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 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-675- 97.97% |
$23.7K - $26.3K
|
14
$686
|
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-715- 5.05% |
$25.1K - $27.9K
|
13.4K
$658K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-722- 96.27% |
$25.3K - $28.2K
|
28
$1.37K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-733- 1.57% |
$25.7K - $28.6K
|
46K
$2.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-742- 41.45% |
$26.1K - $28.9K
|
1.05K
$51.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-745- 2.62% |
$26.2K - $29.1K
|
27.7K
$1.36M
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
SELL
|
- |
-750- 31.46% |
$26.3K - $29.3K
|
1.63K
$80K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-755- 29.84% |
$26.5K - $29.4K
|
1.78K
$87K
|
|
|
Nov 12, 2021
Q3 2021
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-757- 3.71% |
$26.6K - $29.5K
|
19.7K
$963K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-766- 3.41% |
$26.9K - $29.9K
|
21.7K
$1.06M
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-770- 1.01% |
$27K - $30K
|
75.6K
$3.7M
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-775- 9.69% |
$27.2K - $30.2K
|
7.22K
$354K
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-775- 6.17% |
$27.2K - $30.2K
|
11.8K
$578K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-785- 5.43% |
$27.6K - $30.6K
|
13.7K
$669K
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-788- 48.73% |
$27.7K - $30.7K
|
829
$40.6K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-796- 8.08% |
$27.9K - $31K
|
9.05K
$443K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-796- 8.08% |
$27.9K - $31K
|
9.05K
$443K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-802- 0.2% |
$28.2K - $31.3K
|
394K
$19.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-862- 1.16% |
$30.3K - $33.6K
|
73.6K
$3.61M
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-889Closed |
$31.2K - $34.7K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-889- 4.94% |
$31.2K - $34.7K
|
17.1K
$838K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-891- 1.33% |
$31.3K - $34.7K
|
66.1K
$3.24M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-895- 7.42% |
$31.4K - $34.9K
|
11.2K
$547K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-917- 5.15% |
$32.2K - $35.8K
|
16.9K
$827K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-922- 19.87% |
$32.4K - $36K
|
3.72K
$182K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-956- 0.53% |
$33.6K - $37.3K
|
180K
$8.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-958- 9.22% |
$33.6K - $37.4K
|
9.43K
$462K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-964Closed |
$33.8K - $37.6K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-981- 3.04% |
$34.4K - $38.3K
|
31.3K
$1.53M
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-987- 4.65% |
$34.7K - $38.5K
|
20.2K
$992K
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-992- 0.38% |
$34.8K - $38.7K
|
261K
$12.8M
|
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.03K- 5.04% |
$36K - $40K
|
19.3K
$947K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.03K- 3.88% |
$36.1K - $40.1K
|
25.5K
$1.25M
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.03K- 3.53% |
$36.2K - $40.2K
|
28.1K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.07K- 0.97% |
$37.6K - $41.7K
|
109K
$5.35M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 3.95% |
$38.7K - $42.9K
|
26.8K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.13K- 11.19% |
$39.7K - $44.1K
|
8.98K
$440K
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.15K- 0.77% |
$40.4K - $44.9K
|
149K
$7.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.16K- 19.38% |
$40.7K - $45.2K
|
4.83K
$236K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-1.23K- 1.96% |
$43K - $47.8K
|
61.1K
$3M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.26K- 9.34% |
$44.1K - $48.9K
|
12.2K
$596K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1.27K- 76.29% |
$44.6K - $49.6K
|
395
$19.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 5.98% |
$44.9K - $49.9K
|
20.1K
$986K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.28K- 19.81% |
$45K - $50K
|
5.19K
$254K
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.34K- 0.94% |
$46.9K - $52.1K
|
141K
$6.9M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-1.35K- 13.01% |
$47.2K - $52.5K
|
9K
$441K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-1.36K- 16.29% |
$47.7K - $53K
|
6.98K
$342K
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.37K- 3.69% |
$48K - $53.3K
|
35.7K
$1.75M
|
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.37K- 18.38% |
$48.1K - $53.4K
|
6.09K
$298K
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.38K- 1.0% |
$48.5K - $53.8K
|
137K
$6.72M
|