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 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-7.98K- 5.34% |
$246K - $305K
|
141K
$6.67M
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-8K- 5.18% |
$247K - $306K
|
146K
$6.9M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.15K- 64.91% |
$251K - $311K
|
4.41K
$208K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.39K- 34.1% |
$259K - $321K
|
16.2K
$765K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.5K- 2.44% |
$262K - $325K
|
340K
$16M
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-8.51K- 10.79% |
$262K - $325K
|
70.3K
$3.32M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-8.66KClosed |
$267K - $331K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.7K- 14.66% |
$268K - $333K
|
50.6K
$2.39M
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-8.75K- 14.86% |
$270K - $334K
|
50.2K
$2.37M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-8.95K- 2.64% |
$276K - $342K
|
330K
$15.5M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-9.13K- 29.71% |
$281K - $349K
|
21.6K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-9.14K- 25.72% |
$282K - $349K
|
26.4K
$1.24M
|
|
Aug 08, 2022
Q2 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-9.17KClosed |
$283K - $350K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-9.18K- 22.48% |
$283K - $351K
|
31.6K
$1.49M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.2K- 39.25% |
$284K - $352K
|
14.2K
$671K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.24K- 12.74% |
$285K - $353K
|
63.2K
$2.98M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.25K- 5.34% |
$285K - $354K
|
164K
$7.73M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-9.31K- 36.59% |
$287K - $356K
|
16.1K
$761K
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9.41KClosed |
$290K - $360K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-9.51KClosed |
$293K - $363K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-9.6K- 37.97% |
$296K - $367K
|
15.7K
$739K
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-9.65K- 46.95% |
$298K - $369K
|
10.9K
$514K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.78K- 41.43% |
$301K - $374K
|
13.8K
$652K
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.78K- 23.18% |
$302K - $374K
|
32.4K
$1.53M
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-9.86K- 17.07% |
$304K - $377K
|
47.9K
$2.26M
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-9.98K- 35.09% |
$308K - $381K
|
18.5K
$871K
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-10.2KClosed |
$313K - $388K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-10.2K- 47.1% |
$313K - $388K
|
11.4K
$538K
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-10.8K- 8.11% |
$333K - $412K
|
122K
$5.77M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.1K- 32.88% |
$342K - $423K
|
22.6K
$1.07M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.1K- 7.63% |
$342K - $423K
|
134K
$6.32M
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
SELL
|
- |
-11.1K- 33.33% |
$342K - $423K
|
22.2K
$1.05M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-11.4K- 7.98% |
$350K - $434K
|
131K
$6.17M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11.4K- 44.06% |
$350K - $434K
|
14.4K
$680K
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
SELL
|
- |
-11.5KClosed |
$353K - $438K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-11.5K- 27.09% |
$355K - $440K
|
31K
$1.46M
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-11.5KClosed |
$355K - $441K
|
0
$0
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-11.6KClosed |
$359K - $445K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11.7K- 6.36% |
$361K - $448K
|
172K
$8.13M
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11.8K- 3.15% |
$365K - $452K
|
363K
$17.1M
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-11.9K- 7.48% |
$368K - $456K
|
148K
$6.97M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 1.32% |
$371K - $459K
|
895K
$42.2M
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12K- 43.41% |
$371K - $459K
|
15.7K
$739K
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-12.2K- 4.66% |
$378K - $468K
|
250K
$11.8M
|
|
Jul 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-12.4K- 61.01% |
$383K - $474K
|
7.93K
$374K
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-12.4KClosed |
$384K - $476K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-12.6KClosed |
$388K - $481K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-12.8KClosed |
$394K - $488K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-12.9K- 11.61% |
$398K - $494K
|
98.4K
$4.64M
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
SELL
|
- |
-13.1KClosed |
$402K - $499K
|
0
$0
|