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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.41% |
$421 - $468
|
2.91K
$143K
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.41% |
$421 - $468
|
2.91K
$143K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
11+ 0.06% |
$386 - $429
|
18.6K
$915K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.03% |
$351 - $390
|
37.4K
$1.83M
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
10New |
$351 - $390
|
10
$491
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
10+ 0.1% |
$351 - $390
|
9.58K
$470K
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
7+ 0.1% |
$246 - $273
|
6.73K
$331K
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
6+ 0.1% |
$211 - $234
|
6.22K
$305K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6+ 0.26% |
$211 - $234
|
2.28K
$112K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 0.39% |
$211 - $234
|
1.53K
$75.3K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 2.0% |
$176 - $195
|
255
$12.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.07% |
$176 - $195
|
6.75K
$331K
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
5+ 0.07% |
$176 - $195
|
7.59K
$373K
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.45% |
$176 - $195
|
1.12K
$54.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.01% |
$140 - $156
|
30.3K
$1.49M
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
BUY
|
- |
4+ 0.01% |
$140 - $156
|
29.7K
$1.46M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.03% |
$105 - $117
|
11.3K
$555K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.55% |
$105 - $117
|
553
$27.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Horrell Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$70.2 - $78
|
6.78K
$333K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$70.2 - $78
|
9.84K
$483K
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
1+ 0.01% |
$35.1 - $39
|
8.97K
$440K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.01% |
$35.1 - $39
|
12.1K
$596K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.01% |
$35.1 - $39
|
13.2K
$651K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
1+ 0.12% |
$35.1 - $39
|
863
$42.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.26% |
$35.1 - $39
|
380
$18.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$35.1 - $39
|
13.7K
$672K
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$35.1 - $39
|
6.21K
$305K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.01% |
$35.1 - $39
|
16.2K
$797K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4- 0.05% |
$140 - $156
|
7.53K
$370K
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5- -0.0% |
$176 - $195
|
300K
$14.7M
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 0.54% |
$211 - $234
|
1.11K
$54.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-9- 0.14% |
$316 - $351
|
6.56K
$322K
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-10- 0.02% |
$351 - $390
|
65.4K
$3.21M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-25- 0.08% |
$878 - $975
|
32.2K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-29- 0.34% |
$1.02K - $1.13K
|
8.52K
$418K
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-35- 0.13% |
$1.23K - $1.37K
|
27.5K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-40- 0.04% |
$1.4K - $1.56K
|
95.5K
$4.69M
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-45- 1.5% |
$1.58K - $1.76K
|
2.96K
$145K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-50- 0.5% |
$1.76K - $1.95K
|
9.97K
$490K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-51Closed |
$1.79K - $1.99K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-59- 6.1% |
$2.07K - $2.3K
|
909
$44.6K
|
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-60- 0.4% |
$2.11K - $2.34K
|
15K
$735K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-60- 0.23% |
$2.11K - $2.34K
|
26.2K
$1.29M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-64- 62.14% |
$2.25K - $2.5K
|
39
$1.92K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-70Closed |
$2.46K - $2.73K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-73- 0.26% |
$2.56K - $2.85K
|
28.3K
$1.39M
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-75- 0.72% |
$2.63K - $2.93K
|
10.3K
$505K
|
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-76- 0.95% |
$2.67K - $2.96K
|
7.89K
$388K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-80- 0.19% |
$2.81K - $3.12K
|
41.5K
$2.04M
|