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
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-428- 0.78% |
$13K - $15.3K
|
54.7K
$2.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-442- 3.34% |
$13.4K - $15.8K
|
12.8K
$620K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-467- 6.52% |
$14.2K - $16.7K
|
6.69K
$324K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-473- 1.6% |
$14.4K - $16.9K
|
29.1K
$1.41M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-474- 23.51% |
$14.4K - $17K
|
1.54K
$74.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-479- 0.24% |
$14.5K - $17.2K
|
199K
$9.64M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-483- 3.27% |
$14.7K - $17.3K
|
14.3K
$692K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-493- 3.19% |
$15K - $17.7K
|
15K
$725K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-500- 5.17% |
$15.2K - $17.9K
|
9.18K
$445K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 0.63% |
$15.2K - $17.9K
|
79K
$3.83M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-500- 1.87% |
$15.2K - $17.9K
|
26.3K
$1.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-501- 1.47% |
$15.2K - $17.9K
|
33.6K
$1.63M
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-503- 43.63% |
$15.3K - $18K
|
650
$31.5K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-518- 2.18% |
$15.7K - $18.5K
|
23.3K
$1.13M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-519- 23.37% |
$15.8K - $18.6K
|
1.7K
$82.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-525- 1.8% |
$15.9K - $18.8K
|
28.7K
$1.39M
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-540- 20.23% |
$16.4K - $19.3K
|
2.13K
$103K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-548- 16.34% |
$16.6K - $19.6K
|
2.81K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-554- 0.39% |
$16.8K - $19.8K
|
141K
$6.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-555- 1.22% |
$16.8K - $19.9K
|
45K
$2.18M
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-559- 31.64% |
$17K - $20K
|
1.21K
$58.6K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-570- 0.1% |
$17.3K - $20.4K
|
588K
$28.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-574- 2.62% |
$17.4K - $20.6K
|
21.4K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-578- 5.16% |
$17.5K - $20.7K
|
10.6K
$516K
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-590- 3.56% |
$17.9K - $21.1K
|
16K
$774K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-600- 0.46% |
$18.2K - $21.5K
|
129K
$6.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-606- 4.78% |
$18.4K - $21.7K
|
12.1K
$585K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-614- 4.75% |
$18.6K - $22K
|
12.3K
$597K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-625- 6.62% |
$19K - $22.4K
|
8.82K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-628- 8.49% |
$19.1K - $22.5K
|
6.77K
$328K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-634- 26.66% |
$19.2K - $22.7K
|
1.74K
$84.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-648- 7.94% |
$19.7K - $23.2K
|
7.51K
$364K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-651- 44.08% |
$19.8K - $23.3K
|
826
$40.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-658- 8.33% |
$20K - $23.6K
|
7.24K
$351K
|
|
|
Nov 09, 2022
Q3 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-683- 10.73% |
$20.7K - $24.5K
|
5.68K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-683- 6.47% |
$20.7K - $24.5K
|
9.87K
$479K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-700- 2.03% |
$21.3K - $25.1K
|
33.9K
$1.64M
|
|
|
Oct 24, 2022
Q3 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-711- 4.64% |
$21.6K - $25.5K
|
14.6K
$708K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-718- 12.66% |
$21.8K - $25.7K
|
4.96K
$240K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-725- 9.95% |
$22K - $26K
|
6.56K
$318K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-725- 1.18% |
$22K - $26K
|
60.5K
$2.93M
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
SELL
|
- |
-726- 3.28% |
$22K - $26K
|
21.4K
$1.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-731- 6.94% |
$22.2K - $26.2K
|
9.81K
$475K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-744- 1.08% |
$22.6K - $26.6K
|
68.2K
$3.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
SELL
|
- |
-760- 0.77% |
$23.1K - $27.2K
|
97.7K
$4.74M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-761- 5.71% |
$23.1K - $27.3K
|
12.6K
$609K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-763- 1.06% |
$23.2K - $27.3K
|
71.6K
$3.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-767- 6.58% |
$23.3K - $27.5K
|
10.9K
$528K
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-770- 4.18% |
$23.4K - $27.6K
|
17.7K
$857K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-779- 66.41% |
$23.7K - $27.9K
|
394
$19.1K
|