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 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-82Closed |
$2.88K - $3.2K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
SELL
|
- |
-88- 0.29% |
$3.09K - $3.43K
|
30.3K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-90- 0.9% |
$3.16K - $3.51K
|
9.93K
$488K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-94- 0.91% |
$3.3K - $3.67K
|
10.2K
$501K
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-94- 0.09% |
$3.3K - $3.67K
|
109K
$5.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-96- 1.28% |
$3.37K - $3.74K
|
7.39K
$363K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-96- 32.43% |
$3.37K - $3.74K
|
200
$9.82K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-99- 15.37% |
$3.48K - $3.86K
|
545
$26.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-100Closed |
$3.51K - $3.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 1.06% |
$3.51K - $3.9K
|
9.31K
$457K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-105- 3.1% |
$3.69K - $4.1K
|
3.28K
$161K
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-110- 0.3% |
$3.86K - $4.29K
|
37K
$1.82M
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-112- 0.91% |
$3.93K - $4.37K
|
12.2K
$597K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-117- 2.1% |
$4.11K - $4.56K
|
5.45K
$268K
|
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-131- 1.03% |
$4.6K - $5.11K
|
12.6K
$618K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
SELL
|
- |
-133- 1.01% |
$4.67K - $5.19K
|
13.1K
$642K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-134- 0.53% |
$4.7K - $5.23K
|
25.2K
$1.24M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-134- 8.5% |
$4.7K - $5.23K
|
1.44K
$70.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-139- 1.46% |
$4.88K - $5.42K
|
9.4K
$462K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-143Closed |
$5.02K - $5.58K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-148- 0.03% |
$5.2K - $5.77K
|
529K
$26M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-148- 0.42% |
$5.2K - $5.77K
|
35.3K
$1.73M
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
SELL
|
- |
-150- 0.98% |
$5.27K - $5.85K
|
15.2K
$746K
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-150- 1.93% |
$5.27K - $5.85K
|
7.62K
$374K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-152- 25.42% |
$5.34K - $5.93K
|
446
$21.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-155- 0.39% |
$5.44K - $6.05K
|
39.5K
$1.94M
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-157- 0.91% |
$5.51K - $6.12K
|
17.2K
$844K
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-157- 2.82% |
$5.51K - $6.12K
|
5.4K
$265K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-160- 5.38% |
$5.62K - $6.24K
|
2.81K
$138K
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
SELL
|
- |
-167- 1.6% |
$5.86K - $6.51K
|
10.3K
$504K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-167- 14.94% |
$5.86K - $6.51K
|
951
$46.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-175- 0.09% |
$6.14K - $6.83K
|
193K
$9.48M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-175- 0.29% |
$6.14K - $6.83K
|
61K
$2.99M
|
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.73% |
$6.28K - $6.98K
|
10.2K
$500K
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-181- 2.89% |
$6.35K - $7.06K
|
6.08K
$298K
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-182- 0.85% |
$6.39K - $7.1K
|
21.2K
$1.04M
|
|
|
Nov 04, 2021
Q3 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-183- 1.04% |
$6.43K - $7.14K
|
17.4K
$854K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-186- 1.84% |
$6.53K - $7.25K
|
9.93K
$487K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-190- 1.48% |
$6.67K - $7.41K
|
12.6K
$620K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-191- 3.67% |
$6.71K - $7.45K
|
5.02K
$246K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-193- 1.52% |
$6.78K - $7.53K
|
12.5K
$613K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-193- 0.86% |
$6.78K - $7.53K
|
22.4K
$1.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 2.64% |
$7.02K - $7.8K
|
7.38K
$362K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-200- 56.98% |
$7.02K - $7.8K
|
151
$7.42K
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-200- 1.96% |
$7.02K - $7.8K
|
10K
$491K
|
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-203- 0.49% |
$7.13K - $7.92K
|
41.2K
$2.03M
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-216- 22.15% |
$7.58K - $8.42K
|
759
$37.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-218- 1.58% |
$7.65K - $8.5K
|
13.6K
$669K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
SELL
|
- |
-219- 15.79% |
$7.69K - $8.54K
|
1.17K
$57.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-220- 0.47% |
$7.72K - $8.58K
|
46.9K
$2.3M
|