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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.51K+ 3.29% |
$167K - $197K
|
173K
$8.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.49K+ 1.61% |
$167K - $196K
|
346K
$17M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.37K+ 9.62% |
$163K - $192K
|
61.2K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.35K+ 3.55% |
$162K - $192K
|
156K
$7.64M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.22K+ 24.18% |
$159K - $187K
|
26.8K
$1.31M
|
|
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
BUY
|
- |
5.14K+ 12.41% |
$156K - $184K
|
46.5K
$2.28M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
5.03K+ 5.25% |
$153K - $180K
|
101K
$4.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.02K+ 16.27% |
$152K - $180K
|
35.9K
$1.76M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
5K+ 9.7% |
$152K - $179K
|
56.6K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.94K+ 7.87% |
$150K - $177K
|
67.6K
$3.31M
|
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
4.93K+ 3.81% |
$150K - $177K
|
134K
$6.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
4.76K+ 1.73% |
$145K - $170K
|
280K
$13.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.74K+ 28.71% |
$144K - $170K
|
21.3K
$1.04M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.74K+ 15.03% |
$144K - $170K
|
36.3K
$1.78M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4.57K+ 16.05% |
$139K - $164K
|
33K
$1.62M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.54K+ 50.18% |
$138K - $163K
|
13.6K
$665K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.51K+ 11.48% |
$137K - $161K
|
43.7K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.49K+ 2.06% |
$136K - $161K
|
222K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.37K+ 6.87% |
$133K - $156K
|
68K
$3.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.33K+ 30.76% |
$131K - $155K
|
18.4K
$901K
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.29K+ 7.23% |
$130K - $154K
|
63.6K
$3.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.27K+ 4.91% |
$129K - $153K
|
91.2K
$4.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.22K+ 5.2% |
$128K - $151K
|
85.4K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.22KNew |
$128K - $151K
|
4.22K
$206K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.18K+ 37.49% |
$127K - $150K
|
15.3K
$752K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
4.18K+ 5.16% |
$127K - $150K
|
85.1K
$4.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4.12K+ 4.3% |
$125K - $148K
|
99.9K
$4.89M
|
|
|
Nov 04, 2022
Q3 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
4.06K+ 2.22% |
$123K - $145K
|
187K
$9.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.86K+ 33.51% |
$117K - $138K
|
15.4K
$753K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
3.83K+ 56.22% |
$116K - $137K
|
10.6K
$521K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.74K+ 53.26% |
$114K - $134K
|
10.8K
$528K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3.74K+ 4.18% |
$113K - $134K
|
93.2K
$4.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.65K+ 5.28% |
$111K - $131K
|
72.7K
$3.56M
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.64K+ 2.2% |
$111K - $130K
|
169K
$8.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.64K+ 1.0% |
$110K - $130K
|
367K
$18M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
3.64K+ 15.57% |
$110K - $130K
|
27K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.53K+ 33.88% |
$107K - $127K
|
14K
$684K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.49K+ 1.13% |
$106K - $125K
|
311K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.25K+ 10.02% |
$98.6K - $116K
|
35.7K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.15K+ 1.75% |
$95.6K - $113K
|
183K
$8.96M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
3.15K+ 3.26% |
$95.5K - $113K
|
99.8K
$4.89M
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.11K+ 13.1% |
$94.4K - $111K
|
26.9K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.1K+ 3.9% |
$94.1K - $111K
|
82.6K
$4.05M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.95K+ 5.18% |
$89.4K - $105K
|
59.8K
$2.93M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.94K+ 3.3% |
$89.3K - $105K
|
92.1K
$4.51M
|
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.93K+ 2.25% |
$88.8K - $105K
|
133K
$6.52M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.88K+ 4.6% |
$87.3K - $103K
|
65.4K
$3.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
2.84K+ 26.06% |
$86.3K - $102K
|
13.8K
$674K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.83K+ 4.28% |
$86K - $101K
|
69.1K
$3.38M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
2.8K+ 2.29% |
$85K - $100K
|
125K
$6.13M
|