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 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-31.1K- 1.68% |
$945K - $1.11M
|
1.82M
$88.9M
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-31.2K- 10.4% |
$947K - $1.12M
|
269K
$13.2M
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-32.3K- 92.68% |
$980K - $1.16M
|
2.55K
$125K
|
|
Oct 26, 2022
Q3 2022
|
Spartan Fund Management Inc.
|
SELL
|
- |
-32.5K- 43.98% |
$987K - $1.16M
|
41.4K
$2.03M
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-34K- 10.04% |
$1.03M - $1.22M
|
305K
$14.9M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-36.1K- 27.49% |
$1.1M - $1.29M
|
95.2K
$4.66M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-37.7K- 17.33% |
$1.15M - $1.35M
|
180K
$8.82M
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-39.7K- 37.78% |
$1.21M - $1.42M
|
65.4K
$3.21M
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-39.8K- 26.92% |
$1.21M - $1.42M
|
108K
$5.29M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41.1K- 7.19% |
$1.25M - $1.47M
|
531K
$26M
|
|
Nov 14, 2022
Q3 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-41.4K- 7.87% |
$1.26M - $1.48M
|
485K
$23.7M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-42K- 2.08% |
$1.28M - $1.5M
|
1.98M
$97M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-43.2K- 16.92% |
$1.31M - $1.55M
|
212K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-44K- 13.65% |
$1.33M - $1.57M
|
278K
$13.6M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-44K- 13.51% |
$1.34M - $1.58M
|
282K
$13.8M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-44K- 15.13% |
$1.34M - $1.58M
|
247K
$12.1M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-44.1K- 36.39% |
$1.34M - $1.58M
|
77.1K
$3.78M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-44.2K- 28.87% |
$1.34M - $1.58M
|
109K
$5.34M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-45.4K- 71.34% |
$1.38M - $1.63M
|
18.2K
$894K
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-45.4K- 71.35% |
$1.38M - $1.63M
|
18.2K
$893K
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-45.6K- 24.32% |
$1.38M - $1.63M
|
142K
$6.95M
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-45.7K- 2.45% |
$1.39M - $1.63M
|
1.82M
$89.2M
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-47.1K- 36.99% |
$1.43M - $1.69M
|
80.3K
$3.93M
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-47.9K- 63.27% |
$1.45M - $1.71M
|
27.8K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-51.4K- 31.01% |
$1.56M - $1.84M
|
114K
$5.6M
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-52.2K- 47.98% |
$1.59M - $1.87M
|
56.6K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-52.5K- 13.37% |
$1.59M - $1.88M
|
340K
$16.7M
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-54.9K- 6.11% |
$1.67M - $1.97M
|
844K
$41.3M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-55K- 8.98% |
$1.67M - $1.97M
|
558K
$27.3M
|
|
Nov 08, 2022
Q3 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-55.3K- 19.2% |
$1.68M - $1.98M
|
233K
$11.4M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-55.5K- 72.13% |
$1.69M - $1.99M
|
21.5K
$1.05M
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-56.2K- 56.31% |
$1.71M - $2.01M
|
43.6K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-56.4K- 89.19% |
$1.71M - $2.02M
|
6.83K
$335K
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-57.9K- 29.29% |
$1.76M - $2.07M
|
140K
$6.85M
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-58.2K- 50.49% |
$1.77M - $2.09M
|
57.1K
$2.8M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-58.5K- 48.21% |
$1.78M - $2.09M
|
62.8K
$3.08M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-58.9K- 21.17% |
$1.79M - $2.11M
|
219K
$10.7M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-62.6K- 4.64% |
$1.9M - $2.24M
|
1.29M
$63M
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-63.3K- 31.75% |
$1.92M - $2.27M
|
136K
$6.67M
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-63.9K- 43.64% |
$1.94M - $2.29M
|
82.5K
$4.04M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64K- 43.65% |
$1.94M - $2.29M
|
82.6K
$4.04M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-66.4K- 40.58% |
$2.02M - $2.38M
|
97.2K
$4.76M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-67.1K- 59.71% |
$2.04M - $2.4M
|
45.3K
$2.22M
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-68.7K- 1.95% |
$2.09M - $2.46M
|
3.46M
$169M
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-68.7K- 1.95% |
$2.09M - $2.46M
|
3.46M
$169M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-71.5K- 12.65% |
$2.17M - $2.56M
|
494K
$24.2M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-73.3K- 62.54% |
$2.23M - $2.62M
|
43.9K
$2.15M
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-73.5K- 89.04% |
$2.23M - $2.63M
|
9.05K
$444K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-76K- 3.05% |
$2.31M - $2.72M
|
2.41M
$118M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-78KClosed |
$2.37M - $2.79M
|
0
$0
|