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 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
312
+ 0.85%
$9.47K - $11.2K
37.1K $1.87M
Oct 31, 2022 Q3 2022
1900 Wealth Management LLC

BUY
 -
300
+ 3.49%
$9.11K - $10.7K
8.91K $449K
Oct 14, 2022 Q3 2022
Washington Trust CO

BUY
 -
299
+ 29.11%
$9.08K - $10.7K
1.33K $66.8K
Dec 12, 2024 Q3 2022
Heritage Wealth Advisors

BUY
 -
295
+ 1.74%
$8.96K - $10.6K
17.2K $867K
Oct 27, 2022 Q3 2022
First Personal Financial Services

BUY
 -
292
+ 14.6%
$8.87K - $10.5K
2.29K $116K
Oct 13, 2022 Q3 2022
Roberts Wealth Advisors, LLC

BUY
 -
283
+ 1.0%
$8.59K - $10.1K
28.7K $1.45M
Nov 03, 2022 Q3 2022
Angeles Wealth Management, LLC

BUY
 -
275
+ 7.39%
$8.35K - $9.85K
3.99K $201K
Nov 14, 2022 Q3 2022
Ascent Group, LLC

BUY
 -
274
+ 2.13%
$8.32K - $9.81K
13.1K $662K
Oct 12, 2022 Q3 2022
C2 C Wealth Management, LLC

BUY
 -
271
+ 0.79%
$8.23K - $9.7K
34.5K $1.74M
Oct 12, 2022 Q3 2022
Grassi Investment Management

BUY
 -
265
+ 1.71%
$8.05K - $9.49K
15.8K $794K
Oct 06, 2022 Q3 2022
Legacy Private Trust Co.

BUY
 -
239
+ 2.2%
$7.26K - $8.56K
11.1K $560K
Oct 13, 2022 Q3 2022
Alhambra Investment Partners LLC

BUY
 -
227
+ 1.08%
$6.89K - $8.13K
21.3K $1.07M
Nov 14, 2022 Q3 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
225
+ 10.56%
$6.83K - $8.06K
2.36K $119K
Nov 09, 2022 Q3 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
217
+ 2.09%
$6.59K - $7.77K
10.6K $534K
Nov 10, 2022 Q3 2022
Goelzer Investment Management, Inc.

BUY
 -
212
+ 1.19%
$6.44K - $7.59K
18K $907K
Oct 24, 2022 Q3 2022
Lyell Wealth Management, LP

BUY
 -
204
+ 0.53%
$6.19K - $7.31K
38.8K $1.96M
Oct 21, 2022 Q3 2022
Endurance Wealth Management, Inc.

BUY
 -
200
+ 0.43%
$6.07K - $7.16K
47.3K $2.38M
Nov 14, 2022 Q3 2022
Mmbg Investment Advisors Co.

BUY
 -
200
+ 0.06%
$6.07K - $7.16K
363K $18.3M
Apr 24, 2024 Q3 2022
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
200
+ 0.85%
$6.07K - $7.16K
23.7K $1.19M
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
199
+ 15.43%
$6.04K - $7.13K
1.49K $75.1K
Oct 27, 2022 Q3 2022
Blue Chip Partners, Inc.

BUY
 -
198
+ 2.05%
$6.01K - $7.09K
9.87K $498K
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
198
+ 0.86%
$6.01K - $7.09K
23.2K $1.17M
Nov 10, 2022 Q3 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
193
+ 2.0%
$5.86K - $6.91K
9.83K $495K
Nov 09, 2022 Q3 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
180
+ 0.27%
$5.46K - $6.45K
67.5K $3.4M
Nov 03, 2022 Q3 2022
Integrity Financial Corp

BUY
 -
172
+ 3.96%
$5.22K - $6.16K
4.52K $228K
Nov 08, 2022 Q3 2022
Sp Asset Management

BUY
 -
168
+ 0.53%
$5.1K - $6.02K
31.9K $1.61M
Nov 14, 2022 Q3 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
165
+ 7.96%
$5.01K - $5.91K
2.24K $113K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
161
+ 5.43%
$4.89K - $5.77K
3.13K $158K
Nov 14, 2022 Q3 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
161
+ 1.31%
$4.89K - $5.77K
12.5K $630K
Nov 02, 2022 Q3 2022
Westbourne Investment Advisors, Inc.

BUY
 -
149
+ 1.23%
$4.52K - $5.34K
12.3K $619K
Oct 05, 2022 Q3 2022
Beacon Capital Management, LLC

BUY
 -
148
+ 10.87%
$4.49K - $5.3K
1.51K $76.1K
Nov 14, 2022 Q3 2022
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
147
+ 1.42%
$4.46K - $5.26K
10.5K $529K
Nov 09, 2022 Q3 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
140
+ 0.61%
$4.25K - $5.01K
23.1K $1.17M
Nov 14, 2022 Q3 2022
Principal Street Partners, LLC

Memphis, TN
BUY
 -
138
+ 0.53%
$4.19K - $4.94K
26.3K $1.33M
Oct 13, 2022 Q3 2022
Good Life Advisors, LLC

BUY
 -
135
+ 0.84%
$4.1K - $4.83K
16.3K $820K
Oct 24, 2022 Q3 2022
Halbert Hargrove Global Advisors, LLC

BUY
 -
130
+ 1.5%
$3.95K - $4.66K
8.82K $444K
Oct 13, 2022 Q3 2022
Life Planning Partners, Inc

BUY
 -
125
New
$3.8K - $4.48K
125 $6.3K
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
124
New
$3.76K - $4.44K
124 $6.25K
Nov 18, 2022 Q3 2022
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
119
+ 1.18%
$3.61K - $4.26K
10.2K $516K
Nov 03, 2022 Q3 2022
Windsor Capital Management, LLC

BUY
 -
118
+ 0.24%
$3.58K - $4.23K
49.9K $2.52M
Nov 07, 2022 Q3 2022
Parsec Financial Management, Inc.

BUY
 -
114
+ 1.34%
$3.46K - $4.08K
8.65K $436K
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
110
+ 0.88%
$3.34K - $3.94K
12.5K $632K
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
110
+ 0.88%
$3.34K - $3.94K
12.5K $632K
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
101
+ 0.16%
$3.07K - $3.62K
64.4K $3.24M
Oct 18, 2022 Q3 2022
Private Wealth Strategies, L.L.C.

BUY
 -
99
+ 0.49%
$3.01K - $3.55K
20.1K $1.01M
Nov 03, 2022 Q3 2022
Yhb Investment Advisors, Inc.

BUY
 -
99
+ 0.96%
$3.01K - $3.55K
10.4K $523K
Nov 07, 2022 Q3 2022
Comerica Securities,Inc.

BUY
 -
97
+ 0.22%
$2.94K - $3.47K
44.1K $2.22M
Nov 14, 2022 Q3 2022
Clark Financial Services Group Inc

Chesterfield, MO
BUY
 -
97
+ 0.25%
$2.94K - $3.47K
38.4K $1.94M
Oct 19, 2022 Q3 2022
Byrne Asset Management LLC

BUY
 -
95
+ 3.56%
$2.88K - $3.4K
2.76K $139K

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