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 Insights, Inc.
|
BUY
|
- |
5.7KNew |
$203K - $236K
|
5.7K
$279K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.6KNew |
$200K - $232K
|
5.6K
$274K
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.57K+ 23.34% |
$199K - $231K
|
29.4K
$1.44M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.56K+ 58.27% |
$198K - $230K
|
15.1K
$740K
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.48KNew |
$195K - $227K
|
5.48K
$268K
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.43K+ 7.4% |
$194K - $225K
|
78.8K
$3.86M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
5.43KNew |
$193K - $225K
|
5.43K
$266K
|
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
5.41K+ 32.55% |
$193K - $224K
|
22K
$1.08M
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
5.4KNew |
$193K - $224K
|
5.4K
$265K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
5.4KNew |
$193K - $224K
|
5.4K
$265K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
5.37KNew |
$191K - $222K
|
5.37K
$263K
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.31KNew |
$189K - $220K
|
5.31K
$260K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
5.3KNew |
$189K - $220K
|
5.3K
$260K
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.29KNew |
$189K - $219K
|
5.29K
$259K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.27KNew |
$188K - $218K
|
5.27K
$258K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.23KNew |
$186K - $216K
|
5.23K
$256K
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.14K+ 42.18% |
$183K - $213K
|
17.3K
$848K
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
BUY
|
- |
5.12KNew |
$183K - $212K
|
5.12K
$251K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
5.05K+ 47.11% |
$180K - $209K
|
15.8K
$773K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.98K+ 5.78% |
$177K - $206K
|
91.1K
$4.46M
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.96K+ 95.46% |
$177K - $205K
|
10.2K
$497K
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.96K+ 3.89% |
$177K - $205K
|
132K
$6.49M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.87K+ 5.49% |
$173K - $202K
|
93.5K
$4.58M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.78K+ 8.53% |
$170K - $198K
|
60.8K
$2.98M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.72K+ 25.32% |
$168K - $195K
|
23.4K
$1.14M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.7K+ 12.43% |
$168K - $195K
|
42.5K
$2.08M
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
4.52K+ 41.21% |
$161K - $187K
|
15.5K
$759K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.48K+ 14.13% |
$160K - $185K
|
36.2K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4.26K+ 27.65% |
$152K - $177K
|
19.7K
$964K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.21KNew |
$150K - $174K
|
4.21K
$206K
|
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
4.2K+ 19.41% |
$150K - $174K
|
25.8K
$1.26M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.19K+ 12.42% |
$149K - $174K
|
37.9K
$1.86M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.19K+ 12.42% |
$149K - $174K
|
37.9K
$1.86M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.18K+ 8.6% |
$149K - $173K
|
52.8K
$2.59M
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.16K+ 6.33% |
$148K - $172K
|
69.8K
$3.42M
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
4.08K+ 8.7% |
$145K - $169K
|
50.9K
$2.5M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.06K+ 2.66% |
$145K - $168K
|
157K
$7.68M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
4K+ 0.48% |
$143K - $166K
|
842K
$41.3M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.99K+ 17.01% |
$142K - $165K
|
27.5K
$1.35M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.92K+ 3.15% |
$140K - $162K
|
128K
$6.29M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.89K+ 14.83% |
$139K - $161K
|
30.1K
$1.47M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.85K+ 9.93% |
$137K - $160K
|
42.7K
$2.09M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.81K+ 9.41% |
$136K - $158K
|
44.3K
$2.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
3.81K+ 190.25% |
$136K - $158K
|
5.81K
$284K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.76K+ 8.19% |
$134K - $156K
|
49.7K
$2.43M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
3.76K+ 5.91% |
$134K - $156K
|
67.3K
$3.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.75K+ 12.95% |
$134K - $155K
|
32.7K
$1.6M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 29.88% |
$133K - $155K
|
16.3K
$797K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.72KNew |
$133K - $154K
|
3.72K
$182K
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.6K+ 6.17% |
$128K - $149K
|
62K
$3.04M
|