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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.37K- 3.73% |
$73.1K - $90.5K
|
61.2K
$3.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.37K- 11.88% |
$73.2K - $90.7K
|
17.6K
$877K
|
|
|
Aug 09, 2022
Q2 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.46K- 14.3% |
$75.8K - $94K
|
14.7K
$734K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.48K- 9.53% |
$76.4K - $94.6K
|
23.5K
$1.17M
|
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-2.53K- 1.35% |
$78.1K - $96.7K
|
185K
$9.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-2.54K- 1.84% |
$78.3K - $97K
|
135K
$6.74M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.57K- 4.08% |
$79.2K - $98.1K
|
60.4K
$3.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.58K- 1.49% |
$79.7K - $98.8K
|
171K
$8.52M
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.62K- 5.18% |
$80.9K - $100K
|
48K
$2.39M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-2.63K- 31.67% |
$81.1K - $100K
|
5.67K
$283K
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.7K- 1.64% |
$83.1K - $103K
|
162K
$8.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.7K- 10.19% |
$83.3K - $103K
|
23.8K
$1.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.76K- 4.74% |
$85.1K - $106K
|
55.5K
$2.76M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.78K- 0.25% |
$85.7K - $106K
|
1.12M
$55.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.8K- 22.43% |
$86.4K - $107K
|
9.7K
$483K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.81K- 28.54% |
$86.6K - $107K
|
7.03K
$350K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.82K- 4.01% |
$86.8K - $108K
|
67.3K
$3.35M
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.88K- 53.64% |
$88.8K - $110K
|
2.49K
$124K
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.9K- 17.41% |
$89.3K - $111K
|
13.7K
$685K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.9K- 0.86% |
$89.4K - $111K
|
334K
$16.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.95KClosed |
$91K - $113K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-2.96K- 8.56% |
$91.2K - $113K
|
31.6K
$1.57M
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-2.98K- 8.08% |
$92K - $114K
|
33.9K
$1.69M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-3K- 1.09% |
$92.4K - $114K
|
272K
$13.5M
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-3KClosed |
$92.5K - $115K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3KClosed |
$92.5K - $115K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.03K- 4.27% |
$93.4K - $116K
|
67.8K
$3.38M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.04K- 6.73% |
$93.7K - $116K
|
42.1K
$2.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.06K- 7.19% |
$94.4K - $117K
|
39.5K
$1.97M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-3.09K- 6.26% |
$95.3K - $118K
|
46.3K
$2.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
SELL
|
- |
-3.12K- 7.02% |
$96.3K - $119K
|
41.4K
$2.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.19K- 24.97% |
$98.5K - $122K
|
9.6K
$478K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-3.21KClosed |
$99K - $123K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3.25K- 14.05% |
$100K - $124K
|
19.8K
$988K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.29K- 4.28% |
$101K - $126K
|
73.6K
$3.67M
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.31K- 8.91% |
$102K - $126K
|
33.8K
$1.68M
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-3.31K- 10.45% |
$102K - $126K
|
28.3K
$1.41M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.31K- 3.54% |
$102K - $126K
|
90.2K
$4.49M
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-3.33K- 1.59% |
$103K - $127K
|
206K
$10.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.34K- 49.91% |
$103K - $128K
|
3.35K
$167K
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.37K- 28.15% |
$104K - $129K
|
8.61K
$429K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 5.02% |
$105K - $130K
|
64.3K
$3.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.43K- 14.39% |
$106K - $131K
|
20.4K
$1.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-3.44KClosed |
$106K - $131K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.55K- 27.64% |
$109K - $136K
|
9.28K
$462K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.56K- 17.82% |
$110K - $136K
|
16.4K
$818K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.56K- 0.19% |
$110K - $136K
|
1.87M
$93M
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-3.58K- 34.45% |
$110K - $137K
|
6.8K
$339K
|
|
|
Jul 25, 2022
Q2 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-3.59K- 32.7% |
$111K - $137K
|
7.38K
$367K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-3.6K- 3.74% |
$111K - $137K
|
92.6K
$4.61M
|