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 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
7.62K+ 23.13% |
$272K - $316K
|
40.6K
$1.99M
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.42K+ 1.93% |
$265K - $307K
|
392K
$19.2M
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.42K+ 1.93% |
$265K - $307K
|
392K
$19.2M
|
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
7.36K+ 7.08% |
$262K - $305K
|
111K
$5.45M
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
7.33K+ 63.26% |
$261K - $303K
|
18.9K
$926K
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
7.18KNew |
$256K - $298K
|
7.18K
$352K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.13K+ 34.16% |
$254K - $295K
|
28K
$1.37M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.12K+ 28.88% |
$254K - $295K
|
31.8K
$1.56M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
7.04KNew |
$251K - $292K
|
7.04K
$345K
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
7.03K+ 29.93% |
$251K - $291K
|
30.5K
$1.5M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7K+ 49.45% |
$250K - $290K
|
21.2K
$1.04M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
6.99K+ 4.57% |
$249K - $289K
|
160K
$7.84M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6.98K+ 1.9% |
$249K - $289K
|
375K
$18.4M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.89K+ 30.94% |
$246K - $286K
|
29.2K
$1.43M
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.8KNew |
$242K - $281K
|
6.8K
$333K
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6.76K+ 2.22% |
$241K - $280K
|
312K
$15.3M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
6.75K+ 43.95% |
$241K - $280K
|
22.1K
$1.08M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
6.73KNew |
$240K - $279K
|
6.73K
$330K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
6.73KNew |
$240K - $279K
|
6.73K
$330K
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.71K+ 44.4% |
$239K - $278K
|
21.8K
$1.07M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.61K+ 12.42% |
$236K - $274K
|
59.8K
$2.93M
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
6.47KNew |
$231K - $268K
|
6.47K
$317K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
6.43K+ 63.29% |
$229K - $266K
|
16.6K
$812K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
6.4KNew |
$228K - $265K
|
6.4K
$314K
|
|
|
Apr 27, 2022
Q1 2022
|
Tamar Securities, LLC
|
BUY
|
- |
6.4K+ 2.47% |
$228K - $265K
|
265K
$13M
|
|
|
Apr 29, 2022
Q1 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6.35K+ 37.3% |
$226K - $263K
|
23.4K
$1.14M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
6.31KNew |
$225K - $261K
|
6.31K
$309K
|
|
|
Apr 13, 2022
Q1 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
6.3K+ 4.95% |
$225K - $261K
|
134K
$6.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.28K+ 17.65% |
$224K - $260K
|
41.8K
$2.05M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
6.27K+ 3.4% |
$224K - $260K
|
191K
$9.35M
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6.18KNew |
$220K - $256K
|
6.18K
$303K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
6.18K+ 321.89% |
$220K - $256K
|
8.1K
$397K
|
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.14K+ 8.68% |
$219K - $254K
|
76.9K
$3.77M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
6.12K+ 241.82% |
$218K - $254K
|
8.66K
$424K
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
6.04K+ 40.46% |
$215K - $250K
|
21K
$1.03M
|
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
6K+ 23.85% |
$214K - $249K
|
31.2K
$1.53M
|
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
6KNew |
$214K - $249K
|
6K
$294K
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
5.99KNew |
$213K - $248K
|
5.99K
$293K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
5.96K+ 9.01% |
$213K - $247K
|
72.1K
$3.53M
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
5.96K+ 27.72% |
$212K - $247K
|
27.4K
$1.34M
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
5.95KNew |
$212K - $247K
|
5.95K
$292K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
5.94KNew |
$212K - $246K
|
5.94K
$291K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.89K+ 283.05% |
$210K - $244K
|
7.98K
$391K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
BUY
|
- |
5.88K+ 35.91% |
$210K - $244K
|
22.3K
$1.09M
|
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
5.87KNew |
$209K - $243K
|
5.87K
$288K
|
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
5.87K+ 9.71% |
$209K - $243K
|
66.3K
$3.25M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.86K+ 22.33% |
$209K - $243K
|
32.1K
$1.57M
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
5.78KNew |
$206K - $240K
|
5.78K
$283K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5.77K+ 6.66% |
$206K - $239K
|
92.4K
$4.53M
|
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.71K+ 0.85% |
$204K - $237K
|
674K
$33M
|