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 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5.43KClosed |
$167K - $208K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
SELL
|
- |
-5.45KClosed |
$168K - $208K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-5.45KClosed |
$168K - $208K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-5.46KClosed |
$168K - $209K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.5K- 1.74% |
$170K - $210K
|
311K
$15.5M
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-5.5KClosed |
$170K - $210K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-5.55KClosed |
$171K - $212K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.56KClosed |
$171K - $212K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.57K- 17.52% |
$172K - $213K
|
26.2K
$1.31M
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-5.59K- 14.49% |
$172K - $214K
|
33K
$1.64M
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.6KClosed |
$173K - $214K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.61K- 44.59% |
$173K - $214K
|
6.97K
$347K
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-5.63KClosed |
$173K - $215K
|
0
$0
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.63K- 19.3% |
$174K - $215K
|
23.5K
$1.17M
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-5.65KClosed |
$174K - $216K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.69KClosed |
$176K - $218K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-5.7KClosed |
$176K - $218K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-5.71KClosed |
$176K - $218K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-5.72KClosed |
$176K - $219K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-5.73KClosed |
$177K - $219K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.74KClosed |
$177K - $220K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5.75K- 35.53% |
$177K - $220K
|
10.4K
$520K
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-5.78KClosed |
$178K - $221K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-5.79KClosed |
$179K - $221K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-5.79KClosed |
$179K - $221K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.87KClosed |
$181K - $224K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-5.94KClosed |
$183K - $227K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.95KClosed |
$184K - $228K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-5.96KClosed |
$184K - $228K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-5.96KClosed |
$184K - $228K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.96K- 13.85% |
$184K - $228K
|
37.1K
$1.85M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.98K- 20.96% |
$184K - $228K
|
22.5K
$1.12M
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.98KClosed |
$185K - $229K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-5.99KClosed |
$185K - $229K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-5.99KClosed |
$185K - $229K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-5.99KClosed |
$185K - $229K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-5.99K- 9.46% |
$185K - $229K
|
57.3K
$2.85M
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-6KClosed |
$185K - $229K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.05K- 2.94% |
$186K - $231K
|
199K
$9.93M
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-6.05KClosed |
$187K - $231K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-6.05KClosed |
$187K - $231K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6.1K- 31.12% |
$188K - $233K
|
13.5K
$672K
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-6.12KClosed |
$189K - $234K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.13KClosed |
$189K - $234K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-6.14K- 25.26% |
$189K - $235K
|
18.2K
$904K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.14KClosed |
$189K - $235K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-6.16K- 38.14% |
$190K - $235K
|
9.99K
$497K
|
|
Jul 18, 2022
Q2 2022
|
Farmers Trust CO
|
SELL
|
- |
-6.18KClosed |
$190K - $236K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-6.19KClosed |
$191K - $237K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
SELL
|
- |
-6.21KClosed |
$192K - $237K
|
0
$0
|