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 10, 2022 Q3 2022
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
26.4K
New
$801K - $945K
26.4K $1.28M
Nov 14, 2022 Q3 2022
Alerus Financial Na

Grand Forks, ND
BUY
 -
24.9K
+ 6.35%
$756K - $892K
417K $20.3M
Oct 20, 2022 Q3 2022
Focused Wealth Management, Inc

BUY
 -
24.8K
+ 6.82%
$752K - $887K
388K $18.9M
Nov 10, 2022 Q3 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
24.8K
New
$751K - $886K
24.8K $1.2M
Nov 07, 2022 Q3 2022
Altman Advisors, Inc.

Chicago, IL
BUY
 -
24.5K
New
$744K - $878K
24.5K $1.19M
Nov 10, 2022 Q3 2022
Credit Agricole S A

BUY
 -
23K
+ 20.77%
$697K - $822K
134K $6.49M
Nov 08, 2022 Q3 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
22.4K
+ 17.15%
$680K - $803K
153K $7.44M
Nov 01, 2022 Q3 2022
Evolution Wealth Advisors, LLC

BUY
 -
20.9K
+ 4.33%
$634K - $748K
504K $24.5M
Nov 10, 2022 Q3 2022
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
20.3K
+ 100.55%
$615K - $726K
40.4K $1.96M
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
20.2K
+ 19.93%
$613K - $723K
122K $5.9M
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
20K
New
$607K - $716K
20K $972K
Oct 27, 2022 Q3 2022
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
19.8K
New
$600K - $708K
19.8K $960K
Nov 14, 2022 Q3 2022
Old Mission Capital LLC

BUY
 -
19.5K
+ 10.31%
$592K - $698K
209K $10.1M
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
19.4K
+ 4.85%
$590K - $696K
420K $20.4M
Nov 14, 2022 Q3 2022
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
18.1K
+ 41.97%
$549K - $647K
61.1K $2.97M
Nov 14, 2022 Q3 2022
Lake Street Advisors Group, LLC

BUY
 -
17.6K
New
$534K - $630K
17.6K $855K
Oct 13, 2022 Q3 2022
Patton Albertson Miller Group, LLC

BUY
 -
17.1K
+ 20.15%
$520K - $613K
102K $4.96M
Oct 19, 2022 Q3 2022
Foundations Investment Advisors, LLC

BUY
 -
16.6K
+ 71.51%
$505K - $595K
39.9K $1.94M
Oct 31, 2022 Q3 2022
Hardy Reed LLC

BUY
 -
16.1K
New
$488K - $575K
16.1K $781K
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
15.7K
+ 83.55%
$478K - $564K
34.6K $1.68M
Oct 18, 2022 Q3 2022
Wbh Advisory Inc

BUY
 -
15.6K
+ 7.77%
$474K - $559K
217K $10.5M
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
15.5K
+ 93.02%
$472K - $557K
32.2K $1.57M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
15.2K
New
$462K - $545K
15.2K $740K
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

BUY
 -
15.2K
+ 3.76%
$462K - $545K
420K $20.4M
Nov 14, 2022 Q3 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
15.2K
+ 8.39%
$462K - $544K
196K $9.54M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
15.1K
+ 9.82%
$459K - $541K
169K $8.21M
Nov 08, 2022 Q3 2022
Newfoundland Capital Management

Sao Paulo, D5
BUY
 -
15K
New
$455K - $537K
15K $729K
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

BUY
 -
14.9K
+ 88.07%
$452K - $534K
31.8K $1.55M
Oct 21, 2022 Q3 2022
All Season Financial Advisors, Inc.

BUY
 -
14.8K
New
$450K - $531K
14.8K $721K
Nov 14, 2022 Q3 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
14.1K
+ 3.93%
$429K - $506K
373K $18.1M
Nov 14, 2022 Q3 2022
Quest Investment Management LLC

Lake Oswego, OR
BUY
 -
14K
+ 14.59%
$424K - $500K
110K $5.33M
Apr 24, 2023 Q3 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
13.7K
New
$416K - $490K
13.7K $665K
Nov 08, 2022 Q3 2022
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
13.5K
+ 3.45%
$411K - $485K
406K $19.7M
Oct 31, 2022 Q3 2022
Sg Americas Securities, LLC

BUY
 -
13.5K
+ 3.28%
$410K - $483K
425K $20.7M
Nov 08, 2022 Q3 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
13.2K
+ 7.08%
$400K - $471K
199K $9.68M
Nov 14, 2022 Q3 2022
Holderness Investments CO

Greensboro, NC
BUY
 -
12.8K
New
$390K - $460K
12.8K $624K
Nov 14, 2022 Q3 2022
Bowman & CO S.C.

BUY
 -
12.8K
+ 9.28%
$390K - $460K
151K $7.34M
Oct 13, 2022 Q3 2022
Matthew Goff Investment Advisor, LLC

BUY
 -
12.8K
+ 13.96%
$388K - $457K
104K $5.07M
Oct 11, 2022 Q3 2022
Campbell Wealth Management

BUY
 -
12.6K
+ 2.01%
$382K - $451K
638K $31M
Oct 05, 2022 Q3 2022
Econ Financial Services Corp

BUY
 -
12.5K
+ 19.9%
$379K - $447K
75.2K $3.66M
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
12.2K
+ 23.08%
$369K - $435K
64.8K $3.15M
Nov 08, 2022 Q3 2022
Old North State Trust, LLC

Greensboro, NC
BUY
 -
12K
+ 99900.0%
$364K - $429K
12K $583K
Nov 14, 2022 Q3 2022
Haverford Trust CO

Radnor, PA
BUY
 -
11.9K
New
$362K - $427K
11.9K $579K
Nov 14, 2022 Q3 2022
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
11.7K
New
$355K - $419K
11.7K $569K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
10.2K
+ 1010.96%
$311K - $367K
11.3K $547K
Nov 08, 2022 Q3 2022
Valley National Advisers Inc

BUY
 -
9.91K
+ 331.18%
$301K - $355K
12.9K $627K
Nov 09, 2022 Q3 2022
One Charles Private Wealth Services, LLC

BUY
 -
9.9K
+ 55.27%
$301K - $354K
27.8K $1.35M
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
9.63K
+ 12.31%
$292K - $345K
87.9K $4.27M
Oct 24, 2022 Q3 2022
Bernardo Wealth Planning LLC

BUY
 -
9.59K
+ 11.25%
$291K - $343K
94.8K $4.61M

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