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 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
151New |
$5.3K - $5.89K
|
151
$7.42K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
150+ 0.34% |
$5.27K - $5.85K
|
43.9K
$2.15M
|
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
145+ 0.32% |
$5.09K - $5.66K
|
44.9K
$2.21M
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
140+ 19.86% |
$4.92K - $5.46K
|
845
$41.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
135+ 5.29% |
$4.74K - $5.27K
|
2.69K
$132K
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
132+ 1.57% |
$4.63K - $5.15K
|
8.53K
$419K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
130New |
$4.56K - $5.07K
|
130
$6.38K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
127+ 6.04% |
$4.46K - $4.95K
|
2.23K
$109K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
125New |
$4.39K - $4.88K
|
125
$6.14K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
125+ 0.02% |
$4.39K - $4.88K
|
506K
$24.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
125+ 0.85% |
$4.39K - $4.88K
|
14.9K
$732K
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
124+ 0.68% |
$4.35K - $4.84K
|
18.5K
$908K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
123+ 0.14% |
$4.32K - $4.8K
|
85.8K
$4.21M
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
121+ 0.83% |
$4.25K - $4.72K
|
14.8K
$726K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
115+ 1.74% |
$4.04K - $4.49K
|
6.72K
$330K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
114+ 67.06% |
$4K - $4.45K
|
284
$13.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
113+ 0.69% |
$3.97K - $4.41K
|
16.5K
$810K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
110+ 0.38% |
$3.86K - $4.29K
|
29.1K
$1.43M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
107+ 1.5% |
$3.76K - $4.17K
|
7.22K
$355K
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
103+ 0.6% |
$3.62K - $4.02K
|
17.1K
$842K
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 55.56% |
$3.51K - $3.9K
|
280
$13.8K
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
98New |
$3.44K - $3.82K
|
98
$4.81K
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
77+ 0.4% |
$2.7K - $3K
|
19.4K
$953K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
74+ 1.59% |
$2.6K - $2.89K
|
4.72K
$232K
|
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
70+ 8.75% |
$2.46K - $2.73K
|
870
$42.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
68+ 0.47% |
$2.39K - $2.65K
|
14.6K
$716K
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
63+ 0.84% |
$2.21K - $2.46K
|
7.6K
$373K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
60New |
$2.11K - $2.34K
|
60
$2.95K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
58+ 0.44% |
$2.04K - $2.26K
|
13.3K
$653K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
54+ 0.82% |
$1.9K - $2.11K
|
6.66K
$327K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
50+ 2.73% |
$1.76K - $1.95K
|
1.88K
$92.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
50+ 8.06% |
$1.76K - $1.95K
|
670
$32.9K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
50+ 33.33% |
$1.76K - $1.95K
|
200
$9.82K
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 1.18% |
$1.76K - $1.95K
|
4.3K
$211K
|
|
|
Oct 25, 2021
Q3 2021
|
Harvey Capital Management Inc
|
BUY
|
- |
50+ 0.31% |
$1.76K - $1.95K
|
15.9K
$783K
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
40+ 0.27% |
$1.4K - $1.56K
|
14.7K
$721K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
39+ 0.25% |
$1.37K - $1.52K
|
15.8K
$773K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
38+ 1.29% |
$1.33K - $1.48K
|
2.99K
$147K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
38+ 0.21% |
$1.33K - $1.48K
|
18.6K
$912K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.17% |
$1.02K - $1.13K
|
16.9K
$831K
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
29+ 0.4% |
$1.02K - $1.13K
|
7.23K
$355K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27New |
$948 - $1.05K
|
27
$1.33K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 0.09% |
$843 - $936
|
25.8K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 0.1% |
$667 - $741
|
18.9K
$927K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
18+ 0.25% |
$632 - $702
|
7.1K
$349K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
15+ 0.03% |
$527 - $585
|
46.3K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15+ 0.11% |
$527 - $585
|
13.4K
$656K
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.35% |
$456 - $507
|
3.77K
$185K
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
12+ 0.19% |
$421 - $468
|
6.2K
$305K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
12+ 0.21% |
$421 - $468
|
5.64K
$277K
|