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 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-5.66K- 25.01% |
$202K - $234K
|
17K
$833K
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5.71KClosed |
$204K - $237K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-5.71K- 2.33% |
$204K - $237K
|
239K
$11.7M
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.74K- 4.71% |
$205K - $238K
|
116K
$5.7M
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.8K- 22.91% |
$207K - $240K
|
19.5K
$958K
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-5.8KClosed |
$207K - $240K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-5.8K- 36.36% |
$207K - $240K
|
10.2K
$498K
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-5.82K- 6.03% |
$208K - $241K
|
90.7K
$4.45M
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.83KClosed |
$208K - $242K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-5.9K- 6.96% |
$210K - $244K
|
78.9K
$3.88M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.9K- 4.11% |
$210K - $244K
|
138K
$6.75M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.93K- 4.71% |
$211K - $246K
|
120K
$5.9M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6K- 1.75% |
$214K - $249K
|
337K
$16.5M
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.05K- 5.03% |
$216K - $250K
|
114K
$5.61M
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-6.07K- 19.81% |
$216K - $251K
|
24.6K
$1.21M
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6.07K- 45.85% |
$217K - $252K
|
7.17K
$352K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6.08K- 40.36% |
$217K - $252K
|
8.99K
$441K
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
SELL
|
- |
-6.13KClosed |
$218K - $254K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-6.35KClosed |
$226K - $263K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6.4KClosed |
$228K - $265K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-6.45K- 1.03% |
$230K - $267K
|
617K
$30.3M
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6.47KClosed |
$231K - $268K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-6.5KClosed |
$232K - $269K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-6.64K- 12.39% |
$237K - $275K
|
47K
$2.31M
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-6.81K- 4.77% |
$243K - $282K
|
136K
$6.67M
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-6.83KClosed |
$243K - $283K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-6.88K- 53.67% |
$245K - $285K
|
5.94K
$292K
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-6.88K- 38.86% |
$245K - $285K
|
10.8K
$532K
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.92KClosed |
$247K - $286K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.92K- 5.13% |
$247K - $287K
|
128K
$6.29M
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.98K- 29.88% |
$249K - $289K
|
16.4K
$804K
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-6.98KClosed |
$249K - $289K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-6.99K- 44.29% |
$249K - $289K
|
8.79K
$432K
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-7K- 16.66% |
$250K - $290K
|
35K
$1.72M
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-7.06K- 55.35% |
$252K - $292K
|
5.69K
$280K
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-7.09KClosed |
$253K - $294K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.09K- 49.08% |
$253K - $294K
|
7.36K
$361K
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-7.13KClosed |
$254K - $295K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.18K- 8.22% |
$256K - $297K
|
80.1K
$3.94M
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-7.19KClosed |
$256K - $298K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-7.24K- 99.11% |
$258K - $300K
|
65
$3.19K
|
|
Apr 14, 2022
Q1 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-7.33K- 31.22% |
$261K - $303K
|
16.1K
$793K
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-7.34KClosed |
$262K - $304K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.39K- 42.88% |
$264K - $306K
|
9.85K
$484K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.42K- 6.57% |
$265K - $307K
|
106K
$5.19M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-7.44KClosed |
$265K - $308K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-7.47K- 5.4% |
$266K - $309K
|
131K
$6.42M
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-7.52K- 17.61% |
$268K - $311K
|
35.2K
$1.73M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.65K- 7.22% |
$273K - $317K
|
98.3K
$4.83M
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-7.68K- 25.1% |
$274K - $318K
|
22.9K
$1.13M
|