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 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-14.1K- 18.78% |
$429K - $506K
|
61.1K
$2.96M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-14.1K- 21.97% |
$429K - $506K
|
50.2K
$2.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-14.5K- 33.47% |
$439K - $518K
|
28.7K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-14.6K- 14.8% |
$442K - $521K
|
83.8K
$4.06M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-14.8K- 54.02% |
$450K - $531K
|
12.6K
$612K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-14.9K- 47.13% |
$453K - $534K
|
16.7K
$811K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15K- 3.12% |
$455K - $537K
|
466K
$22.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-16K- 59.94% |
$485K - $572K
|
10.7K
$518K
|
|
|
Oct 28, 2022
Q3 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-16.1K- 68.69% |
$488K - $576K
|
7.34K
$356K
|
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-16.2K- 23.08% |
$491K - $579K
|
53.9K
$2.61M
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-16.4K- 24.58% |
$499K - $589K
|
50.5K
$2.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.5K- 19.44% |
$502K - $592K
|
68.5K
$3.32M
|
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-16.6K- 52.73% |
$505K - $596K
|
14.9K
$723K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.7K- 9.58% |
$507K - $598K
|
157K
$7.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-17K- 39.08% |
$516K - $609K
|
26.5K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.1K- 5.03% |
$520K - $613K
|
323K
$15.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17.2K- 31.71% |
$522K - $615K
|
37K
$1.79M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-17.4K- 23.04% |
$529K - $624K
|
58.2K
$2.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-17.5K- 61.04% |
$531K - $626K
|
11.2K
$541K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.5K- 7.75% |
$532K - $627K
|
208K
$10.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-17.8K- 33.18% |
$541K - $638K
|
35.9K
$1.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-17.9K- 48.7% |
$542K - $639K
|
18.8K
$912K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-18.4K- 14.08% |
$559K - $660K
|
112K
$5.45M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.9K- 2.67% |
$574K - $677K
|
690K
$33.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-19K- 45.02% |
$576K - $679K
|
23.2K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-19.1K- 19.4% |
$580K - $684K
|
79.3K
$3.85M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-20.9K- 7.32% |
$633K - $747K
|
264K
$12.8M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-21.3K- 15.31% |
$646K - $761K
|
118K
$5.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-21.6K- 12.3% |
$655K - $772K
|
154K
$7.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-21.9K- 31.07% |
$664K - $783K
|
48.5K
$2.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-22.3K- 9.9% |
$678K - $799K
|
203K
$9.85M
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-22.4K- 5.44% |
$679K - $800K
|
388K
$18.8M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-23K- 17.1% |
$697K - $822K
|
111K
$5.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.1K- 11.34% |
$700K - $826K
|
180K
$8.74M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-23.4K- 46.91% |
$709K - $837K
|
26.4K
$1.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-23.4K- 11.53% |
$710K - $837K
|
179K
$8.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-23.8K- 35.06% |
$723K - $852K
|
44.1K
$2.14M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-24.2K- 22.92% |
$734K - $866K
|
81.3K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.2K- 2.33% |
$796K - $938K
|
1.1M
$53.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-26.6K- 22.81% |
$807K - $952K
|
89.9K
$4.36M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-26.7K- 15.25% |
$811K - $957K
|
149K
$7.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-26.9K- 67.98% |
$817K - $964K
|
12.7K
$615K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-26.9K- 67.98% |
$817K - $964K
|
12.7K
$615K
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-27K- 56.33% |
$820K - $968K
|
20.9K
$1.02M
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-28K- 59.82% |
$849K - $1M
|
18.8K
$911K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-28K- 22.24% |
$850K - $1M
|
97.8K
$4.74M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-28.9K- 48.56% |
$877K - $1.03M
|
30.6K
$1.48M
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-29.9K- 5.15% |
$909K - $1.07M
|
551K
$26.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-30.2K- 23.23% |
$915K - $1.08M
|
99.6K
$4.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-30.8K- 50.57% |
$935K - $1.1M
|
30.1K
$1.46M
|