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 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.46K+ 23.07% |
$44.2K - $52.1K
|
7.77K
$381K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
1.45K+ 1.84% |
$44.1K - $52K
|
80.4K
$3.94M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.44K+ 6.29% |
$43.8K - $51.7K
|
24.4K
$1.2M
|
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.43K+ 1.87% |
$43.4K - $51.1K
|
77.9K
$3.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.42K+ 4.34% |
$43.1K - $50.8K
|
34.1K
$1.67M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$42.5K - $50.1K
|
1.4K
$68.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.36KNew |
$41.1K - $48.5K
|
1.36K
$66.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.35K+ 143.8% |
$40.9K - $48.2K
|
2.28K
$112K
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.34K+ 88.7% |
$40.7K - $48.1K
|
2.86K
$140K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.33K+ 9.97% |
$40.3K - $47.5K
|
14.6K
$717K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 15.66% |
$40K - $47.2K
|
9.73K
$477K
|
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.28K+ 0.44% |
$38.8K - $45.8K
|
291K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.23KNew |
$37.4K - $44.1K
|
1.23K
$60.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.21KNew |
$36.8K - $43.4K
|
1.21K
$59.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.21K+ 6.61% |
$36.8K - $43.4K
|
19.5K
$956K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.2K+ 6.67% |
$36.4K - $43K
|
19.2K
$941K
|
|
|
Oct 13, 2022
Q3 2022
|
Brave Asset Management Inc
|
BUY
|
- |
1.15K+ 7.31% |
$34.9K - $41.2K
|
16.9K
$827K
|
|
|
Oct 26, 2022
Q3 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.15K+ 13.49% |
$34.9K - $41.1K
|
9.66K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.13K+ 3.6% |
$34.4K - $40.6K
|
32.6K
$1.6M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.13K+ 36.36% |
$34.3K - $40.5K
|
4.24K
$208K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.13K+ 6.5% |
$34.2K - $40.4K
|
18.5K
$904K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.06K+ 1.2% |
$32.1K - $37.8K
|
89.1K
$4.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.05K+ 16.35% |
$31.8K - $37.5K
|
7.46K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.03K+ 3.61% |
$31.2K - $36.8K
|
29.5K
$1.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
997+ 7.16% |
$30.3K - $35.7K
|
14.9K
$731K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
990+ 11.46% |
$30.1K - $35.5K
|
9.63K
$472K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
952+ 13.7% |
$28.9K - $34.1K
|
7.9K
$387K
|
|
|
Nov 01, 2022
Q3 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
939+ 0.21% |
$28.5K - $33.6K
|
439K
$21.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
931+ 5.12% |
$28.3K - $33.3K
|
19.1K
$937K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
890+ 5.18% |
$27K - $31.9K
|
18.1K
$885K
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
890+ 5.16% |
$27K - $31.9K
|
18.1K
$889K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
887+ 0.9% |
$26.9K - $31.8K
|
99.5K
$4.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
885+ 1.17% |
$26.9K - $31.7K
|
76.6K
$3.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
863+ 4.37% |
$26.2K - $30.9K
|
20.6K
$1.01M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
855+ 2.23% |
$26K - $30.6K
|
39.2K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
850+ 7.93% |
$25.8K - $30.4K
|
11.6K
$567K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
850+ 8.52% |
$25.8K - $30.4K
|
10.8K
$530K
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
849+ 6.82% |
$25.8K - $30.4K
|
13.3K
$652K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
846+ 2.67% |
$25.7K - $30.3K
|
32.6K
$1.6M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
834+ 3.19% |
$25.3K - $29.9K
|
27K
$1.32M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
813+ 2.13% |
$24.7K - $29.1K
|
39.1K
$1.91M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
807+ 5.25% |
$24.5K - $28.9K
|
16.2K
$793K
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
768+ 1.5% |
$23.3K - $27.5K
|
52.1K
$2.55M
|
|
|
Oct 18, 2022
Q3 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
767+ 0.89% |
$23.3K - $27.5K
|
87.2K
$4.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
760+ 2.04% |
$23.1K - $27.2K
|
37.9K
$1.86M
|
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
760+ 13.4% |
$23.1K - $27.2K
|
6.43K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
760+ 0.97% |
$23.1K - $27.2K
|
79.1K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
742+ 4.05% |
$22.5K - $26.6K
|
19.1K
$935K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
728+ 2.49% |
$22.1K - $26.1K
|
30K
$1.47M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
723+ 1.56% |
$22K - $25.9K
|
47.1K
$2.31M
|