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 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
101K+ 47.19% |
$3.07M - $3.62M
|
316K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
98.7KNew |
$3M - $3.53M
|
98.7K
$4.84M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
98.1K+ 37.76% |
$2.98M - $3.51M
|
358K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
97.1K+ 429.36% |
$2.95M - $3.48M
|
120K
$5.86M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
93.5K+ 30.11% |
$2.84M - $3.35M
|
404K
$19.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
92.3KNew |
$2.8M - $3.31M
|
92.3K
$4.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
79KNew |
$2.4M - $2.83M
|
79K
$3.87M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
77.8KNew |
$2.36M - $2.79M
|
77.8K
$3.81M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
75.6K+ 3.94% |
$2.3M - $2.71M
|
1.99M
$97.7M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74.4K+ 26.3% |
$2.26M - $2.67M
|
357K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
70KNew |
$2.12M - $2.51M
|
70K
$3.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
68.1K+ 140.82% |
$2.07M - $2.44M
|
116K
$5.71M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
67.9K+ 7.58% |
$2.06M - $2.43M
|
963K
$47.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
62.5K+ 25.45% |
$1.9M - $2.24M
|
308K
$15.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
61.6KNew |
$1.87M - $2.21M
|
61.6K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56.9K+ 16.61% |
$1.73M - $2.04M
|
400K
$19.6M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56.4K+ 22.21% |
$1.71M - $2.02M
|
311K
$15.2M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
54.9K+ 24.13% |
$1.67M - $1.97M
|
282K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
53.5K+ 30.32% |
$1.63M - $1.92M
|
230K
$11.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Univest Financial Corp
|
BUY
|
- |
52.5KNew |
$1.59M - $1.88M
|
52.5K
$2.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
52.2KNew |
$1.58M - $1.87M
|
52.2K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
51.9KNew |
$1.58M - $1.86M
|
51.9K
$2.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
51.7K+ 30.23% |
$1.57M - $1.85M
|
223K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
51K+ 37.57% |
$1.55M - $1.83M
|
187K
$9.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
50.9K+ 30.76% |
$1.55M - $1.82M
|
216K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
49.5KNew |
$1.5M - $1.77M
|
49.5K
$2.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
49.2K+ 157.28% |
$1.49M - $1.76M
|
80.5K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
48.4K+ 8.17% |
$1.47M - $1.73M
|
641K
$31.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
48.1K+ 8.67% |
$1.46M - $1.72M
|
603K
$29.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.4K+ 17.0% |
$1.44M - $1.7M
|
326K
$16M
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
47.1K+ 1082.09% |
$1.43M - $1.69M
|
51.5K
$2.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
46.2K+ 8.05% |
$1.4M - $1.66M
|
621K
$30.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
45.8K+ 16.99% |
$1.39M - $1.64M
|
315K
$15.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44.5K+ 37.4% |
$1.35M - $1.59M
|
163K
$8M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
41.5K+ 54.03% |
$1.26M - $1.49M
|
118K
$5.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
40KNew |
$1.21M - $1.43M
|
40K
$1.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
38.7K+ 16.17% |
$1.18M - $1.39M
|
278K
$13.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
38.3K+ 11.18% |
$1.16M - $1.37M
|
381K
$18.7M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.7K+ 32.65% |
$1.02M - $1.21M
|
137K
$6.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
33.4K+ 2623.08% |
$1.01M - $1.2M
|
34.7K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
32.1KNew |
$974K - $1.15M
|
32.1K
$1.57M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
31.9K+ 48.52% |
$967K - $1.14M
|
97.5K
$4.78M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
31.8K+ 0.39% |
$966K - $1.14M
|
8.12M
$398M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
31.7K+ 198.22% |
$963K - $1.14M
|
47.7K
$2.34M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
31.6K+ 4.81% |
$958K - $1.13M
|
688K
$33.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
30.7KNew |
$931K - $1.1M
|
30.7K
$1.5M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
27.8KNew |
$843K - $994K
|
27.8K
$1.36M
|
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
26.7K+ 20.12% |
$812K - $958K
|
160K
$7.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
26.7KNew |
$810K - $956K
|
26.7K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
26.6K+ 336.26% |
$807K - $952K
|
34.5K
$1.69M
|