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 |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-242- 2.3% |
$8.63K - $10K
|
10.3K
$505K
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-244- 0.39% |
$8.7K - $10.1K
|
61.9K
$3.04M
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-253- 0.69% |
$9.02K - $10.5K
|
36.4K
$1.79M
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-260- 7.56% |
$9.27K - $10.8K
|
3.18K
$156K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-260- 0.7% |
$9.27K - $10.8K
|
37.1K
$1.82M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-271Closed |
$9.66K - $11.2K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-272- 3.42% |
$9.7K - $11.3K
|
7.69K
$378K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-273- 17.85% |
$9.74K - $11.3K
|
1.26K
$61.7K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-276- 12.13% |
$9.84K - $11.4K
|
2K
$98.2K
|
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
SELL
|
- |
-283- 2.31% |
$10.1K - $11.7K
|
12K
$588K
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-284- 0.26% |
$10.1K - $11.8K
|
108K
$5.29M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-285- 1.46% |
$10.2K - $11.8K
|
19.3K
$946K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-286- 1.46% |
$10.2K - $11.8K
|
19.3K
$946K
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-288- 3.01% |
$10.3K - $11.9K
|
9.28K
$456K
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
SELL
|
- |
-295- 0.76% |
$10.5K - $12.2K
|
38.6K
$1.89M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-297- 2.31% |
$10.6K - $12.3K
|
12.6K
$617K
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-300- 4.98% |
$10.7K - $12.4K
|
5.72K
$281K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-320- 1.05% |
$11.4K - $13.3K
|
30K
$1.48M
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-321- 21.23% |
$11.4K - $13.3K
|
1.19K
$58.5K
|
|
|
May 13, 2022
Q1 2022
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-326- 5.33% |
$11.6K - $13.5K
|
5.79K
$284K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-327- 0.49% |
$11.7K - $13.5K
|
65.8K
$3.23M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-330- 1.73% |
$11.8K - $13.7K
|
18.7K
$920K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-331- 3.66% |
$11.8K - $13.7K
|
8.72K
$428K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-333- 5.23% |
$11.9K - $13.8K
|
6.03K
$296K
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-335Closed |
$11.9K - $13.9K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-336- 3.85% |
$12K - $13.9K
|
8.4K
$413K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-340- 2.98% |
$12.1K - $14.1K
|
11.1K
$544K
|
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-345- 2.17% |
$12.3K - $14.3K
|
15.6K
$765K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-350- 2.52% |
$12.5K - $14.5K
|
13.5K
$665K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-361- 7.52% |
$12.9K - $15K
|
4.44K
$218K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-365- 2.45% |
$13K - $15.1K
|
14.5K
$714K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-370- 1.66% |
$13.2K - $15.3K
|
21.9K
$1.07M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-376- 5.26% |
$13.4K - $15.6K
|
6.78K
$333K
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-377- 2.23% |
$13.4K - $15.6K
|
16.5K
$810K
|
|
|
Apr 05, 2022
Q1 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-400- 4.74% |
$14.3K - $16.6K
|
8.03K
$394K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-400- 3.85% |
$14.3K - $16.6K
|
9.99K
$491K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-400Closed |
$14.3K - $16.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-406- 1.44% |
$14.5K - $16.8K
|
27.8K
$1.37M
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-411Closed |
$14.7K - $17K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-417- 38.22% |
$14.9K - $17.3K
|
674
$33.1K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-420- 0.63% |
$15K - $17.4K
|
66.5K
$3.26M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-422- 4.0% |
$15K - $17.5K
|
10.1K
$497K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-431- 7.0% |
$15.4K - $17.9K
|
5.73K
$281K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-447Closed |
$15.9K - $18.5K
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-452- 0.91% |
$16.1K - $18.7K
|
49.1K
$2.41M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-457- 22.55% |
$16.3K - $18.9K
|
1.57K
$77.1K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-458- 7.14% |
$16.3K - $19K
|
5.96K
$293K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-461- 2.26% |
$16.4K - $19.1K
|
19.9K
$977K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-492- 35.96% |
$17.5K - $20.4K
|
876
$43K
|
|
|
May 10, 2022
Q1 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-497- 0.09% |
$17.7K - $20.6K
|
580K
$28.5M
|