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 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-79K- 17.27% |
$2.4M - $2.83M
|
378K
$18.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-80.4K- 12.47% |
$2.44M - $2.88M
|
564K
$27.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-81.5K- 85.65% |
$2.48M - $2.92M
|
13.7K
$669K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-82K- 47.6% |
$2.49M - $2.94M
|
90.3K
$4.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-83.8K- 28.16% |
$2.55M - $3M
|
214K
$10.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-85.5K- 92.22% |
$2.6M - $3.06M
|
7.21K
$353K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-90.1K- 55.18% |
$2.73M - $3.23M
|
73.2K
$3.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-90.2K- 26.93% |
$2.74M - $3.23M
|
245K
$12M
|
|
|
Oct 31, 2022
Q3 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-90.3K- 63.66% |
$2.74M - $3.23M
|
51.6K
$2.53M
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-92.9K- 60.51% |
$2.82M - $3.33M
|
60.7K
$2.97M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-95.2K- 2.24% |
$2.89M - $3.41M
|
4.16M
$204M
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-95.5K- 21.37% |
$2.9M - $3.42M
|
351K
$17.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
SELL
|
- |
-97K- 37.75% |
$2.95M - $3.48M
|
160K
$7.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-97.5K- 32.62% |
$2.96M - $3.49M
|
201K
$9.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-98.9K- 12.31% |
$3M - $3.54M
|
704K
$34.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
SELL
|
- |
-107K- 1.16% |
$3.26M - $3.84M
|
9.11M
$446M
|
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-119K- 83.57% |
$3.61M - $4.26M
|
23.4K
$1.15M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-120K- 57.72% |
$3.63M - $4.28M
|
87.6K
$4.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-120K- 3.85% |
$3.64M - $4.29M
|
2.99M
$146M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-131K- 33.18% |
$3.98M - $4.69M
|
264K
$12.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-132K- 61.7% |
$4M - $4.72M
|
81.8K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-133K- 58.8% |
$4.03M - $4.76M
|
93.1K
$4.56M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-136K- 99.85% |
$4.12M - $4.86M
|
206
$10.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-138K- 26.16% |
$4.18M - $4.93M
|
388K
$19M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-138K- 89.26% |
$4.19M - $4.94M
|
16.6K
$814K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-139K- 92.74% |
$4.22M - $4.98M
|
10.9K
$533K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-146K- 75.92% |
$4.43M - $5.23M
|
46.3K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-156K- 96.38% |
$4.74M - $5.59M
|
5.85K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-162K- 7.29% |
$4.91M - $5.8M
|
2.06M
$101M
|
|
|
Nov 14, 2022
Q3 2022
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-180K- 62.32% |
$5.47M - $6.45M
|
109K
$5.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-183K- 76.64% |
$5.55M - $6.55M
|
55.7K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-188K- 58.99% |
$5.71M - $6.74M
|
131K
$6.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-191K- 11.1% |
$5.79M - $6.83M
|
1.53M
$74.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-193K- 84.11% |
$5.84M - $6.89M
|
36.4K
$1.78M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-205K- 39.47% |
$6.22M - $7.34M
|
314K
$15.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-231K- 40.57% |
$7.02M - $8.28M
|
339K
$16.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-245K- 18.62% |
$7.44M - $8.77M
|
1.07M
$52.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-304K- 87.71% |
$9.23M - $10.9M
|
42.6K
$2.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-316K- 9.22% |
$9.59M - $11.3M
|
3.11M
$152M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-351K- 63.62% |
$10.7M - $12.6M
|
201K
$9.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-380K- 15.75% |
$11.5M - $13.6M
|
2.03M
$99.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-420K- 44.54% |
$12.8M - $15.1M
|
524K
$25.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-463K- 85.35% |
$14.1M - $16.6M
|
79.5K
$3.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-474K- 95.89% |
$14.4M - $17M
|
20.3K
$995K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-497K- 21.18% |
$15.1M - $17.8M
|
1.85M
$90.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-560K- 73.1% |
$17M - $20.1M
|
206K
$10.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-582K- 30.21% |
$17.7M - $20.8M
|
1.35M
$65.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-639K- 65.99% |
$19.4M - $22.9M
|
329K
$16.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-669K- 48.76% |
$20.3M - $24M
|
703K
$34.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-697K- 19.52% |
$21.2M - $25M
|
2.87M
$141M
|