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
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
43.5KNew |
$1.34M - $1.66M
|
43.5K
$2.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43.2K+ 62.49% |
$1.33M - $1.65M
|
112K
$5.6M
|
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
43.2K+ 289.78% |
$1.33M - $1.65M
|
58.1K
$2.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
39.8KNew |
$1.23M - $1.52M
|
39.8K
$1.98M
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
BUY
|
- |
39.6K+ 330.49% |
$1.22M - $1.51M
|
51.6K
$2.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
39.3K+ 9.65% |
$1.21M - $1.5M
|
447K
$22.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
39.3K+ 174.09% |
$1.21M - $1.5M
|
61.9K
$3.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
38.8K+ 128.98% |
$1.2M - $1.48M
|
68.9K
$3.43M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
38.4KNew |
$1.18M - $1.47M
|
38.4K
$1.91M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
38.1K+ 237.27% |
$1.18M - $1.46M
|
54.2K
$2.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
37.9K+ 4.5% |
$1.17M - $1.45M
|
880K
$43.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
37.8K+ 23.59% |
$1.17M - $1.45M
|
198K
$9.87M
|
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
36.6K+ 31.24% |
$1.13M - $1.4M
|
154K
$7.65M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
36.4K+ 20.53% |
$1.12M - $1.39M
|
214K
$10.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
35.2KNew |
$1.09M - $1.35M
|
35.2K
$1.75M
|
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
34K+ 14.23% |
$1.05M - $1.3M
|
273K
$13.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
33.7K+ 25.01% |
$1.04M - $1.29M
|
168K
$8.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
31.7KNew |
$976K - $1.21M
|
31.7K
$1.58M
|
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
31.2K+ 10.0% |
$961K - $1.19M
|
343K
$17.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
30K+ 91.56% |
$925K - $1.15M
|
62.7K
$3.12M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
29.3K+ 2981.28% |
$904K - $1.12M
|
30.3K
$1.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
28.7KNew |
$884K - $1.1M
|
28.7K
$1.43M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28.6K+ 13.63% |
$882K - $1.09M
|
239K
$11.9M
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
28.5K+ 19.12% |
$878K - $1.09M
|
177K
$8.83M
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
28.3K+ 36.77% |
$872K - $1.08M
|
105K
$5.24M
|
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
BUY
|
- |
28K+ 33.85% |
$862K - $1.07M
|
111K
$5.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
27.5KNew |
$847K - $1.05M
|
27.5K
$1.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
25.9K+ 7.07% |
$799K - $991K
|
393K
$19.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
25.9KNew |
$799K - $990K
|
25.9K
$1.29M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25.7K+ 16.8% |
$791K - $980K
|
178K
$8.88M
|
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
BUY
|
- |
25.6KNew |
$791K - $980K
|
25.6K
$1.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
25KNew |
$771K - $956K
|
25K
$1.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
24.1K+ 8.81% |
$743K - $921K
|
298K
$14.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Solitude Financial Services
|
BUY
|
- |
24.1K+ 102.69% |
$742K - $920K
|
47.5K
$2.37M
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
23.9K+ 16.95% |
$738K - $915K
|
165K
$8.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
23.5K+ 1.29% |
$723K - $896K
|
1.85M
$92M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 4.0% |
$671K - $832K
|
566K
$28.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
21.2K+ 28.97% |
$653K - $810K
|
94.3K
$4.7M
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
20.9K+ 54.16% |
$645K - $799K
|
59.5K
$2.96M
|
|
|
Aug 03, 2022
Q2 2022
|
Tuttle Capital Management, LLC
|
BUY
|
- |
20.8KNew |
$641K - $794K
|
20.8K
$1.03M
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
20.4K+ 41.42% |
$629K - $780K
|
69.6K
$3.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
20.4K+ 82.74% |
$628K - $778K
|
45K
$2.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
19.7K+ 2.08% |
$607K - $753K
|
968K
$48.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19.4K+ 22.25% |
$600K - $743K
|
107K
$5.32M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
19.1K+ 6.57% |
$590K - $732K
|
310K
$15.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
18.2K+ 41.13% |
$562K - $697K
|
62.6K
$3.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
17.9K+ 11.39% |
$551K - $683K
|
175K
$8.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
BUY
|
- |
17.5K+ 341.28% |
$539K - $668K
|
22.6K
$1.12M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.4K+ 6.56% |
$537K - $666K
|
283K
$14.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17.1K+ 7.69% |
$528K - $654K
|
240K
$11.9M
|