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 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.12K+ 3.95% |
$34.6K - $42.9K
|
29.6K
$1.49M
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.12K+ 1.93% |
$34.6K - $42.8K
|
59.3K
$2.99M
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.1K+ 3.35% |
$33.9K - $42K
|
34K
$1.71M
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.08K+ 5.39% |
$33.2K - $41.2K
|
21.1K
$1.06M
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.04K+ 3.23% |
$32.1K - $39.7K
|
33.3K
$1.68M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.04K+ 10.27% |
$32K - $39.7K
|
11.2K
$563K
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.03KNew |
$31.8K - $39.4K
|
1.03K
$52.1K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.03K+ 1.31% |
$31.8K - $39.4K
|
79.5K
$4.01M
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
1.03K+ 1.32% |
$31.8K - $39.4K
|
79K
$3.98M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.01K+ 4.78% |
$31.2K - $38.6K
|
22.2K
$1.12M
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.01K+ 12.77% |
$31.1K - $38.5K
|
8.89K
$449K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
987+ 5.27% |
$30.4K - $37.7K
|
19.7K
$995K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
984+ 3.58% |
$30.3K - $37.6K
|
28.5K
$1.44M
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
974+ 4.38% |
$30K - $37.2K
|
23.2K
$1.17M
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
954+ 3.48% |
$29.4K - $36.5K
|
28.4K
$1.43M
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
930+ 100.0% |
$28.7K - $35.5K
|
1.86K
$93.8K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
910+ 7.57% |
$28.1K - $34.8K
|
12.9K
$652K
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
908+ 9.63% |
$28K - $34.7K
|
10.3K
$522K
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
899+ 0.15% |
$27.7K - $34.4K
|
581K
$29.3M
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
891+ 16.27% |
$27.5K - $34.1K
|
6.37K
$321K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
890+ 80.91% |
$27.4K - $34K
|
1.99K
$100K
|
|
Aug 12, 2022
Q2 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
844+ 14.9% |
$26K - $32.3K
|
6.51K
$328K
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
804+ 3.88% |
$24.8K - $30.7K
|
21.5K
$1.09M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$24.7K - $30.6K
|
800
$40.4K
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
790+ 4.61% |
$24.4K - $30.2K
|
17.9K
$905K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
790New |
$24.4K - $30.2K
|
790
$39.9K
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
777+ 3.9% |
$24K - $29.7K
|
20.7K
$1.04M
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
766+ 2.22% |
$23.6K - $29.3K
|
35.2K
$1.78M
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
753+ 4.77% |
$23.2K - $28.8K
|
16.5K
$834K
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
750+ 0.74% |
$23.1K - $28.7K
|
103K
$5.18M
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
748+ 144.4% |
$23.1K - $28.6K
|
1.27K
$63.9K
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
740+ 0.39% |
$22.8K - $28.3K
|
191K
$9.64M
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
739+ 4.05% |
$22.8K - $28.2K
|
19K
$958K
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
735+ 0.87% |
$22.7K - $28.1K
|
85K
$4.29M
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
725+ 5.04% |
$22.4K - $27.7K
|
15.1K
$763K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
721+ 2.8% |
$22.2K - $27.6K
|
26.5K
$1.33M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
716+ 0.09% |
$22.1K - $27.4K
|
803K
$40.5M
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
714+ 7.14% |
$22K - $27.3K
|
10.7K
$541K
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
700+ 3.18% |
$21.6K - $26.8K
|
22.7K
$1.15M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
689+ 8.92% |
$21.2K - $26.3K
|
8.41K
$424K
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
651+ 78.81% |
$20.1K - $24.9K
|
1.48K
$74.5K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
650+ 0.81% |
$20K - $24.8K
|
80.5K
$4.06M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
649New |
$20K - $24.8K
|
649
$32.7K
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
647+ 4.49% |
$20K - $24.7K
|
15K
$759K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
645+ 3.99% |
$19.9K - $24.7K
|
16.8K
$849K
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
641+ 6.06% |
$19.8K - $24.5K
|
11.2K
$566K
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
634+ 6.35% |
$19.6K - $24.2K
|
10.6K
$536K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
629+ 3.87% |
$19.4K - $24K
|
16.9K
$852K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
623New |
$19.2K - $23.8K
|
623
$31.4K
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
621+ 10.05% |
$19.2K - $23.7K
|
6.8K
$343K
|