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 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-13.7K- 39.54% |
$422K - $523K
|
20.9K
$1.04M
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
SELL
|
- |
-13.9KClosed |
$430K - $533K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-14.2K- 1.32% |
$439K - $544K
|
1.07M
$53.1M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14.3K- 21.57% |
$442K - $548K
|
52.1K
$2.59M
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-15.1KClosed |
$466K - $577K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-15.2KClosed |
$468K - $581K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-15.4K- 9.16% |
$476K - $590K
|
153K
$7.63M
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-15.5KClosed |
$478K - $592K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-15.5K- 34.99% |
$478K - $592K
|
28.8K
$1.43M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-15.5K- 7.56% |
$478K - $592K
|
190K
$9.44M
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-15.8K- 66.84% |
$487K - $604K
|
7.84K
$390K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-16.3KClosed |
$503K - $623K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-16.4KClosed |
$505K - $626K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-16.4K- 5.46% |
$507K - $628K
|
285K
$14.2M
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-16.9K- 45.62% |
$521K - $646K
|
20.2K
$1M
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-17KClosed |
$523K - $648K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evolution Capital Management LLC
Crystal Bay, NV |
SELL
|
- |
-17KClosed |
$524K - $650K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-17.6KClosed |
$543K - $673K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17.8K- 23.03% |
$549K - $680K
|
59.5K
$2.96M
|
|
Aug 10, 2022
Q2 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-17.9KClosed |
$553K - $686K
|
0
$0
|
|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-18.3K- 57.98% |
$564K - $699K
|
13.3K
$660K
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-18.4K- 13.14% |
$566K - $701K
|
121K
$6.04M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-18.4K- 18.89% |
$568K - $704K
|
79K
$3.94M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-18.4K- 5.59% |
$568K - $704K
|
311K
$15.5M
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-18.6K- 19.62% |
$574K - $711K
|
76.2K
$3.79M
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-18.6K- 14.62% |
$575K - $712K
|
109K
$5.42M
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-18.8K- 33.9% |
$580K - $719K
|
36.7K
$1.83M
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-18.9K- 16.19% |
$582K - $721K
|
97.7K
$4.86M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19K- 2.6% |
$585K - $724K
|
709K
$35.3M
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-19.1K- 31.94% |
$589K - $730K
|
40.7K
$2.03M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 7.06% |
$595K - $738K
|
254K
$12.7M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19.7K- 17.55% |
$607K - $753K
|
92.5K
$4.61M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-19.9K- 70.3% |
$614K - $761K
|
8.42K
$419K
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-20.1KClosed |
$621K - $769K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-20.2K- 57.6% |
$624K - $773K
|
14.9K
$742K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20.7K- 16.14% |
$637K - $789K
|
107K
$5.35M
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-20.9KClosed |
$644K - $799K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-21K- 7.39% |
$648K - $803K
|
263K
$13.1M
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-21.1K- 63.98% |
$649K - $805K
|
11.9K
$590K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-21.1K- 29.95% |
$651K - $807K
|
49.4K
$2.46M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-21.4K- 25.49% |
$661K - $820K
|
62.7K
$3.12M
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-21.8KClosed |
$673K - $835K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-21.8K- 37.29% |
$674K - $835K
|
36.7K
$1.83M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-22.1K- 9.91% |
$682K - $845K
|
201K
$10M
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-22.3KClosed |
$688K - $853K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-22.4K- 49.32% |
$689K - $854K
|
23K
$1.14M
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-22.4K- 4.49% |
$691K - $856K
|
477K
$23.7M
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-22.8KClosed |
$703K - $871K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-23K- 34.43% |
$709K - $879K
|
43.8K
$2.18M
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-23.1K- 1.29% |
$712K - $882K
|
1.76M
$87.8M
|