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 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
49.4KNew |
$1.76M - $2.05M
|
49.4K
$2.42M
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
49.2K+ 40.71% |
$1.75M - $2.04M
|
170K
$8.33M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
47.8K+ 7.0% |
$1.7M - $1.98M
|
730K
$35.7M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
47.3K+ 44.33% |
$1.69M - $1.96M
|
154K
$7.54M
|
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
BUY
|
- |
44.5KNew |
$1.59M - $1.84M
|
44.5K
$2.18M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
44.3K+ 3.28% |
$1.58M - $1.83M
|
1.39M
$68.2M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43.8K+ 173.22% |
$1.56M - $1.82M
|
69.2K
$3.39M
|
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
43.8KNew |
$1.56M - $1.81M
|
43.8K
$2.14M
|
|
|
May 13, 2022
Q1 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
43.5K+ 108.04% |
$1.55M - $1.8M
|
83.8K
$4.1M
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
42.7K+ 23.82% |
$1.52M - $1.77M
|
222K
$10.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
42.7K+ 13.95% |
$1.52M - $1.77M
|
349K
$17.1M
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
42.3K+ 3.17% |
$1.51M - $1.75M
|
1.38M
$67.4M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
42K+ 17.67% |
$1.5M - $1.74M
|
279K
$13.7M
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
41.5K+ 141.8% |
$1.48M - $1.72M
|
70.8K
$3.47M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
41K+ 2616.59% |
$1.46M - $1.7M
|
42.6K
$2.09M
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
41K+ 78.34% |
$1.46M - $1.7M
|
93.3K
$4.57M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
41K+ 754.74% |
$1.46M - $1.7M
|
46.4K
$2.27M
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
40.9K+ 12.54% |
$1.46M - $1.69M
|
367K
$18M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
40.5K+ 17.93% |
$1.44M - $1.68M
|
266K
$13M
|
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
38.8KNew |
$1.39M - $1.61M
|
38.8K
$1.9M
|
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
38.5K+ 31.69% |
$1.37M - $1.59M
|
160K
$7.83M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
37.5K+ 113.4% |
$1.34M - $1.55M
|
70.5K
$3.45M
|
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
36.9KNew |
$1.32M - $1.53M
|
36.9K
$1.81M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
34.7K+ 16.66% |
$1.24M - $1.44M
|
243K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
33.7K+ 50.83% |
$1.2M - $1.4M
|
100K
$4.9M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33.2K+ 29.59% |
$1.18M - $1.38M
|
145K
$7.12M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
32.9KNew |
$1.17M - $1.36M
|
32.9K
$1.61M
|
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
32.8KNew |
$1.17M - $1.36M
|
32.8K
$1.6M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32.7K+ 24.73% |
$1.17M - $1.36M
|
165K
$8.09M
|
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
32.7K+ 49.59% |
$1.17M - $1.35M
|
98.6K
$4.83M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.6KNew |
$1.16M - $1.35M
|
32.6K
$1.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
32.5K+ 60.48% |
$1.16M - $1.35M
|
86.2K
$4.22M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
32.4K+ 18.83% |
$1.16M - $1.34M
|
205K
$10M
|
|
|
May 11, 2022
Q1 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
32.2KNew |
$1.15M - $1.33M
|
32.2K
$1.58M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31.7K+ 12.02% |
$1.13M - $1.31M
|
296K
$14.5M
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
31.6KNew |
$1.13M - $1.31M
|
31.6K
$1.55M
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
31.1K+ 338.1% |
$1.11M - $1.29M
|
40.3K
$1.97M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
29.3KNew |
$1.04M - $1.21M
|
29.3K
$1.44M
|
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
29K+ 14.05% |
$1.04M - $1.2M
|
236K
$11.6M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
28.9KNew |
$1.03M - $1.2M
|
28.9K
$1.42M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
28.5K+ 4.42% |
$1.01M - $1.18M
|
673K
$33M
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
27.5K+ 19.57% |
$979K - $1.14M
|
168K
$8.22M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.6K+ 83.97% |
$949K - $1.1M
|
58.3K
$2.85M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26.2K+ 352.8% |
$936K - $1.09M
|
33.7K
$1.65M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
26.1K+ 17.23% |
$931K - $1.08M
|
178K
$8.7M
|
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
26K+ 53.39% |
$928K - $1.08M
|
74.8K
$3.66M
|
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
26KNew |
$928K - $1.08M
|
26K
$1.27M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
25.5K+ 59.08% |
$911K - $1.06M
|
68.8K
$3.37M
|
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
BUY
|
- |
25.5KNew |
$908K - $1.05M
|
25.5K
$1.25M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.3K+ 6.3% |
$901K - $1.05M
|
426K
$20.9M
|