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
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
16.8K+ 12.93% |
$519K - $643K
|
147K
$7.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.7K+ 16.94% |
$515K - $639K
|
115K
$5.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
16.1K+ 72.93% |
$497K - $616K
|
38.2K
$1.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
16.1KNew |
$497K - $615K
|
16.1K
$789K
|
|
|
Jul 20, 2022
Q2 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
15.9K+ 5.86% |
$491K - $609K
|
288K
$14.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
15.4KNew |
$474K - $588K
|
15.4K
$753K
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
15K+ 18.0% |
$463K - $574K
|
98.5K
$4.82M
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
15K+ 7040.38% |
$462K - $573K
|
15.2K
$745K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.6K+ 7.14% |
$451K - $559K
|
219K
$10.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$443K - $549K
|
14.4K
$704K
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
14.3KNew |
$441K - $547K
|
14.3K
$701K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
14.2K+ 96.45% |
$438K - $543K
|
28.9K
$1.42M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
13.7K+ 117.3% |
$423K - $524K
|
25.4K
$1.24M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13.7K+ 117.3% |
$423K - $524K
|
25.4K
$1.24M
|
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
BUY
|
- |
13.5K+ 2.2% |
$415K - $515K
|
626K
$30.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
13.2KNew |
$409K - $506K
|
13.2K
$649K
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
13KNew |
$400K - $496K
|
13K
$636K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
12.7K+ 124.41% |
$392K - $486K
|
23K
$1.12M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
12.6K+ 228.5% |
$388K - $481K
|
18.1K
$887K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
12.5K+ 1847.18% |
$384K - $476K
|
13.1K
$643K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
12.3K+ 7.31% |
$380K - $471K
|
181K
$8.87M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12.3K+ 132.61% |
$380K - $471K
|
21.6K
$1.06M
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
12KNew |
$369K - $457K
|
12K
$586K
|
|
|
Aug 15, 2022
Q2 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
11.9K+ 14.2% |
$367K - $455K
|
95.7K
$4.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
11.8K+ 3.6% |
$365K - $453K
|
341K
$16.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
11.8K+ 23.7% |
$364K - $452K
|
61.7K
$3.02M
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.7K+ 20.89% |
$362K - $448K
|
67.9K
$3.33M
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
11.5K+ 17.29% |
$353K - $438K
|
77.7K
$3.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
11.3KNew |
$349K - $433K
|
11.3K
$555K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
11.1K+ 19.19% |
$343K - $425K
|
69.1K
$3.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
11.1KNew |
$342K - $423K
|
11.1K
$543K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
11K+ 199.6% |
$339K - $420K
|
16.5K
$809K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
10.8K+ 135.01% |
$333K - $413K
|
18.8K
$922K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.7K+ 13.73% |
$330K - $409K
|
88.6K
$4.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
10.7KNew |
$329K - $408K
|
10.7K
$522K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.7K+ 5.87% |
$329K - $408K
|
192K
$9.43M
|
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
10.4K+ 38.83% |
$321K - $397K
|
37.2K
$1.82M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.4KNew |
$320K - $397K
|
10.4K
$509K
|
|
|
Aug 15, 2022
Q2 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
10K+ 4.35% |
$308K - $382K
|
240K
$11.8M
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.85K+ 42.92% |
$304K - $376K
|
32.8K
$1.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.67K+ 62.92% |
$298K - $369K
|
25K
$1.23M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.56K+ 67.31% |
$295K - $365K
|
23.8K
$1.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.49K+ 11.91% |
$293K - $363K
|
89.2K
$4.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
9.34K+ 120.24% |
$288K - $357K
|
17.1K
$838K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
9.33K+ 10.78% |
$288K - $356K
|
95.9K
$4.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
8.92KNew |
$275K - $341K
|
8.92K
$437K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.82KNew |
$272K - $337K
|
8.82K
$432K
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
8.79K+ 52.17% |
$271K - $336K
|
25.6K
$1.26M
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
8.76K+ 9.97% |
$270K - $335K
|
96.6K
$4.73M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
8.55KNew |
$264K - $327K
|
8.55K
$419K
|