Purchases and Sales Made in Q3 2022 in Financial Sector Spdr (XLF)

XLF Quotes by TradingView

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
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
9.44K
New
$287K - $338K
9.44K $463K
Oct 18, 2022 Q3 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
9.31K
New
$283K - $333K
9.31K $456K
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
9.27K
+ 193.57%
$281K - $332K
14.1K $689K
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
9.13K
+ 69.54%
$277K - $327K
22.3K $1.09M
Oct 18, 2022 Q3 2022
Ritholtz Wealth Management

BUY
 -
9.09K
New
$276K - $325K
9.09K $445K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
8.96K
+ 2.98%
$272K - $321K
310K $15.2M
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
8.87K
+ 8.63%
$269K - $318K
112K $5.47M
Nov 14, 2022 Q3 2022
Elco Management Co., LLC

New York, NY
BUY
 -
8.71K
New
$264K - $312K
8.71K $426K
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
8.69K
+ 18.53%
$264K - $311K
55.6K $2.72M
Nov 09, 2022 Q3 2022
Long Run Wealth Advisors, LLC

BUY
 -
8.48K
+ 4.17%
$257K - $303K
212K $10.4M
Nov 22, 2022 Q3 2022
Smith Chas P & Associates Pa Cpas

BUY
 -
8.38K
New
$254K - $300K
8.38K $411K
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
8.38K
New
$254K - $300K
8.38K $410K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
8.36K
New
$254K - $299K
8.36K $410K
Nov 14, 2022 Q3 2022
Echo Street Capital Management LLC

New York, NY
BUY
 -
8.34K
+ 26.34%
$253K - $299K
40K $1.96M
Oct 11, 2022 Q3 2022
Advisory Resource Group

BUY
 -
8.23K
+ 10.59%
$250K - $295K
86K $4.21M
Nov 14, 2022 Q3 2022
Brown Advisory Inc

BUY
 -
8.08K
+ 15.82%
$245K - $289K
59.2K $2.9M
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
8.05K
+ 38.16%
$244K - $288K
29.1K $1.43M
Oct 14, 2022 Q3 2022
Toth Financial Advisory Corp

BUY
 -
8.01K
+ 7.74%
$243K - $287K
111K $5.46M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
7.91K
+ 36.25%
$240K - $283K
29.7K $1.46M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
7.85K
New
$238K - $281K
7.85K $384K
Nov 01, 2022 Q3 2022
Latitude Advisors, LLC

BUY
 -
7.83K
New
$238K - $280K
7.83K $384K
Nov 01, 2022 Q3 2022
Hartline Investment Corp

Winnetka, IL
BUY
 -
7.83K
New
$238K - $280K
7.83K $384K
Oct 25, 2022 Q3 2022
First Merchants Corp

BUY
 -
7.71K
+ 7.9%
$234K - $276K
105K $5.16M
Oct 31, 2022 Q3 2022
Farmers & Merchants Investments Inc

BUY
 -
7.45K
+ 506.53%
$226K - $267K
8.92K $437K
Nov 14, 2022 Q3 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
7.44K
New
$226K - $266K
7.44K $365K
Nov 14, 2022 Q3 2022
Bayview Asset Management, LLC

Coral Gables, FL
BUY
 -
7.37K
+ 16.38%
$224K - $264K
52.3K $2.56M
Nov 14, 2022 Q3 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
7.33K
New
$222K - $262K
7.33K $359K
Oct 25, 2022 Q3 2022
Sonata Capital Group Inc

BUY
 -
7.25K
New
$220K - $260K
7.25K $355K
Jan 25, 2023 Q3 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
7.24K
+ 82.64%
$220K - $259K
16K $784K
Nov 14, 2022 Q3 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
7.21K
+ 39.06%
$219K - $258K
25.7K $1.26M
Nov 14, 2022 Q3 2022
Alphadyne Asset Management LP

New York, NY
BUY
 -
7.18K
New
$218K - $257K
7.18K $352K
Nov 14, 2022 Q3 2022
Deep Currents Investment Group LLC

New York, NY
BUY
 -
7.09K
+ 17.81%
$215K - $254K
46.9K $2.3M
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
7K
+ 43.15%
$212K - $251K
23.2K $1.14M
Oct 12, 2022 Q3 2022
Btr Capital Management Inc

BUY
 -
6.99K
New
$212K - $250K
6.99K $342K
Oct 20, 2022 Q3 2022
Colton Groome Financial Advisors, LLC

BUY
 -
6.98K
New
$212K - $250K
6.98K $342K
Nov 16, 2022 Q3 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
6.97K
+ 31.91%
$212K - $250K
28.8K $1.41M
Oct 26, 2022 Q3 2022
Bouchey Financial Group LTD

BUY
 -
6.79K
New
$206K - $243K
6.79K $333K
Nov 09, 2022 Q3 2022
Mma Asset Management LLC

New York, NY
BUY
 -
6.77K
+ 17.05%
$205K - $242K
46.5K $2.28M
Nov 01, 2022 Q3 2022
Financial Counselors Inc

BUY
 -
6.76K
+ 5.87%
$205K - $242K
122K $5.97M
Oct 26, 2022 Q3 2022
Financial Insights, Inc.

BUY
 -
6.7K
New
$203K - $240K
6.7K $328K
Nov 14, 2022 Q3 2022
Private Capital Management, LLC

Naples, FL
BUY
 -
6.57K
New
$200K - $235K
6.57K $322K
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
6.3K
+ 10.59%
$191K - $226K
65.8K $3.22M
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
6.28K
+ 5.44%
$191K - $225K
122K $5.97M
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
6.14K
+ 11.99%
$186K - $220K
57.3K $2.81M
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
6.06K
+ 25.52%
$184K - $217K
29.8K $1.46M
Nov 10, 2022 Q3 2022
Miramar Capital, LLC

BUY
 -
5.99K
New
$182K - $215K
5.99K $293K
Oct 28, 2022 Q3 2022
Country Club Bank

BUY
 -
5.95K
+ 12.85%
$181K - $213K
52.3K $2.56M
Nov 14, 2022 Q3 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
5.79K
+ 4.32%
$176K - $207K
140K $6.85M
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
5.53K
+ 5.98%
$168K - $198K
98.1K $4.8M

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