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-805- 4.67% |
$24.4K - $28.8K
|
16.4K
$805K
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-818- 6.41% |
$24.8K - $29.3K
|
11.9K
$585K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-820- 42.89% |
$24.9K - $29.4K
|
1.09K
$53.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-832- 2.06% |
$25.3K - $29.8K
|
39.6K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-843- 7.61% |
$25.6K - $30.2K
|
10.2K
$501K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-866- 3.69% |
$26.3K - $31K
|
22.6K
$1.11M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-870- 5.78% |
$26.4K - $31.2K
|
14.2K
$694K
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-883- 1.19% |
$26.8K - $31.6K
|
73.3K
$3.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-893- 3.44% |
$27.1K - $32K
|
25.1K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-894- 2.27% |
$27.1K - $32K
|
38.5K
$1.89M
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-900- 4.56% |
$27.3K - $32.2K
|
18.9K
$924K
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
SELL
|
- |
-937- 9.61% |
$28.4K - $33.6K
|
8.82K
$432K
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-960- 2.36% |
$29.1K - $34.4K
|
39.7K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-965- 12.0% |
$29.3K - $34.6K
|
7.08K
$347K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.01K- 0.57% |
$30.5K - $36K
|
174K
$8.55M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.01K- 6.12% |
$30.6K - $36.1K
|
15.5K
$758K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.02K- 5.52% |
$31K - $36.5K
|
17.4K
$855K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-1.03K- 13.29% |
$31.4K - $37K
|
6.74K
$330K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.04K- 7.32% |
$31.7K - $37.3K
|
13.2K
$647K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.05K- 6.13% |
$31.9K - $37.7K
|
16.1K
$790K
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.08K- 9.26% |
$32.6K - $38.5K
|
10.5K
$516K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.09K- 1.85% |
$33K - $38.9K
|
57.8K
$2.83M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 2.82% |
$33.2K - $39.2K
|
37.7K
$1.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.12K- 7.79% |
$33.9K - $39.9K
|
13.2K
$646K
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.15K- 2.2% |
$34.9K - $41.2K
|
51.1K
$2.51M
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.17K- 3.55% |
$35.4K - $41.7K
|
31.6K
$1.55M
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.18K- 2.34% |
$35.7K - $42.1K
|
49K
$2.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.18K- 0.8% |
$35.8K - $42.3K
|
147K
$7.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.19K- 7.23% |
$36K - $42.5K
|
15.2K
$746K
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 2.71% |
$36.2K - $42.7K
|
42.9K
$2.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.2K- 3.07% |
$36.4K - $43K
|
37.9K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.21K- 5.27% |
$36.6K - $43.2K
|
21.6K
$1.06M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.24K- 2.05% |
$37.6K - $44.4K
|
59.1K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.25K- 30.8% |
$38K - $44.8K
|
2.81K
$138K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-1.27K- 60.84% |
$38.7K - $45.6K
|
820
$40.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.28K- 9.14% |
$39K - $46K
|
12.8K
$626K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-1.29K- 7.65% |
$39.2K - $46.3K
|
15.6K
$764K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.3K- 40.35% |
$39.4K - $46.4K
|
1.92K
$93.9K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.3K- 16.9% |
$39.5K - $46.6K
|
6.39K
$313K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-1.3K- 16.9% |
$39.5K - $46.6K
|
6.39K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.32K- 7.82% |
$39.9K - $47.1K
|
15.5K
$760K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.35K- 3.07% |
$40.8K - $48.2K
|
42.4K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.35K- 16.04% |
$41K - $48.3K
|
7.07K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.35K- 4.69% |
$41K - $48.4K
|
27.4K
$1.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.37K- 2.8% |
$41.7K - $49.2K
|
47.7K
$2.34M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.39K- 8.69% |
$42.3K - $49.9K
|
14.6K
$717K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.41K- 15.68% |
$42.7K - $50.3K
|
7.56K
$370K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.42K- 9.63% |
$43.1K - $50.8K
|
13.3K
$652K
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.45K- 1.31% |
$44K - $51.9K
|
109K
$5.36M
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.48K- 4.14% |
$44.9K - $52.9K
|
34.3K
$1.68M
|