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 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.47K- 16.56% |
$45.5K - $56.3K
|
7.43K
$362K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.48K- 13.11% |
$45.8K - $56.7K
|
9.84K
$480K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-1.49K- 4.49% |
$45.8K - $56.8K
|
31.6K
$1.54M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.53K- 6.16% |
$47.2K - $58.6K
|
23.3K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.56KClosed |
$48.1K - $59.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.57K- 11.03% |
$48.4K - $60K
|
12.7K
$617K
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.57K- 4.72% |
$48.4K - $60K
|
31.7K
$1.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.58K- 8.37% |
$48.6K - $60.2K
|
17.2K
$840K
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.6K- 2.29% |
$49.2K - $61K
|
68.2K
$3.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.61K- 50.5% |
$49.7K - $61.5K
|
1.58K
$76.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.62K- 67.37% |
$50.1K - $62K
|
786
$38.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.64KClosed |
$50.4K - $62.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.64KClosed |
$50.5K - $62.6K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.65K- 8.92% |
$50.9K - $63K
|
16.8K
$821K
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.65K- 8.92% |
$50.9K - $63.1K
|
16.9K
$822K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.66KClosed |
$51.3K - $63.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.69K- 2.3% |
$52.2K - $64.7K
|
71.8K
$3.5M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.71K- 17.06% |
$52.6K - $65.2K
|
8.3K
$405K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.73K- 6.26% |
$53.4K - $66.2K
|
26K
$1.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-1.74K- 1.31% |
$53.6K - $66.5K
|
131K
$6.37M
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.79KClosed |
$55K - $68.2K
|
0
$0
|
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.79K- 13.34% |
$55.1K - $68.3K
|
11.6K
$566K
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.81K- 14.64% |
$55.8K - $69.2K
|
10.6K
$515K
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.86K- 1.69% |
$57.5K - $71.2K
|
109K
$5.29M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.87K- 2.01% |
$57.6K - $71.4K
|
91K
$4.44M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.88K- 19.92% |
$57.9K - $71.7K
|
7.55K
$368K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.89K- 21.51% |
$58.2K - $72.1K
|
6.89K
$336K
|
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
SELL
|
- |
-1.9KClosed |
$58.7K - $72.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.92K- 0.87% |
$59.2K - $73.3K
|
218K
$10.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.99K- 6.03% |
$61.3K - $76K
|
31K
$1.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.99K- 2.29% |
$61.4K - $76.1K
|
85K
$4.15M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2KClosed |
$61.6K - $76.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2K- 3.04% |
$61.7K - $76.5K
|
63.8K
$3.11M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.01K- 8.41% |
$61.9K - $76.7K
|
21.9K
$1.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.01K- 3.07% |
$62K - $76.8K
|
63.5K
$3.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.03K- 2.82% |
$62.5K - $77.4K
|
69.7K
$3.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-2.04K- 2.1% |
$62.8K - $77.9K
|
95K
$4.63M
|
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.06K- 9.4% |
$63.4K - $78.6K
|
19.8K
$966K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.11K- 5.81% |
$65.1K - $80.7K
|
34.3K
$1.67M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.12K- 21.53% |
$65.3K - $80.9K
|
7.71K
$376K
|
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.12K- 10.81% |
$65.5K - $81.1K
|
17.5K
$854K
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.18K- 3.9% |
$67.3K - $83.4K
|
53.7K
$2.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.19K- 13.47% |
$67.6K - $83.7K
|
14.1K
$686K
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.2K- 3.94% |
$67.8K - $84.1K
|
53.6K
$2.62M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.21K- 4.46% |
$68.2K - $84.6K
|
47.4K
$2.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.3KClosed |
$70.8K - $87.7K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.3K- 10.97% |
$70.9K - $87.9K
|
18.7K
$910K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.3K- 5.55% |
$71K - $88K
|
39.2K
$1.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.32K- 14.39% |
$71.5K - $88.6K
|
13.8K
$673K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.35K- 5.61% |
$72.5K - $89.8K
|
39.5K
$1.93M
|