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
|
Acg Wealth
|
BUY
|
- |
720+ 3.82% |
$21.9K - $25.8K
|
19.5K
$958K
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
706+ 0.18% |
$21.4K - $25.3K
|
391K
$19.2M
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
699+ 2.27% |
$21.2K - $25K
|
31.5K
$1.54M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
678+ 2.04% |
$20.6K - $24.3K
|
33.9K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
678+ 3.33% |
$20.6K - $24.3K
|
21K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
673+ 0.84% |
$20.4K - $24.1K
|
81.2K
$3.98M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
672+ 9.05% |
$20.4K - $24.1K
|
8.1K
$397K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
669+ 2.97% |
$20.3K - $24K
|
23.2K
$1.14M
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
658+ 1.44% |
$20K - $23.6K
|
46.3K
$2.27M
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
657+ 2.14% |
$19.9K - $23.5K
|
31.3K
$1.53M
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
655+ 0.78% |
$19.9K - $23.5K
|
85.1K
$4.17M
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
BUY
|
- |
633+ 2.72% |
$19.2K - $22.7K
|
23.9K
$1.17M
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
630+ 1.99% |
$19.1K - $22.6K
|
32.3K
$1.58M
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
625+ 9.54% |
$19K - $22.4K
|
7.18K
$352K
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
608+ 0.96% |
$18.5K - $21.8K
|
63.7K
$3.12M
|
|
Nov 14, 2022
Q3 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
600+ 2.99% |
$18.2K - $21.5K
|
20.7K
$1.01M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
595+ 3.18% |
$18.1K - $21.3K
|
19.3K
$944K
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
589+ 0.62% |
$17.9K - $21.1K
|
95.6K
$4.68M
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
571+ 2.57% |
$17.3K - $20.4K
|
22.7K
$1.11M
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
570+ 0.69% |
$17.3K - $20.4K
|
83.7K
$4.1M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
546+ 1.49% |
$16.6K - $19.6K
|
37.3K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
538+ 0.95% |
$16.3K - $19.3K
|
57.4K
$2.81M
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
524+ 5.23% |
$15.9K - $18.8K
|
10.5K
$516K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
522+ 1.28% |
$15.8K - $18.7K
|
41.2K
$2.02M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
513+ 1.3% |
$15.6K - $18.4K
|
40K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
504+ 0.75% |
$15.3K - $18K
|
67.8K
$3.32M
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
478+ 4.22% |
$14.5K - $17.1K
|
11.8K
$578K
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
477+ 184.17% |
$14.5K - $17.1K
|
736
$36.1K
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
463+ 0.28% |
$14.1K - $16.6K
|
164K
$8.06M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
457+ 23.44% |
$13.9K - $16.4K
|
2.41K
$118K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
456+ 2.06% |
$13.8K - $16.3K
|
22.6K
$1.11M
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
447+ 1.6% |
$13.6K - $16K
|
28.3K
$1.39M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
432+ 2.3% |
$13.1K - $15.5K
|
19.2K
$942K
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
430+ 0.13% |
$13.1K - $15.4K
|
334K
$16.4M
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
428+ 1.38% |
$13K - $15.3K
|
31.4K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
428+ 0.85% |
$13K - $15.3K
|
51.1K
$2.5M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
414+ 2.11% |
$12.6K - $14.8K
|
20K
$982K
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
411+ 1.12% |
$12.5K - $14.7K
|
37.2K
$1.82M
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
407+ 201.49% |
$12.4K - $14.6K
|
609
$29.8K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
400New |
$12.1K - $14.3K
|
400
$19.6K
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
400New |
$12.1K - $14.3K
|
400
$19.6K
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
394+ 0.54% |
$12K - $14.1K
|
73.9K
$3.62M
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
380+ 3.81% |
$11.5K - $13.6K
|
10.4K
$508K
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
380+ 0.15% |
$11.5K - $13.6K
|
251K
$12.3M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
367+ 2.49% |
$11.1K - $13.1K
|
15.1K
$741K
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
355+ 2.8% |
$10.8K - $12.7K
|
13K
$638K
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
350+ 0.5% |
$10.6K - $12.5K
|
70.1K
$3.43M
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
329+ 4.26% |
$9.99K - $11.8K
|
8.05K
$394K
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
321+ 0.57% |
$9.75K - $11.5K
|
56.6K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
313+ 1.19% |
$9.5K - $11.2K
|
26.6K
$1.3M
|