Purchases and Sales Made in Q3 2022 in Financial Sector Spdr (XLF)

XLF Quotes by TradingView

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 04, 2022 Q3 2022
Glenview Trust CO

Louisville, KY
SELL
 -
-1.5K
- 4.73%
$45.5K - $53.7K
30.2K $1.47M
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-1.55K
- 4.69%
$47K - $55.4K
31.5K $1.53M
Oct 25, 2022 Q3 2022
Spreng Capital Management, Inc.

SELL
 -
-1.55K
- 4.52%
$47.1K - $55.5K
32.7K $1.59M
Mar 24, 2023 Q3 2022
Ratio Wealth Group

Denver, CO
SELL
 -
-1.57K
- 2.7%
$47.6K - $56.1K
56.6K $2.74M
Nov 10, 2022 Q3 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-1.57K
- 5.99%
$47.7K - $56.2K
24.7K $1.2M
Nov 14, 2022 Q3 2022
Powell Investment Advisors, LLC

SELL
 -
-1.57K
- 9.04%
$47.7K - $56.3K
15.8K $767K
Nov 14, 2022 Q3 2022
Greytown Advisors Inc.

Miami, FL
SELL
 -
-1.58K
- 8.91%
$47.8K - $56.4K
16.1K $781K
Nov 07, 2022 Q3 2022
Benedict Financial Advisors Inc

SELL
 -
-1.66K
- 12.09%
$50.5K - $59.5K
12.1K $586K
Oct 14, 2022 Q3 2022
Flagship Private Wealth, LLC

SELL
 -
-1.67K
- 18.79%
$50.7K - $59.8K
7.21K $350K
Oct 13, 2022 Q3 2022
Beacon Financial Group

SELL
 -
-1.7K
- 3.42%
$51.5K - $60.7K
47.8K $2.32M
Oct 28, 2022 Q3 2022
Pettyjohn, Wood & White, Inc

Lynchburg, VA
SELL
 -
-1.7K
- 14.97%
$51.6K - $60.9K
9.66K $468K
Nov 03, 2022 Q3 2022
Tru Independence LLC

SELL
 -
-1.71K
- 5.02%
$51.8K - $61.1K
32.2K $1.56M
Oct 18, 2022 Q3 2022
Allworth Financial LP

SELL
 -
-1.74K
- 1.83%
$52.9K - $62.4K
93.5K $4.53M
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

SELL
 -
-1.74K
- 3.98%
$52.9K - $62.5K
42.1K $2.04M
Oct 28, 2022 Q3 2022
Spinnaker Trust

SELL
 -
-1.78K
- 0.53%
$54K - $63.7K
335K $16.2M
Oct 21, 2022 Q3 2022
Lake Street Financial LLC

SELL
 -
-1.79K
- 14.2%
$54.3K - $64.1K
10.8K $524K
Nov 18, 2022 Q3 2022
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-1.82K
- 3.79%
$55.1K - $65K
46.1K $2.23M
Oct 12, 2022 Q3 2022
Key Client Fiduciary Advisors, LLC

SELL
 -
-1.82K
- 12.99%
$55.3K - $65.2K
12.2K $591K
Nov 04, 2022 Q3 2022
Tamar Securities, LLC

SELL
 -
-1.82K
- 0.67%
$55.3K - $65.2K
269K $13.1M
Nov 10, 2022 Q3 2022
Heritage Wealth Advisors

SELL
 -
-1.83K
- 9.63%
$55.6K - $65.6K
17.2K $834K
Oct 19, 2022 Q3 2022
Rockland Trust CO

SELL
 -
-1.86K
- 1.38%
$56.6K - $66.7K
133K $6.47M
Oct 13, 2022 Q3 2022
Chesley Taft & Associates LLC

SELL
 -
-1.9K
- 0.61%
$57.7K - $68K
309K $15M
Oct 04, 2022 Q3 2022
Burns J W & CO Inc

SELL
 -
-1.91K
- 1.03%
$57.8K - $68.2K
183K $8.87M
Nov 09, 2022 Q3 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-1.92K
- 5.67%
$58.2K - $68.6K
31.9K $1.55M
Nov 14, 2022 Q3 2022
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-1.92K
- 9.41%
$58.3K - $68.8K
18.5K $896K
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-1.95K
- 13.71%
$59.3K - $69.9K
12.3K $596K
Oct 11, 2022 Q3 2022
Tuttle Capital Management, LLC

SELL
 -
-1.98K
- 9.52%
$60K - $70.8K
18.8K $911K
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

SELL
 -
-2K
- 88.89%
$60.7K - $71.6K
250 $12.1K
Oct 31, 2022 Q3 2022
Trust CO Of Virginia

SELL
 -
-2.02K
- 1.63%
$61.2K - $72.2K
122K $5.9M
Oct 02, 2024 Q3 2022
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-2.03K
Closed
$61.5K - $72.5K
0 $0
Nov 04, 2022 Q3 2022
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-2.04K
- 3.91%
$61.8K - $72.9K
50.1K $2.43M
Oct 19, 2022 Q3 2022
Patten & Patten Inc

SELL
 -
-2.05K
- 6.73%
$62.1K - $73.3K
28.4K $1.38M
Oct 31, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-2.09K
- 5.32%
$63.5K - $74.8K
37.2K $1.8M
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-2.09K
- 5.32%
$63.5K - $74.8K
37.2K $1.8M
Nov 08, 2022 Q3 2022
Rmr Wealth Builders

SELL
 -
-2.1K
- 3.81%
$63.7K - $75.1K
53K $2.57M
Nov 14, 2022 Q3 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-2.1K
- 11.6%
$63.8K - $75.2K
16K $776K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

SELL
 -
-2.12K
- 9.67%
$64.2K - $75.8K
19.8K $958K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

SELL
 -
-2.16K
- 5.59%
$65.7K - $77.5K
36.5K $1.77M
Nov 14, 2022 Q3 2022
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-2.17K
- 6.95%
$65.9K - $77.7K
29.1K $1.41M
Oct 12, 2023 Q3 2022
Narus Financial Partners, LLC

Salt Lake City, UT
SELL
 -
-2.19K
- 10.54%
$66.5K - $78.4K
18.6K $901K
Nov 14, 2022 Q3 2022
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-2.23K
- 2.17%
$67.6K - $79.7K
100K $4.87M
Oct 11, 2022 Q3 2022
E&G Advisors, LP

SELL
 -
-2.25K
- 4.72%
$68.3K - $80.6K
45.4K $2.2M
Nov 18, 2022 Q3 2022
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-2.29K
- 78.36%
$69.4K - $81.8K
631 $30.6K
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-2.33K
- 4.09%
$70.7K - $83.4K
54.6K $2.65M
Nov 08, 2022 Q3 2022
Tfo Tdc, LLC

SELL
 -
-2.37K
- 71.52%
$72K - $84.9K
944 $45.8K
Nov 03, 2022 Q3 2022
Alpha Cubed Investments, LLC

SELL
 -
-2.38K
- 11.01%
$72.3K - $85.3K
19.2K $933K
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-2.4K
- 17.36%
$72.7K - $85.8K
11.4K $553K
Oct 17, 2022 Q3 2022
Wealth Care Investment Partners, LLC

SELL
 -
-2.45K
- 6.49%
$74.5K - $87.9K
35.3K $1.71M
Oct 14, 2022 Q3 2022
Avantax Planning Partners, Inc.

SELL
 -
-2.46K
- 13.0%
$74.7K - $88.1K
16.5K $798K

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