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 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-245Closed |
$7.56K - $9.36K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-248- 1.61% |
$7.65K - $9.48K
|
15.1K
$738K
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-253- 0.54% |
$7.8K - $9.67K
|
46.7K
$2.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-260- 1.88% |
$8.02K - $9.94K
|
13.6K
$661K
|
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-261- 0.66% |
$8.05K - $9.98K
|
39.5K
$1.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-275- 3.28% |
$8.48K - $10.5K
|
8.1K
$395K
|
|
|
Aug 12, 2022
Q2 2022
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-277- 3.15% |
$8.54K - $10.6K
|
8.51K
$415K
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-287- 1.05% |
$8.85K - $11K
|
26.9K
$1.31M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-287- 5.65% |
$8.85K - $11K
|
4.79K
$234K
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-293- 2.08% |
$9.04K - $11.2K
|
13.8K
$673K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-295- 2.32% |
$9.1K - $11.3K
|
12.4K
$606K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-295- 2.32% |
$9.1K - $11.3K
|
12.4K
$606K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-304- 4.69% |
$9.38K - $11.6K
|
6.18K
$301K
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
SELL
|
- |
-305- 1.33% |
$9.41K - $11.7K
|
22.6K
$1.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-325Closed |
$10K - $12.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-330- 1.52% |
$10.2K - $12.6K
|
21.3K
$1.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-344- 1.9% |
$10.6K - $13.1K
|
17.8K
$868K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
SELL
|
- |
-345- 1.82% |
$10.6K - $13.2K
|
18.6K
$905K
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-350- 1.11% |
$10.8K - $13.4K
|
31.2K
$1.52M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-353Closed |
$10.9K - $13.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-362- 1.13% |
$11.2K - $13.8K
|
31.7K
$1.54M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-369- 1.85% |
$11.4K - $14.1K
|
19.6K
$957K
|
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-375- 3.56% |
$11.6K - $14.3K
|
10.2K
$495K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-388- 5.52% |
$12K - $14.8K
|
6.64K
$324K
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-414- 1.74% |
$12.8K - $15.8K
|
23.4K
$1.14M
|
|
|
Jul 26, 2022
Q2 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-415- 6.12% |
$12.8K - $15.9K
|
6.36K
$310K
|
|
|
Jul 21, 2022
Q2 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-420- 0.68% |
$13K - $16.1K
|
61.5K
$3M
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-422- 1.87% |
$13K - $16.1K
|
22.2K
$1.08M
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-423- 1.74% |
$13K - $16.2K
|
23.9K
$1.16M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-436- 5.32% |
$13.4K - $16.7K
|
7.76K
$378K
|
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-445- 1.8% |
$13.7K - $17K
|
24.2K
$1.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-447- 0.15% |
$13.8K - $17.1K
|
299K
$14.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-447- 6.04% |
$13.8K - $17.1K
|
6.95K
$339K
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-450- 4.12% |
$13.9K - $17.2K
|
10.5K
$511K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-450Closed |
$13.9K - $17.2K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-451Closed |
$13.9K - $17.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-457- 1.12% |
$14.1K - $17.5K
|
40.3K
$1.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-461- 4.23% |
$14.2K - $17.6K
|
10.4K
$509K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-476- 3.47% |
$14.7K - $18.2K
|
13.2K
$645K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-484- 30.83% |
$14.9K - $18.5K
|
1.09K
$52.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-485- 6.03% |
$15K - $18.5K
|
7.56K
$369K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-490- 0.13% |
$15.1K - $18.7K
|
391K
$19M
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 0.43% |
$15.4K - $19.1K
|
117K
$5.68M
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-500Closed |
$15.4K - $19.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-500- 6.11% |
$15.4K - $19.1K
|
7.68K
$374K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-500- 5.04% |
$15.4K - $19.1K
|
9.43K
$460K
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-500- 5.13% |
$15.4K - $19.1K
|
9.25K
$451K
|
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-506- 1.62% |
$15.6K - $19.3K
|
30.7K
$1.49M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-508- 6.27% |
$15.7K - $19.4K
|
7.59K
$370K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-515- 6.13% |
$15.9K - $19.7K
|
7.89K
$384K
|