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 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
395+ 2.85% |
$13.9K - $15.4K
|
14.3K
$699K
|
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
388+ 1.26% |
$13.6K - $15.1K
|
31.2K
$1.53M
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
383+ 27.28% |
$13.4K - $14.9K
|
1.79K
$87.5K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
377+ 3.62% |
$13.2K - $14.7K
|
10.8K
$529K
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
375+ 2.6% |
$13.2K - $14.6K
|
14.8K
$725K
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
369+ 11.56% |
$13K - $14.4K
|
3.56K
$175K
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
362+ 2.61% |
$12.7K - $14.1K
|
14.2K
$697K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
355+ 2.92% |
$12.5K - $13.8K
|
12.5K
$612K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
351+ 29.03% |
$12.3K - $13.7K
|
1.56K
$76.4K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
340+ 3.75% |
$11.9K - $13.3K
|
9.41K
$461K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
333New |
$11.7K - $13K
|
333
$16.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
325+ 4.96% |
$11.4K - $12.7K
|
6.88K
$337K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
314+ 1.67% |
$11K - $12.2K
|
19.2K
$938K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
306+ 0.1% |
$10.7K - $11.9K
|
298K
$14.6M
|
|
|
Nov 15, 2021
Q3 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
300+ 2.43% |
$10.5K - $11.7K
|
12.6K
$619K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
300+ 4.55% |
$10.5K - $11.7K
|
6.9K
$338K
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
BUY
|
- |
290+ 2.98% |
$10.2K - $11.3K
|
10K
$492K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
281+ 0.29% |
$9.87K - $11K
|
96.9K
$4.75M
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
279+ 3.9% |
$9.8K - $10.9K
|
7.44K
$364K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
279+ 4.47% |
$9.8K - $10.9K
|
6.53K
$320K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
275+ 1.97% |
$9.66K - $10.7K
|
14.2K
$697K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
274+ 2.31% |
$9.62K - $10.7K
|
12.2K
$595K
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
256+ 1.94% |
$8.99K - $9.98K
|
13.5K
$660K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
250+ 3.13% |
$8.78K - $9.75K
|
8.24K
$404K
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
250+ 1.91% |
$8.78K - $9.75K
|
13.3K
$654K
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
238+ 1.15% |
$8.36K - $9.28K
|
20.9K
$1.02M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
238+ 0.73% |
$8.36K - $9.28K
|
32.6K
$1.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
234+ 0.13% |
$8.22K - $9.13K
|
178K
$8.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
231+ 1.46% |
$8.11K - $9.01K
|
16K
$784K
|
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
223+ 1.43% |
$7.83K - $8.7K
|
15.8K
$776K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
217+ 0.57% |
$7.62K - $8.46K
|
38.1K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
208+ 11.73% |
$7.3K - $8.11K
|
1.98K
$97K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
203+ 1.34% |
$7.13K - $7.92K
|
15.3K
$752K
|
|
|
Oct 28, 2021
Q3 2021
|
Belmont Capital, LLC
|
BUY
|
- |
202+ 10.17% |
$7.09K - $7.88K
|
2.19K
$107K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
202+ 4.32% |
$7.09K - $7.88K
|
4.88K
$239K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
200+ 400.0% |
$7.02K - $7.8K
|
250
$12.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
200+ 3.91% |
$7.02K - $7.8K
|
5.32K
$261K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
190+ 3.71% |
$6.67K - $7.41K
|
5.31K
$260K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
187+ 0.26% |
$6.57K - $7.29K
|
72.7K
$3.56M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
185+ 0.42% |
$6.5K - $7.22K
|
43.9K
$2.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
180+ 1.42% |
$6.32K - $7.02K
|
12.9K
$631K
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
180+ 1.73% |
$6.32K - $7.02K
|
10.6K
$519K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
180+ 1.3% |
$6.32K - $7.02K
|
14K
$686K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
175+ 1.82% |
$6.14K - $6.83K
|
9.8K
$480K
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
175+ 0.47% |
$6.14K - $6.83K
|
37.6K
$1.84M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
166+ 0.29% |
$5.83K - $6.47K
|
56.6K
$2.77M
|
|
|
Nov 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
165+ 1.39% |
$5.79K - $6.44K
|
12K
$588K
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
161+ 2.42% |
$5.65K - $6.28K
|
6.81K
$334K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
161+ 0.66% |
$5.65K - $6.28K
|
24.7K
$1.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
160+ 6.68% |
$5.62K - $6.24K
|
2.56K
$125K
|