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
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-7.12K- 35.86% |
$216K - $255K
|
12.7K
$624K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
SELL
|
- |
-7.15K- 38.5% |
$217K - $256K
|
11.4K
$559K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.24K- 6.96% |
$220K - $259K
|
96.8K
$4.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-7.4K- 20.52% |
$225K - $265K
|
28.6K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7.51K- 6.77% |
$228K - $269K
|
103K
$5.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.66K- 16.14% |
$232K - $274K
|
39.8K
$1.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-7.68K- 8.5% |
$233K - $275K
|
82.7K
$4.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7.78K- 40.34% |
$236K - $279K
|
11.5K
$564K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-7.89K- 9.36% |
$239K - $282K
|
76.4K
$3.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.98K- 10.44% |
$242K - $286K
|
68.5K
$3.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-8.36K- 6.28% |
$254K - $299K
|
125K
$6.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.44K- 26.6% |
$256K - $302K
|
23.3K
$1.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-8.49K- 56.12% |
$258K - $304K
|
6.64K
$325K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.69K- 15.92% |
$264K - $311K
|
45.9K
$2.25M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.69K- 12.11% |
$264K - $311K
|
63.1K
$3.09M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-8.8K- 20.3% |
$267K - $315K
|
34.6K
$1.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-8.98K- 96.94% |
$273K - $322K
|
283
$13.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-9K- 5.45% |
$273K - $322K
|
156K
$7.65M
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-9.12K- 65.43% |
$277K - $327K
|
4.82K
$236K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-9.45K- 6.15% |
$287K - $338K
|
144K
$7.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-9.59K- 2.19% |
$291K - $344K
|
429K
$21M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.75K- 14.37% |
$296K - $349K
|
58.1K
$2.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-9.79K- 11.47% |
$297K - $351K
|
75.6K
$3.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-9.8K- 12.42% |
$298K - $351K
|
69.1K
$3.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.84K- 72.58% |
$299K - $352K
|
3.72K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-10K- 82.59% |
$304K - $358K
|
2.11K
$103K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-10K- 3.61% |
$304K - $358K
|
267K
$13.1M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.6K- 48.04% |
$320K - $378K
|
11.4K
$559K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10.6K- 7.18% |
$321K - $378K
|
136K
$6.68M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-10.8K- 42.32% |
$326K - $385K
|
14.7K
$718K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.8K- 42.32% |
$326K - $385K
|
14.7K
$718K
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-10.9K- 20.84% |
$332K - $392K
|
41.6K
$2.04M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-11K- 11.71% |
$335K - $396K
|
83.3K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-11.3K- 1.06% |
$342K - $404K
|
1.05M
$51.7M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-11.6K- 40.99% |
$352K - $416K
|
16.7K
$819K
|
|
|
Nov 14, 2022
Q3 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-12K- 0.14% |
$364K - $430K
|
8.6M
$421M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-12.2K- 11.86% |
$371K - $437K
|
90.8K
$4.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12.2K- 85.81% |
$371K - $438K
|
2.02K
$99.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.2K- 4.91% |
$371K - $438K
|
237K
$11.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-12.2K- 17.14% |
$371K - $438K
|
59.2K
$2.9M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12.3K- 21.81% |
$372K - $439K
|
43.9K
$2.15M
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-12.6K- 54.89% |
$382K - $451K
|
10.3K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-12.7K- 7.52% |
$385K - $454K
|
156K
$7.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-12.8K- 49.26% |
$387K - $457K
|
13.1K
$644K
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-12.9K- 44.28% |
$393K - $464K
|
16.3K
$798K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-13K- 18.61% |
$393K - $464K
|
56.7K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-13.5K- 34.22% |
$410K - $484K
|
26K
$1.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-13.6K- 33.37% |
$413K - $488K
|
27.2K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-13.6K- 35.69% |
$414K - $489K
|
24.6K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13.7K- 5.01% |
$416K - $490K
|
260K
$12.7M
|