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 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.46K- 13.82% |
$74.7K - $88.1K
|
15.3K
$752K
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.46K- 6.35% |
$74.7K - $88.1K
|
36.3K
$1.78M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.47K- 1.62% |
$75.1K - $88.6K
|
150K
$7.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.54K- 4.47% |
$77.2K - $91.1K
|
54.4K
$2.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.55K- 3.68% |
$77.5K - $91.4K
|
66.9K
$3.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.56K- 22.36% |
$77.7K - $91.6K
|
8.89K
$435K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.56KClosed |
$77.8K - $91.7K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.6K- 3.76% |
$78.8K - $93K
|
66.5K
$3.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.63K- 11.2% |
$79.7K - $94K
|
20.8K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.67K- 4.61% |
$81.2K - $95.8K
|
55.3K
$2.71M
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.69K- 3.44% |
$81.5K - $96.1K
|
75.4K
$3.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.7K- 20.34% |
$81.8K - $96.5K
|
10.6K
$517K
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.7K- 17.73% |
$81.9K - $96.5K
|
12.5K
$613K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-2.7K- 11.37% |
$82.1K - $96.8K
|
21.1K
$1.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.71K- 3.68% |
$82.3K - $97K
|
70.9K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.71K- 2.07% |
$82.3K - $97.1K
|
128K
$6.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.73K- 4.0% |
$82.9K - $97.7K
|
65.5K
$3.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.74K- 7.81% |
$83.2K - $98.2K
|
32.4K
$1.59M
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-2.74K- 73.36% |
$83.3K - $98.2K
|
996
$48.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.77K- 2.04% |
$84.2K - $99.3K
|
133K
$6.53M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-2.78K- 1.35% |
$84.5K - $99.7K
|
203K
$9.97M
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2.8K- 3.87% |
$85K - $100K
|
69.6K
$3.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.85K- 14.1% |
$86.4K - $102K
|
17.3K
$849K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.89K- 29.76% |
$87.6K - $103K
|
6.81K
$334K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.95K- 10.61% |
$89.6K - $106K
|
24.9K
$1.22M
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.96K- 30.52% |
$89.7K - $106K
|
6.73K
$330K
|
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-2.98K- 4.85% |
$90.6K - $107K
|
58.5K
$2.87M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.05K- 22.15% |
$92.4K - $109K
|
10.7K
$524K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.06K- 20.17% |
$92.8K - $109K
|
12.1K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-3.06K- 22.58% |
$93K - $110K
|
10.5K
$514K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-3.08K- 29.14% |
$93.4K - $110K
|
7.49K
$367K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-3.1K- 29.04% |
$94K - $111K
|
7.57K
$371K
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.14K- 32.4% |
$95.2K - $112K
|
6.54K
$320K
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.15K- 30.07% |
$95.6K - $113K
|
7.33K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.17K- 20.25% |
$96.3K - $114K
|
12.5K
$612K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.17K- 20.25% |
$96.3K - $114K
|
12.5K
$612K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.3K- 5.73% |
$100K - $118K
|
54.4K
$2.66M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.31K- 17.64% |
$100K - $118K
|
15.4K
$756K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-3.33K- 14.72% |
$101K - $119K
|
19.3K
$944K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.33K- 9.59% |
$101K - $119K
|
31.3K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.37K- 11.29% |
$102K - $121K
|
26.5K
$1.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-3.4K- 5.16% |
$103K - $122K
|
62.6K
$3.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.44K- 6.26% |
$104K - $123K
|
51.5K
$2.52M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-3.45K- 10.78% |
$105K - $124K
|
28.6K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.57K- 6.19% |
$108K - $128K
|
54.1K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.7K- 7.76% |
$112K - $133K
|
44K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.72K- 20.7% |
$113K - $133K
|
14.3K
$698K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-3.76K- 10.69% |
$114K - $135K
|
31.4K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.8K- 21.74% |
$115K - $136K
|
13.7K
$669K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.82K- 2.92% |
$116K - $137K
|
127K
$6.22M
|