Purchases and Sales Made in Q3 2022 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-50- 0.74% |
$1.52K - $1.79K
|
6.75K
$327K
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-70- 3.11% |
$2.13K - $2.51K
|
2.18K
$106K
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-70- 0.23% |
$2.13K - $2.51K
|
30.4K
$1.48M
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-70- 0.11% |
$2.13K - $2.51K
|
66.5K
$3.23M
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-71- 5.79% |
$2.16K - $2.54K
|
1.16K
$56K
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-73- 0.21% |
$2.22K - $2.61K
|
34.6K
$1.68M
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-77- 0.56% |
$2.34K - $2.76K
|
13.7K
$666K
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-79- 3.23% |
$2.4K - $2.83K
|
2.37K
$115K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-86- 5.92% |
$2.61K - $3.08K
|
1.37K
$66.3K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-89- 9.41% |
$2.7K - $3.19K
|
857
$41.6K
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-99- 0.79% |
$3.01K - $3.55K
|
12.4K
$599K
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 3.25% |
$3.04K - $3.58K
|
2.98K
$145K
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-112- 22.22% |
$3.4K - $4.01K
|
392
$19K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-116- 1.58% |
$3.52K - $4.15K
|
7.22K
$350K
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-120- 0.16% |
$3.64K - $4.3K
|
72.9K
$3.54M
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-121- 1.3% |
$3.67K - $4.33K
|
9.16K
$444K
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-124- 0.62% |
$3.76K - $4.44K
|
19.7K
$956K
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-125- 7.65% |
$3.8K - $4.48K
|
1.51K
$73.2K
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-130- 0.15% |
$3.95K - $4.66K
|
86.6K
$4.2M
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-130- 1.33% |
$3.95K - $4.66K
|
9.65K
$468K
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-130- 0.75% |
$3.95K - $4.66K
|
17.1K
$832K
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-143- 0.22% |
$4.34K - $5.12K
|
63.7K
$3.09M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-143Closed |
$4.34K - $5.12K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-145- 0.89% |
$4.4K - $5.19K
|
16.2K
$784K
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-146- 1.26% |
$4.43K - $5.23K
|
11.5K
$556K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-147- 0.67% |
$4.46K - $5.26K
|
21.9K
$1.06M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 19.08% |
$4.55K - $5.37K
|
636
$30.8K
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-151- 1.95% |
$4.58K - $5.41K
|
7.61K
$369K
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-158- 0.73% |
$4.8K - $5.66K
|
21.4K
$1.04M
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-160- 0.16% |
$4.86K - $5.73K
|
97.5K
$4.73M
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-161- 1.05% |
$4.89K - $5.77K
|
15.2K
$737K
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-165- 0.95% |
$5.01K - $5.91K
|
17.2K
$832K
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-172- 0.52% |
$5.22K - $6.16K
|
32.9K
$1.59M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-172- 0.02% |
$5.22K - $6.16K
|
880K
$42.7M
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-174- 1.77% |
$5.28K - $6.23K
|
9.67K
$469K
|
|
Oct 13, 2022
Q3 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-178- 2.02% |
$5.4K - $6.37K
|
8.63K
$418K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-185- 2.57% |
$5.62K - $6.62K
|
7.02K
$340K
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-191- 1.8% |
$5.8K - $6.84K
|
10.4K
$506K
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-196- 1.52% |
$5.95K - $7.02K
|
12.7K
$616K
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-199- 2.77% |
$6.04K - $7.13K
|
7K
$339K
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-200- 1.92% |
$6.07K - $7.16K
|
10.2K
$496K
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 2.48% |
$6.07K - $7.16K
|
7.88K
$382K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-202- 12.29% |
$6.13K - $7.23K
|
1.44K
$69.9K
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-205- 1.31% |
$6.22K - $7.34K
|
15.5K
$750K
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-205- 2.85% |
$6.22K - $7.34K
|
7K
$339K
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-211- 0.78% |
$6.41K - $7.56K
|
26.7K
$1.3M
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-211- 1.25% |
$6.41K - $7.56K
|
16.6K
$806K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-220- 18.58% |
$6.68K - $7.88K
|
964
$46.7K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-225- 1.91% |
$6.83K - $8.06K
|
11.6K
$560K
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-225- 0.54% |
$6.83K - $8.06K
|
41.5K
$2.01M
|