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 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.07K- 12.33% |
$109K - $127K
|
21.8K
$1.07M
|
|
|
May 04, 2022
Q1 2022
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.12K- 3.1% |
$111K - $129K
|
97.5K
$4.79M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.21K- 24.64% |
$114K - $133K
|
9.81K
$482K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-3.24K- 0.66% |
$116K - $134K
|
486K
$23.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-3.28K- 12.34% |
$117K - $136K
|
23.3K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-3.29K- 1.14% |
$117K - $136K
|
284K
$14M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.4K- 66.96% |
$121K - $141K
|
1.68K
$82.3K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.43K- 6.28% |
$122K - $142K
|
51.2K
$2.51M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.61KClosed |
$129K - $150K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-3.63K- 9.27% |
$129K - $150K
|
35.5K
$1.74M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.71K- 2.54% |
$132K - $154K
|
142K
$6.98M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-3.72K- 19.91% |
$133K - $154K
|
15K
$735K
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-3.77K- 4.79% |
$134K - $156K
|
74.9K
$3.68M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.77K- 27.72% |
$134K - $156K
|
9.83K
$483K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.89K- 36.68% |
$139K - $161K
|
6.72K
$330K
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-3.9K- 66.23% |
$139K - $161K
|
1.99K
$97.5K
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-4K- 5.42% |
$143K - $166K
|
69.8K
$3.43M
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-4.04K- 6.49% |
$144K - $167K
|
58.2K
$2.86M
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-4.12K- 3.0% |
$147K - $171K
|
133K
$6.55M
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-4.17KClosed |
$149K - $173K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.23K- 8.95% |
$151K - $175K
|
43K
$2.11M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-4.36K- 23.81% |
$155K - $180K
|
13.9K
$684K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.4K- 12.22% |
$157K - $182K
|
31.6K
$1.55M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-4.4KClosed |
$157K - $182K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.54K- 35.44% |
$162K - $188K
|
8.27K
$406K
|
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-4.6KClosed |
$164K - $191K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.62K- 4.33% |
$165K - $191K
|
102K
$5.01M
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.62K- 28.42% |
$165K - $191K
|
11.6K
$572K
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-4.68K- 3.86% |
$167K - $194K
|
117K
$5.72M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.7KClosed |
$168K - $195K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.71K- 9.91% |
$168K - $195K
|
42.8K
$2.1M
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-4.8K- 17.2% |
$171K - $199K
|
23.1K
$1.13M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-4.88K- 3.42% |
$174K - $202K
|
138K
$6.77M
|
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.93K- 6.35% |
$176K - $204K
|
72.6K
$3.57M
|
|
|
May 09, 2022
Q1 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-4.95K- 17.98% |
$177K - $205K
|
22.6K
$1.11M
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5.13KClosed |
$183K - $212K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-5.15KClosed |
$183K - $213K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.18K- 5.28% |
$185K - $215K
|
92.9K
$4.56M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5.2KClosed |
$185K - $215K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.25KClosed |
$187K - $218K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.32K- 4.35% |
$190K - $220K
|
117K
$5.75M
|
|
|
Apr 22, 2022
Q1 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-5.4K- 33.88% |
$193K - $224K
|
10.5K
$518K
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.4KClosed |
$193K - $224K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-5.48KClosed |
$195K - $227K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.53K- 9.14% |
$197K - $229K
|
54.9K
$2.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.56KClosed |
$198K - $230K
|
0
$0
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-5.6KClosed |
$200K - $232K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.6KClosed |
$200K - $232K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-5.61KClosed |
$200K - $232K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.64K- 7.7% |
$201K - $234K
|
67.6K
$3.32M
|