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 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.1K- 29.2% |
$824K - $957K
|
56K
$2.74M
|
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-23.2K- 8.16% |
$827K - $961K
|
261K
$12.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-23.5K- 29.23% |
$837K - $972K
|
56.8K
$2.78M
|
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-24.1KClosed |
$861K - $1M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-24.7K- 57.21% |
$881K - $1.02M
|
18.5K
$906K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-25.4K- 26.08% |
$905K - $1.05M
|
72K
$3.53M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-26.1K- 29.11% |
$931K - $1.08M
|
63.6K
$3.11M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.1K- 2.74% |
$931K - $1.08M
|
925K
$45.3M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-26.2KClosed |
$936K - $1.09M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-26.4K- 67.4% |
$942K - $1.09M
|
12.8K
$626K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-26.9K- 1.9% |
$958K - $1.11M
|
1.38M
$67.8M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-27.4K- 99.02% |
$976K - $1.13M
|
272
$13.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-28KClosed |
$997K - $1.16M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
SELL
|
- |
-28.1K- 2.11% |
$1M - $1.16M
|
1.31M
$64M
|
|
|
May 04, 2022
Q1 2022
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-28.3KClosed |
$1.01M - $1.17M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-28.7KClosed |
$1.02M - $1.19M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-28.8K- 47.32% |
$1.03M - $1.19M
|
32K
$1.57M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.5K- 10.1% |
$1.05M - $1.22M
|
263K
$12.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-29.8K- 15.57% |
$1.06M - $1.23M
|
162K
$7.91M
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-29.9KClosed |
$1.07M - $1.24M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
SELL
|
- |
-30.5KClosed |
$1.09M - $1.26M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-31.8K- 12.47% |
$1.13M - $1.32M
|
223K
$10.9M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-32.1K- 31.94% |
$1.15M - $1.33M
|
68.5K
$3.36M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-33.1K- 10.72% |
$1.18M - $1.37M
|
275K
$13.5M
|
|
|
May 16, 2022
Q1 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-33.2KClosed |
$1.19M - $1.38M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-34.3KClosed |
$1.22M - $1.42M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-35K- 13.21% |
$1.25M - $1.45M
|
230K
$11.3M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-35.7K- 21.24% |
$1.27M - $1.48M
|
133K
$6.49M
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-35.8K- 47.91% |
$1.28M - $1.48M
|
39K
$1.91M
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-36.5KClosed |
$1.3M - $1.51M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-37.7KClosed |
$1.34M - $1.56M
|
0
$0
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-37.8KClosed |
$1.35M - $1.57M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-38.4K- 48.36% |
$1.37M - $1.59M
|
41K
$2.01M
|
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-41.5K- 69.4% |
$1.48M - $1.72M
|
18.3K
$897K
|
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-42.2KClosed |
$1.5M - $1.75M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-43K- 25.73% |
$1.53M - $1.78M
|
124K
$6.08M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-43.2K- 49.7% |
$1.54M - $1.79M
|
43.7K
$2.14M
|
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-43.5K- 52.09% |
$1.55M - $1.8M
|
40K
$1.96M
|
|
|
Apr 19, 2022
Q1 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-44KClosed |
$1.57M - $1.82M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-44.2K- 90.68% |
$1.57M - $1.83M
|
4.54K
$222K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-44.6K- 16.89% |
$1.59M - $1.85M
|
220K
$10.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-45KClosed |
$1.6M - $1.86M
|
0
$0
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-45.8K- 23.06% |
$1.63M - $1.9M
|
153K
$7.48M
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-46.5K- 4.51% |
$1.66M - $1.93M
|
984K
$48.2M
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-46.8KClosed |
$1.67M - $1.94M
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-47.2K- 31.68% |
$1.68M - $1.96M
|
102K
$4.99M
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-47.4K- 14.62% |
$1.69M - $1.96M
|
277K
$13.6M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-48.1K- 98.0% |
$1.72M - $1.99M
|
983
$48.2K
|
|
|
May 10, 2022
Q1 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-48.4K- 1.48% |
$1.72M - $2M
|
3.21M
$157M
|
|
|
May 16, 2022
Q1 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-50.1K- 18.31% |
$1.79M - $2.08M
|
224K
$11M
|