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 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
BUY
|
- |
608+ 0.46% |
$18.8K - $23.2K
|
134K
$6.76M
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
604+ 10.35% |
$18.6K - $23.1K
|
6.44K
$325K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
602+ 1.32% |
$18.6K - $23K
|
46.3K
$2.34M
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
577+ 1.35% |
$17.8K - $22.1K
|
43.4K
$2.19M
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
568New |
$17.5K - $21.7K
|
568
$28.7K
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
561+ 3.4% |
$17.3K - $21.4K
|
17.1K
$861K
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
550+ 5.09% |
$17K - $21K
|
11.4K
$573K
|
|
Jul 13, 2022
Q2 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
543+ 1.13% |
$16.7K - $20.8K
|
48.7K
$2.46M
|
|
Jul 12, 2022
Q2 2022
|
Grassi Investment Management
|
BUY
|
- |
538+ 3.6% |
$16.6K - $20.6K
|
15.5K
$782K
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
531+ 0.32% |
$16.4K - $20.3K
|
164K
$8.27M
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
524+ 3.25% |
$16.2K - $20K
|
16.6K
$839K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
511+ 1.61% |
$15.8K - $19.5K
|
32.3K
$1.63M
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
505+ 7.43% |
$15.6K - $19.3K
|
7.3K
$368K
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
504+ 108.86% |
$15.5K - $19.3K
|
967
$48.8K
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
502+ 1.94% |
$15.5K - $19.2K
|
26.3K
$1.33M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
500New |
$15.4K - $19.1K
|
500
$25.2K
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
500+ 144.51% |
$15.4K - $19.1K
|
846
$42.7K
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
485+ 19.73% |
$15K - $18.5K
|
2.94K
$148K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
477+ 12.31% |
$14.7K - $18.2K
|
4.35K
$220K
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
464+ 2.68% |
$14.3K - $17.7K
|
17.8K
$897K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
445+ 6.2% |
$13.7K - $17K
|
7.62K
$384K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
424+ 1.05% |
$13.1K - $16.2K
|
40.6K
$2.05M
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
411+ 0.73% |
$12.7K - $15.7K
|
56.9K
$2.87M
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
399+ 0.24% |
$12.3K - $15.2K
|
168K
$8.49M
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
390+ 0.59% |
$12K - $14.9K
|
67K
$3.38M
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
382+ 4.56% |
$11.8K - $14.6K
|
8.77K
$442K
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
380+ 2.79% |
$11.7K - $14.5K
|
14K
$707K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
378+ 497.37% |
$11.7K - $14.4K
|
454
$22.9K
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
372+ 0.53% |
$11.5K - $14.2K
|
70.2K
$3.54M
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
369+ 1.69% |
$11.4K - $14.1K
|
22.2K
$1.12M
|
|
Aug 09, 2022
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
365+ 2.83% |
$11.3K - $14K
|
13.3K
$669K
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
349+ 2.31% |
$10.8K - $13.3K
|
15.5K
$780K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
340+ 0.91% |
$10.5K - $13K
|
37.9K
$1.91M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
327+ 33.96% |
$10.1K - $12.5K
|
1.29K
$65.1K
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
317+ 2.64% |
$9.78K - $12.1K
|
12.3K
$622K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
313+ 3.11% |
$9.65K - $12K
|
10.4K
$523K
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
309+ 0.45% |
$9.53K - $11.8K
|
69.1K
$3.49M
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
305+ 1.56% |
$9.41K - $11.7K
|
19.8K
$999K
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
304New |
$9.38K - $11.6K
|
304
$15.3K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
303New |
$9.34K - $11.6K
|
303
$15.3K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
301+ 276.15% |
$9.28K - $11.5K
|
410
$20.7K
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
300New |
$9.25K - $11.5K
|
300
$15.1K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$9.25K - $11.5K
|
300
$15.1K
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
283+ 1.33% |
$8.73K - $10.8K
|
21.5K
$1.09M
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
282+ 4.08% |
$8.7K - $10.8K
|
7.2K
$363K
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
275+ 24.64% |
$8.48K - $10.5K
|
1.39K
$70.2K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
265+ 4.09% |
$8.17K - $10.1K
|
6.74K
$340K
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
253+ 6.18% |
$7.8K - $9.67K
|
4.35K
$219K
|
|
Jul 26, 2022
Q2 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
250+ 1.29% |
$7.71K - $9.56K
|
19.7K
$992K
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
250+ 3.68% |
$7.71K - $9.56K
|
7.04K
$355K
|