Purchases and Sales Made in Q3 2021 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.24K+ 5.25% |
$43.4K - $48.2K
|
24.8K
$1.21M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.24KNew |
$43.4K - $48.2K
|
1.24K
$60.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.24K+ 2.19% |
$43.4K - $48.2K
|
57.7K
$2.83M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.2K+ 17.42% |
$42.2K - $46.9K
|
8.1K
$397K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
1.2K+ 3.7% |
$42.1K - $46.8K
|
33.6K
$1.65M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.17K+ 97.67% |
$41.1K - $45.7K
|
2.37K
$116K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.16K+ 19.43% |
$40.9K - $45.4K
|
7.16K
$351K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.15K+ 24.85% |
$40.4K - $44.9K
|
5.78K
$283K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.13K+ 4.38% |
$39.8K - $44.2K
|
27K
$1.32M
|
|
|
Oct 22, 2021
Q3 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.13K+ 0.74% |
$39.7K - $44.1K
|
155K
$7.59M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.1K+ 3.76% |
$38.6K - $42.9K
|
30.4K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
1.08K+ 12.11% |
$37.9K - $42.1K
|
9.99K
$489K
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.05K+ 14.37% |
$36.9K - $41K
|
8.36K
$410K
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.03K+ 2.91% |
$36K - $40K
|
36.3K
$1.78M
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.02K+ 12.12% |
$35.8K - $39.8K
|
9.44K
$462K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.02K+ 4.96% |
$35.6K - $39.6K
|
21.5K
$1.05M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.01K+ 1.91% |
$35.5K - $39.4K
|
53.8K
$2.64M
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.01K+ 4.14% |
$35.5K - $39.4K
|
25.4K
$1.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 41.14% |
$35.4K - $39.3K
|
3.46K
$169K
|
|
|
Oct 29, 2021
Q3 2021
|
Mathes Company, Inc.
|
BUY
|
- |
1K+ 7.91% |
$35.1K - $39K
|
13.7K
$669K
|
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1KNew |
$35.1K - $39K
|
1K
$49K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1K+ 2.23% |
$35.1K - $39K
|
45.9K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1K+ 3.38% |
$35.1K - $39K
|
30.6K
$1.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
995+ 12.38% |
$34.9K - $38.8K
|
9.03K
$442K
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
958+ 0.96% |
$33.6K - $37.4K
|
101K
$4.95M
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
947+ 11.1% |
$33.2K - $36.9K
|
9.48K
$464K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
945+ 1.68% |
$33.2K - $36.9K
|
57.3K
$2.81M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
939+ 0.62% |
$33K - $36.6K
|
151K
$7.41M
|
|
|
Nov 16, 2021
Q3 2021
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
937+ 0.89% |
$32.9K - $36.5K
|
106K
$5.21M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
932+ 3.46% |
$32.7K - $36.3K
|
27.9K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
921+ 16.28% |
$32.3K - $35.9K
|
6.58K
$322K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
914New |
$32.1K - $35.6K
|
914
$44.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
896New |
$31.5K - $34.9K
|
896
$43.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
882+ 1.77% |
$31K - $34.4K
|
50.8K
$2.49M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
881+ 5.21% |
$30.9K - $34.4K
|
17.8K
$872K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
875+ 2.44% |
$30.7K - $34.1K
|
36.7K
$1.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
852+ 1.57% |
$29.9K - $33.2K
|
55.2K
$2.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
850+ 9.8% |
$29.8K - $33.2K
|
9.52K
$466K
|
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
836+ 5.08% |
$29.4K - $32.6K
|
17.3K
$848K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
832+ 3.51% |
$29.2K - $32.4K
|
24.6K
$1.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
823+ 1.88% |
$28.9K - $32.1K
|
44.5K
$2.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
793+ 10.5% |
$27.8K - $30.9K
|
8.34K
$409K
|
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
789+ 5.24% |
$27.7K - $30.8K
|
15.8K
$776K
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
777+ 6.0% |
$27.3K - $30.3K
|
13.7K
$672K
|
|
|
Nov 16, 2021
Q3 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
773+ 8.21% |
$27.1K - $30.1K
|
10.2K
$499K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
773+ 2.4% |
$27.1K - $30.1K
|
33K
$1.62M
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
767+ 4.56% |
$26.9K - $29.9K
|
17.6K
$861K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
747+ 2.46% |
$26.2K - $29.1K
|
31.1K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
733+ 6.52% |
$25.7K - $28.6K
|
12K
$587K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
730+ 8.32% |
$25.6K - $28.5K
|
9.5K
$465K
|