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 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-3.82K- 4.13% |
$116K - $137K
|
88.7K
$4.35M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-3.83KClosed |
$116K - $137K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4K- 31.91% |
$121K - $143K
|
8.54K
$418K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.02K- 91.33% |
$122K - $144K
|
382
$18.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.05K- 14.02% |
$123K - $145K
|
24.9K
$1.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.1K- 2.43% |
$124K - $147K
|
164K
$8.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-4.13K- 2.18% |
$125K - $148K
|
185K
$9.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.17K- 2.72% |
$126K - $149K
|
149K
$7.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.22K- 2.43% |
$128K - $151K
|
169K
$8.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-4.29K- 2.46% |
$130K - $154K
|
170K
$8.34M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.5KClosed |
$137K - $161K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.51K- 14.25% |
$137K - $161K
|
27.1K
$1.33M
|
|
|
Oct 19, 2022
Q3 2022
|
Kennicott Capital Management LLC
|
SELL
|
- |
-4.58K- 9.54% |
$139K - $164K
|
43.4K
$2.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-4.6K- 33.7% |
$140K - $165K
|
9.05K
$443K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.6K- 7.4% |
$140K - $165K
|
57.6K
$2.82M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.74K- 34.5% |
$144K - $170K
|
9K
$441K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-4.74K- 3.44% |
$144K - $170K
|
133K
$6.53M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-4.79K- 1.76% |
$145K - $172K
|
267K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.86K- 2.21% |
$147K - $174K
|
215K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-4.95K- 0.39% |
$150K - $177K
|
1.26M
$61.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.22K- 13.06% |
$158K - $187K
|
34.7K
$1.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.24K- 27.85% |
$159K - $188K
|
13.6K
$665K
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.33K- 15.12% |
$162K - $191K
|
29.9K
$1.46M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.37K- 43.01% |
$163K - $192K
|
7.12K
$349K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.42K- 1.59% |
$164K - $194K
|
335K
$16.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-5.5K- 31.91% |
$167K - $197K
|
11.7K
$575K
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
SELL
|
- |
-5.53K- 11.63% |
$168K - $198K
|
42K
$2.06M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-5.53K- 1.79% |
$168K - $198K
|
303K
$14.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.63K- 3.05% |
$171K - $202K
|
179K
$8.78M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.67K- 41.75% |
$172K - $203K
|
7.91K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.73K- 40.65% |
$174K - $205K
|
8.36K
$410K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.75K- 7.27% |
$174K - $206K
|
73.3K
$3.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5.89K- 31.03% |
$179K - $211K
|
13.1K
$641K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-5.91K- 5.08% |
$179K - $212K
|
110K
$5.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6K- 31.46% |
$182K - $215K
|
13.1K
$641K
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
SELL
|
- |
-6.17K- 2.51% |
$187K - $221K
|
239K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.33K- 7.96% |
$192K - $227K
|
73.3K
$3.59M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-6.38K- 12.92% |
$194K - $229K
|
43K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.4K- 11.53% |
$194K - $229K
|
49.1K
$2.41M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.45K- 3.93% |
$196K - $231K
|
157K
$7.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.47K- 14.09% |
$196K - $232K
|
39.5K
$1.93M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6.52K- 16.51% |
$198K - $234K
|
33K
$1.62M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-6.55K- 2.4% |
$199K - $235K
|
266K
$13M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-6.6K- 20.89% |
$200K - $236K
|
25K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-6.63K- 8.7% |
$201K - $237K
|
69.5K
$3.41M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.94K- 4.28% |
$211K - $249K
|
155K
$7.61M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.94K- 4.28% |
$211K - $249K
|
155K
$7.61M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.03K- 6.63% |
$213K - $252K
|
99K
$4.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-7.04K- 27.06% |
$214K - $252K
|
19K
$930K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-7.06K- 23.67% |
$214K - $253K
|
22.8K
$1.11M
|