Purchases and Sales Made in Q1 2022 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.6K+ 23.25% |
$128K - $149K
|
19.1K
$936K
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 1.87% |
$128K - $148K
|
195K
$9.59M
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
3.54K+ 41.99% |
$126K - $147K
|
12K
$589K
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
3.54K+ 52.54% |
$126K - $147K
|
10.3K
$505K
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.53K+ 3.11% |
$126K - $146K
|
117K
$5.75M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.51K+ 3.21% |
$125K - $145K
|
113K
$5.53M
|
|
May 16, 2022
Q1 2022
|
Cowen And Company, LLC
|
BUY
|
- |
3.44KNew |
$123K - $142K
|
3.44K
$169K
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.32K+ 3.09% |
$119K - $138K
|
111K
$5.45M
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
3.3K+ 36.43% |
$118K - $137K
|
12.4K
$607K
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.26K+ 15.7% |
$116K - $135K
|
24K
$1.18M
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
3.24K+ 26.5% |
$116K - $134K
|
15.5K
$760K
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.23K+ 6.82% |
$115K - $134K
|
50.6K
$2.48M
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
BUY
|
- |
3.21KNew |
$114K - $133K
|
3.21K
$158K
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.13K+ 3.19% |
$112K - $130K
|
101K
$4.97M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.12K+ 0.14% |
$111K - $129K
|
2.26M
$111M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.12K+ 7.32% |
$111K - $129K
|
45.7K
$2.25M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
3.12K+ 3.29% |
$111K - $129K
|
97.9K
$4.81M
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.08K+ 9.6% |
$110K - $127K
|
35.1K
$1.73M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.07K+ 14.22% |
$109K - $127K
|
24.6K
$1.21M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.04K+ 19.21% |
$109K - $126K
|
18.9K
$928K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.03K+ 82.8% |
$108K - $126K
|
6.69K
$329K
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
3KNew |
$107K - $124K
|
3K
$147K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.98K+ 7.67% |
$106K - $124K
|
41.9K
$2.06M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.97K+ 7.69% |
$106K - $123K
|
41.5K
$2.04M
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2.93KNew |
$104K - $121K
|
2.93K
$144K
|
|
Aug 21, 2023
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2.93KNew |
$104K - $121K
|
2.93K
$144K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.91K+ 3.97% |
$104K - $121K
|
76.4K
$3.75M
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.84K+ 9.86% |
$101K - $118K
|
31.6K
$1.55M
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.84KNew |
$101K - $117K
|
2.84K
$139K
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.82K+ 6.48% |
$100K - $117K
|
46.3K
$2.27M
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.77KNew |
$98.7K - $115K
|
2.77K
$136K
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.72K+ 20.36% |
$97.1K - $113K
|
16.1K
$791K
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.71K+ 18.68% |
$96.7K - $112K
|
17.2K
$846K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.67K+ 35.06% |
$95.4K - $111K
|
10.3K
$506K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.63K+ 3.6% |
$93.9K - $109K
|
75.7K
$3.72M
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.61K+ 13.22% |
$92.9K - $108K
|
22.3K
$1.1M
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
2.6K+ 26.38% |
$92.6K - $108K
|
12.4K
$611K
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.58K+ 4.69% |
$92.1K - $107K
|
57.7K
$2.84M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.56K+ 14.66% |
$91.1K - $106K
|
20K
$982K
|
|
May 13, 2022
Q1 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.55K+ 0.24% |
$90.9K - $106K
|
1.08M
$53M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.55K+ 1.79% |
$90.8K - $105K
|
145K
$7.13M
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.53K+ 2.34% |
$90.1K - $105K
|
110K
$5.43M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.53K+ 8.61% |
$90K - $105K
|
31.8K
$1.56M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.51K+ 3.07% |
$89.5K - $104K
|
84.3K
$4.14M
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.5K+ 12.32% |
$89.1K - $104K
|
22.8K
$1.12M
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.49K+ 38.85% |
$88.8K - $103K
|
8.9K
$437K
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
2.47K+ 0.44% |
$88K - $102K
|
566K
$27.8M
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.47K+ 14.08% |
$88K - $102K
|
20K
$981K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.46K+ 50.83% |
$87.9K - $102K
|
7.31K
$359K
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.45K+ 15.6% |
$87.2K - $101K
|
18.1K
$890K
|