Purchases and Sales Made in Q2 2022 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
243+ 34.57% |
$7.49K - $9.29K
|
946
$46.1K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
237+ 0.58% |
$7.31K - $9.06K
|
40.8K
$1.99M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
227+ 2.13% |
$7K - $8.68K
|
10.9K
$530K
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
225+ 2.88% |
$6.94K - $8.6K
|
8.05K
$392K
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
219+ 1.1% |
$6.75K - $8.37K
|
20.1K
$979K
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
218+ 4.8% |
$6.72K - $8.33K
|
4.76K
$232K
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
215+ 0.61% |
$6.63K - $8.22K
|
35.7K
$1.74M
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
213+ 0.28% |
$6.57K - $8.14K
|
75.2K
$3.67M
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
212+ 3.15% |
$6.54K - $8.1K
|
6.94K
$338K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
200+ 66.67% |
$6.17K - $7.64K
|
500
$24.4K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
200+ 50.0% |
$6.17K - $7.64K
|
600
$29.3K
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
200+ 1.09% |
$6.17K - $7.64K
|
18.5K
$903K
|
|
Aug 12, 2022
Q2 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 2.2% |
$6.17K - $7.64K
|
9.31K
$454K
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
195+ 1.85% |
$6.01K - $7.45K
|
10.7K
$523K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
189+ 1.3% |
$5.83K - $7.22K
|
14.7K
$718K
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
171New |
$5.27K - $6.54K
|
171
$8.34K
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
167+ 0.37% |
$5.15K - $6.38K
|
44.9K
$2.19M
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
BUY
|
- |
165+ 0.52% |
$5.09K - $6.31K
|
31.8K
$1.55M
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
155+ 1.02% |
$4.78K - $5.92K
|
15.3K
$746K
|
|
Jul 07, 2022
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
152New |
$4.69K - $5.81K
|
152
$7.41K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
150New |
$4.63K - $5.73K
|
150
$7.31K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
145+ 0.9% |
$4.47K - $5.54K
|
16.3K
$796K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
139+ 0.95% |
$4.29K - $5.31K
|
14.8K
$719K
|
|
Jul 13, 2022
Q2 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
137+ 0.59% |
$4.23K - $5.24K
|
23.4K
$1.14M
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
137+ 0.53% |
$4.23K - $5.24K
|
26.2K
$1.27M
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
136+ 0.29% |
$4.19K - $5.2K
|
47.1K
$2.29M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
127+ 42.33% |
$3.92K - $4.85K
|
427
$20.8K
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
BUY
|
- |
125+ 3.12% |
$3.86K - $4.78K
|
4.13K
$201K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
125+ 0.79% |
$3.86K - $4.78K
|
15.9K
$776K
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
125+ 0.39% |
$3.86K - $4.78K
|
32.5K
$1.59M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
120+ 0.46% |
$3.7K - $4.59K
|
26K
$1.27M
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
116+ 0.38% |
$3.58K - $4.43K
|
30.8K
$1.5M
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
112+ 0.19% |
$3.45K - $4.28K
|
57.7K
$2.81M
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
105+ 1.0% |
$3.24K - $4.01K
|
10.6K
$515K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
102+ 2.17% |
$3.15K - $3.9K
|
4.81K
$234K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
100New |
$3.08K - $3.82K
|
100
$4.88K
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
100+ 0.86% |
$3.08K - $3.82K
|
11.7K
$571K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
99+ 0.8% |
$3.05K - $3.78K
|
12.5K
$607K
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
98+ 1.07% |
$3.02K - $3.75K
|
9.26K
$452K
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
93+ 0.21% |
$2.87K - $3.55K
|
43.8K
$2.13M
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
88+ 0.28% |
$2.71K - $3.36K
|
31.7K
$1.55M
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
87+ 4.62% |
$2.68K - $3.33K
|
1.97K
$96.1K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
86+ 6.29% |
$2.65K - $3.29K
|
1.45K
$70.8K
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
86+ 0.03% |
$2.65K - $3.29K
|
275K
$13.4M
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
85+ 0.16% |
$2.62K - $3.25K
|
52.5K
$2.56M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
83+ 0.44% |
$2.56K - $3.17K
|
18.9K
$923K
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
76+ 0.07% |
$2.34K - $2.9K
|
108K
$5.25M
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
75+ 0.97% |
$2.31K - $2.87K
|
7.8K
$380K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
74+ 0.38% |
$2.28K - $2.83K
|
19.4K
$943K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
74New |
$2.28K - $2.83K
|
74
$3.61K
|