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 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
900+ 15.13% |
$32.1K - $37.3K
|
6.85K
$336K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
900+ 9.22% |
$32.1K - $37.3K
|
10.7K
$522K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
888+ 0.43% |
$31.7K - $36.8K
|
210K
$10.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
866+ 12.77% |
$30.9K - $35.9K
|
7.65K
$375K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
854+ 7.13% |
$30.5K - $35.4K
|
12.8K
$629K
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
845+ 2.75% |
$30.1K - $35K
|
31.6K
$1.55M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
821+ 8.73% |
$29.3K - $34K
|
10.2K
$501K
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
812+ 4.95% |
$29K - $33.6K
|
17.2K
$843K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
800+ 0.25% |
$28.5K - $33.1K
|
317K
$15.5M
|
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
788+ 0.36% |
$28.1K - $32.6K
|
220K
$10.8M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
777New |
$27.7K - $32.2K
|
777
$38.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
775+ 116.37% |
$27.6K - $32.1K
|
1.44K
$70.6K
|
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
756+ 8.71% |
$27K - $31.3K
|
9.43K
$462K
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
750New |
$26.7K - $31.1K
|
750
$36.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
727+ 12.93% |
$25.9K - $30.1K
|
6.35K
$311K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
727+ 79.89% |
$25.9K - $30.1K
|
1.64K
$80.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
723+ 3.82% |
$25.8K - $29.9K
|
19.6K
$962K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
707+ 5.62% |
$25.2K - $29.3K
|
13.3K
$651K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
704+ 11.09% |
$25.1K - $29.2K
|
7.05K
$346K
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
700New |
$25K - $29K
|
700
$34.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
696+ 3.94% |
$24.8K - $28.8K
|
18.4K
$899K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
690+ 29.82% |
$24.6K - $28.6K
|
3K
$147K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
666New |
$23.7K - $27.6K
|
666
$32.6K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
661New |
$23.6K - $27.4K
|
661
$32.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
650+ 6.4% |
$23.2K - $26.9K
|
10.8K
$529K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
647+ 3.23% |
$23.1K - $26.8K
|
20.7K
$1.01M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
636+ 35.87% |
$22.7K - $26.3K
|
2.41K
$118K
|
|
|
May 25, 2022
Q1 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
625+ 4.01% |
$22.3K - $25.9K
|
16.2K
$795K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
617+ 3.39% |
$22K - $25.6K
|
18.8K
$921K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
602+ 481.6% |
$21.5K - $24.9K
|
727
$35.6K
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
600+ 3.38% |
$21.4K - $24.9K
|
18.3K
$898K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
599+ 3.86% |
$21.4K - $24.8K
|
16.1K
$789K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
598+ 296.04% |
$21.3K - $24.8K
|
800
$39.2K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
597+ 2.14% |
$21.3K - $24.7K
|
28.4K
$1.39M
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
584+ 5.53% |
$20.8K - $24.2K
|
11.1K
$546K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
580+ 2.68% |
$20.7K - $24K
|
22.2K
$1.09M
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
577+ 3.22% |
$20.6K - $23.9K
|
18.5K
$907K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
566+ 4.31% |
$20.2K - $23.4K
|
13.7K
$672K
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
565+ 0.86% |
$20.1K - $23.4K
|
66.6K
$3.26M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
564+ 1.52% |
$20.1K - $23.4K
|
37.7K
$1.85M
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
561+ 2.78% |
$20K - $23.2K
|
20.7K
$1.02M
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
561+ 5.22% |
$20K - $23.2K
|
11.3K
$554K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
545+ 4.28% |
$19.4K - $22.6K
|
13.3K
$650K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
530+ 42.4% |
$18.9K - $22K
|
1.78K
$87.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
529+ 2.71% |
$18.9K - $21.9K
|
20.1K
$984K
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
529+ 2.19% |
$18.9K - $21.9K
|
24.7K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
519New |
$18.5K - $21.5K
|
519
$25.4K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
509+ 0.16% |
$18.2K - $21.1K
|
318K
$15.6M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
506+ 53.1% |
$18K - $21K
|
1.46K
$71.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
503+ 5.58% |
$17.9K - $20.8K
|
9.51K
$466K
|