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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
35.4K+ 54.04% |
$1.24M - $1.38M
|
101K
$4.94M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
35.3K+ 5.89% |
$1.24M - $1.38M
|
635K
$31.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34.2K+ 90.72% |
$1.2M - $1.33M
|
71.9K
$3.52M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
33.7K+ 113.42% |
$1.18M - $1.31M
|
63.4K
$3.11M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
33.7K+ 18.92% |
$1.18M - $1.31M
|
212K
$10.4M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
33.7K+ 20.77% |
$1.18M - $1.31M
|
196K
$9.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
33.3K+ 40.19% |
$1.17M - $1.3M
|
116K
$5.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.1K+ 4.99% |
$1.13M - $1.25M
|
675K
$33.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
31.3K+ 139.4% |
$1.1M - $1.22M
|
53.7K
$2.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.8K+ 2.53% |
$1.08M - $1.2M
|
1.25M
$61.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.8K+ 11.94% |
$1.08M - $1.2M
|
289K
$14.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
30.4K+ 80.51% |
$1.07M - $1.18M
|
68K
$3.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
29.6K+ 29.53% |
$1.04M - $1.16M
|
130K
$6.37M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
29.6K+ 18.77% |
$1.04M - $1.16M
|
187K
$9.19M
|
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
29.3KNew |
$1.03M - $1.14M
|
29.3K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29.3K+ 202.67% |
$1.03M - $1.14M
|
43.7K
$2.14M
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
28.9K+ 5.23% |
$1.01M - $1.13M
|
581K
$28.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
28.6K+ 15.98% |
$1.01M - $1.12M
|
208K
$10.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Arch Capital Group Ltd.
|
BUY
|
- |
28.4K+ 1.11% |
$998K - $1.11M
|
2.59M
$127M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
28.4K+ 2.13% |
$998K - $1.11M
|
1.37M
$66.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
28K+ 1445.36% |
$984K - $1.09M
|
30K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.1K+ 6.13% |
$953K - $1.06M
|
470K
$23M
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
27KNew |
$949K - $1.05M
|
27K
$1.32M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
26.5K+ 17.19% |
$931K - $1.03M
|
181K
$8.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
26.5K+ 28764.13% |
$929K - $1.03M
|
26.6K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
25.5KNew |
$894K - $993K
|
25.5K
$1.25M
|
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
25.3KNew |
$889K - $988K
|
25.3K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25.3K+ 97.5% |
$889K - $988K
|
51.3K
$2.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
25KNew |
$878K - $975K
|
25K
$1.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
25K+ 339.76% |
$878K - $975K
|
32.4K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
24.3K+ 19.74% |
$855K - $950K
|
148K
$7.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
24.3KNew |
$851K - $946K
|
24.3K
$1.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
23.5KNew |
$825K - $917K
|
23.5K
$1.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
23.2K+ 21.03% |
$815K - $905K
|
134K
$6.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.6K+ 13.47% |
$793K - $881K
|
190K
$9.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
22.4K+ 10.89% |
$787K - $874K
|
228K
$11.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21.8K+ 21.83% |
$766K - $851K
|
122K
$5.96M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
21.7KNew |
$764K - $848K
|
21.7K
$1.07M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.4K+ 89.21% |
$716K - $796K
|
43.3K
$2.12M
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
20.2K+ 188.74% |
$710K - $789K
|
31K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
20KNew |
$702K - $780K
|
20K
$980K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20K+ 12.95% |
$702K - $780K
|
174K
$8.54M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
19.9K+ 93.01% |
$698K - $775K
|
41.2K
$2.02M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
19.4K+ 8.34% |
$683K - $758K
|
253K
$12.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
BUY
|
- |
19.4K+ 9.91% |
$680K - $755K
|
215K
$10.5M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
19.3K+ 160.49% |
$676K - $751K
|
31.3K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
19KNew |
$666K - $740K
|
19K
$929K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
18.7K+ 124.49% |
$658K - $731K
|
33.8K
$1.66M
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
18.7K+ 7.92% |
$657K - $729K
|
255K
$12.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18.6K+ 4.96% |
$655K - $727K
|
394K
$19.3M
|