Purchases and Sales Made in Q2 2022 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.07% |
$154 - $191
|
7.06K
$355K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.24% |
$154 - $191
|
2.07K
$104K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$123 - $153
|
9.21K
$463K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
4+ 0.01% |
$123 - $153
|
38.6K
$1.94M
|
|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
4+ 0.06% |
$123 - $153
|
6.72K
$338K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.55% |
$123 - $153
|
731
$36.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$92.5 - $115
|
18.9K
$951K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.54% |
$92.5 - $115
|
554
$27.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
3+ 0.04% |
$92.5 - $115
|
7.27K
$365K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$92.5 - $115
|
3.72K
$187K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.34% |
$61.7 - $76.4
|
590
$29.7K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.0% |
$61.7 - $76.4
|
51.2K
$2.57M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
2+ 0.23% |
$61.7 - $76.4
|
866
$43.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2+ 0.03% |
$61.7 - $76.4
|
6.31K
$317K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2+ 0.01% |
$61.7 - $76.4
|
18K
$903K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 0.4% |
$61.7 - $76.4
|
504
$25.3K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.01% |
$30.8 - $38.2
|
8.27K
$416K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$30.8 - $38.2
|
18K
$905K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.26% |
$30.8 - $38.2
|
383
$19.2K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.39% |
$30.8 - $38.2
|
259
$13K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.01% |
$30.8 - $38.2
|
9.99K
$502K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.0% |
$30.8 - $38.2
|
75.7K
$3.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.02% |
$30.8 - $38.2
|
6.55K
$329K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$30.8 - $38.2
|
11.8K
$594K
|
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1+ 0.01% |
$30.8 - $38.2
|
9.58K
$482K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.06% |
$30.8 - $38.2
|
1.64K
$82.6K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1- 0.01% |
$30.8 - $38.2
|
13.4K
$671K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2- -0.0% |
$61.7 - $76.4
|
45.3K
$2.28M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 0.4% |
$154 - $191
|
1.24K
$62.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.08% |
$154 - $191
|
6.03K
$303K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7- 7.78% |
$216 - $268
|
83
$4.17K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-10- 0.07% |
$308 - $382
|
15.2K
$765K
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-15- 0.13% |
$463 - $573
|
11.7K
$587K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-16Closed |
$493 - $612
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-19- 0.05% |
$586 - $726
|
35.2K
$1.77M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-19- 0.22% |
$586 - $726
|
8.69K
$437K
|
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-20- 0.85% |
$617 - $764
|
2.33K
$117K
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-27Closed |
$833 - $1.03K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-31- 0.18% |
$956 - $1.18K
|
16.8K
$845K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-38Closed |
$1.17K - $1.45K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-40- 0.37% |
$1.23K - $1.53K
|
10.7K
$536K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-44Closed |
$1.36K - $1.68K
|
0
$0
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-47- 0.25% |
$1.45K - $1.8K
|
18.8K
$947K
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-48- 0.22% |
$1.48K - $1.83K
|
21.4K
$1.08M
|
|
|
Jul 08, 2022
Q2 2022
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-50- 0.6% |
$1.54K - $1.91K
|
8.3K
$417K
|
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-50- 0.4% |
$1.54K - $1.91K
|
12.3K
$620K
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-50- 0.6% |
$1.54K - $1.91K
|
8.29K
$416K
|