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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
722+ 2578.57% |
$25.3K - $28.2K
|
750
$36.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
712+ 12.85% |
$25K - $27.8K
|
6.25K
$306K
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
710+ 3.77% |
$24.9K - $27.7K
|
19.5K
$957K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
683+ 57.98% |
$24K - $26.6K
|
1.86K
$91.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
665+ 0.83% |
$23.3K - $25.9K
|
80.4K
$3.94M
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
661+ 5.13% |
$23.2K - $25.8K
|
13.5K
$663K
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
BUY
|
- |
661+ 10.07% |
$23.2K - $25.8K
|
7.23K
$354K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
655+ 2.71% |
$23K - $25.5K
|
24.8K
$1.21M
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
650+ 5.89% |
$22.8K - $25.4K
|
11.7K
$572K
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
647+ 0.89% |
$22.7K - $25.2K
|
73.2K
$3.59M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
622+ 0.84% |
$21.8K - $24.3K
|
75.1K
$3.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
614+ 4.77% |
$21.6K - $23.9K
|
13.5K
$661K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
600+ 78.13% |
$21.1K - $23.4K
|
1.37K
$67K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
599+ 2.7% |
$21K - $23.4K
|
22.8K
$1.12M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
596New |
$20.9K - $23.2K
|
596
$29.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
595+ 4.92% |
$20.9K - $23.2K
|
12.7K
$621K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
595+ 2.52% |
$20.9K - $23.2K
|
24.2K
$1.19M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
595+ 4.92% |
$20.9K - $23.2K
|
12.7K
$621K
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
593+ 1.88% |
$20.8K - $23.1K
|
32.1K
$1.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
582+ 3.81% |
$20.4K - $22.7K
|
15.9K
$778K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealth Advisors, Inc.
|
BUY
|
- |
565+ 15.18% |
$19.8K - $22K
|
4.29K
$210K
|
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
525+ 0.64% |
$18.4K - $20.5K
|
82.5K
$4.04M
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
522+ 1.86% |
$18.3K - $20.4K
|
28.6K
$1.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
520+ 3.41% |
$18.3K - $20.3K
|
15.8K
$773K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
520+ 54.39% |
$18.3K - $20.3K
|
1.48K
$72.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
517+ 3.07% |
$18.2K - $20.2K
|
17.3K
$849K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
510+ 8.32% |
$17.9K - $19.9K
|
6.64K
$325K
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
501+ 0.37% |
$17.6K - $19.5K
|
136K
$6.67M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
500+ 31.35% |
$17.6K - $19.5K
|
2.1K
$103K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
500+ 179.86% |
$17.6K - $19.5K
|
778
$38.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
500+ 144.51% |
$17.6K - $19.5K
|
846
$41.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
495+ 82.5% |
$17.4K - $19.3K
|
1.1K
$53.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
487+ 7.47% |
$17.1K - $19K
|
7K
$343K
|
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
486+ 0.99% |
$17.1K - $19K
|
49.3K
$2.42M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
469+ 1.01% |
$16.5K - $18.3K
|
46.9K
$2.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
468+ 9.29% |
$16.4K - $18.3K
|
5.5K
$270K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
461+ 36.7% |
$16.2K - $18K
|
1.72K
$84.1K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
450+ 2.71% |
$15.8K - $17.6K
|
17.1K
$835K
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
446+ 0.78% |
$15.7K - $17.4K
|
57.3K
$2.81M
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
433+ 11.02% |
$15.2K - $16.9K
|
4.36K
$214K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
430+ 4.24% |
$15.1K - $16.8K
|
10.6K
$518K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
429New |
$15.1K - $16.7K
|
429
$21K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
416+ 0.9% |
$14.6K - $16.2K
|
46.6K
$2.28M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
414+ 2.99% |
$14.5K - $16.1K
|
14.3K
$699K
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
410+ 0.36% |
$14.4K - $16K
|
114K
$5.58M
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
408+ 5.75% |
$14.3K - $15.9K
|
7.51K
$368K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
404+ 4.97% |
$14.2K - $15.8K
|
8.54K
$418K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
400+ 4.96% |
$14K - $15.6K
|
8.47K
$415K
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
400+ 5.76% |
$14K - $15.6K
|
7.35K
$360K
|
|
|
Nov 15, 2021
Q3 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
400+ 2.59% |
$14K - $15.6K
|
15.8K
$775K
|