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 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.62K- 17.86% |
$112K - $138K
|
16.6K
$829K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-3.65K- 15.43% |
$113K - $139K
|
20K
$995K
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.73K- 3.25% |
$115K - $142K
|
111K
$5.52M
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.74K- 31.7% |
$115K - $143K
|
8.05K
$401K
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.76K- 64.74% |
$116K - $144K
|
2.05K
$102K
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.78K- 1.08% |
$117K - $145K
|
347K
$17.3M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-3.83K- 4.52% |
$118K - $146K
|
80.9K
$4.03M
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.95K- 2.6% |
$122K - $151K
|
148K
$7.36M
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.96K- 28.63% |
$122K - $151K
|
9.88K
$492K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.97K- 0.25% |
$123K - $152K
|
1.58M
$78.5M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-3.98K- 11.05% |
$123K - $152K
|
32K
$1.6M
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.98K- 20.89% |
$123K - $152K
|
15.1K
$751K
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.03K- 15.57% |
$124K - $154K
|
21.8K
$1.09M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.05K- 9.67% |
$125K - $155K
|
37.8K
$1.88M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.07K- 2.45% |
$125K - $155K
|
162K
$8.06M
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-4.1K- 1.61% |
$126K - $157K
|
250K
$12.5M
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-4.15K- 14.86% |
$128K - $159K
|
23.8K
$1.18M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.21KClosed |
$130K - $161K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.21K- 28.54% |
$130K - $161K
|
10.5K
$525K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.24K- 7.73% |
$131K - $162K
|
50.6K
$2.52M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.39K- 9.07% |
$135K - $168K
|
44K
$2.19M
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-4.51K- 10.41% |
$139K - $172K
|
38.8K
$1.93M
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4.51K- 20.69% |
$139K - $172K
|
17.3K
$861K
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.6K- 1.69% |
$142K - $176K
|
268K
$13.4M
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-4.74K- 30.74% |
$146K - $181K
|
10.7K
$532K
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.88K- 19.46% |
$150K - $186K
|
20.2K
$1.01M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.9KClosed |
$151K - $187K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-4.91K- 2.49% |
$151K - $188K
|
192K
$9.55M
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-4.97K- 3.6% |
$153K - $190K
|
133K
$6.63M
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-4.98KClosed |
$154K - $190K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-5KClosed |
$154K - $191K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-5.05K- 3.72% |
$156K - $193K
|
131K
$6.51M
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.12K- 22.04% |
$158K - $196K
|
18.1K
$901K
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-5.13K- 8.27% |
$158K - $196K
|
56.9K
$2.83M
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.14K- 30.99% |
$158K - $196K
|
11.4K
$570K
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-5.23KClosed |
$161K - $200K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-5.26K- 24.58% |
$162K - $201K
|
16.1K
$803K
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-5.27KClosed |
$162K - $201K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.27KClosed |
$162K - $201K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.29K- 21.51% |
$163K - $202K
|
19.3K
$960K
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-5.29KClosed |
$163K - $202K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-5.31KClosed |
$164K - $203K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-5.31KClosed |
$164K - $203K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5.35KClosed |
$165K - $204K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-5.37KClosed |
$166K - $205K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
SELL
|
- |
-5.4KClosed |
$167K - $206K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-5.4KClosed |
$167K - $206K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-5.4KClosed |
$167K - $206K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.42K- 23.84% |
$167K - $207K
|
17.3K
$863K
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-5.43KClosed |
$167K - $207K
|
0
$0
|