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 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
18.6K+ 28.99% |
$653K - $725K
|
82.7K
$4.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
18.6KNew |
$652K - $724K
|
18.6K
$909K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
18.5K+ 7.05% |
$651K - $723K
|
282K
$13.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
18.1K+ 182.1% |
$636K - $706K
|
28K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
18.1K+ 7.08% |
$635K - $706K
|
274K
$13.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
17.7KNew |
$621K - $690K
|
17.7K
$867K
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
17.5K+ 1.38% |
$614K - $682K
|
1.28M
$62.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.5K+ 305.65% |
$614K - $682K
|
23.2K
$1.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
17.1K+ 37.1% |
$601K - $668K
|
63.3K
$3.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
16.9K+ 23.32% |
$594K - $660K
|
89.5K
$4.38M
|
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
16.8KNew |
$591K - $657K
|
16.8K
$825K
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
16.7K+ 10.86% |
$585K - $650K
|
170K
$8.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.5K+ 13.95% |
$580K - $644K
|
135K
$6.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
16.1K+ 13.78% |
$564K - $627K
|
133K
$6.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
15.9K+ 30.31% |
$557K - $619K
|
68.2K
$3.34M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
15.6K+ 11.6% |
$547K - $607K
|
150K
$7.34M
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
15.4K+ 2.86% |
$540K - $600K
|
555K
$27.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
15.4K+ 2.67% |
$540K - $600K
|
592K
$29M
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
14.8K+ 10.59% |
$518K - $576K
|
154K
$7.55M
|
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
14.7K+ 42.43% |
$518K - $575K
|
49.5K
$2.42M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14.5K+ 12.55% |
$509K - $565K
|
130K
$6.37M
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
14.4K+ 104.55% |
$506K - $562K
|
28.2K
$1.38M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14.4KNew |
$506K - $562K
|
14.4K
$705K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
14.3K+ 2910.61% |
$501K - $556K
|
14.8K
$723K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
14.2K+ 4.58% |
$500K - $556K
|
325K
$15.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.1K+ 2.52% |
$495K - $549K
|
572K
$28M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.9K+ 5.92% |
$487K - $541K
|
248K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.9K+ 43.79% |
$487K - $541K
|
45.5K
$2.23M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.9K+ 43.79% |
$487K - $541K
|
45.5K
$2.23M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
13.6K+ 5.53% |
$477K - $530K
|
259K
$12.7M
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
13.5K+ 39.07% |
$475K - $527K
|
48.1K
$2.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
13.5K+ 9.18% |
$474K - $526K
|
160K
$7.86M
|
|
|
Oct 07, 2021
Q3 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
13.4K+ 2.42% |
$470K - $522K
|
567K
$27.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.3K+ 23.67% |
$466K - $518K
|
69.4K
$3.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
13.2K+ 13.28% |
$465K - $517K
|
113K
$5.53M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
13.2KNew |
$464K - $515K
|
13.2K
$647K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 45.7% |
$459K - $510K
|
41.7K
$2.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$454K - $505K
|
12.9K
$634K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
12.8K+ 6.97% |
$450K - $500K
|
197K
$9.64M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.6K+ 24.06% |
$443K - $492K
|
65K
$3.18M
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12.4K+ 1.69% |
$435K - $483K
|
744K
$36.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 15.21% |
$432K - $480K
|
93.2K
$4.56M
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
12.2KNew |
$429K - $476K
|
12.2K
$598K
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
12.2KNew |
$428K - $475K
|
12.2K
$597K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
12KNew |
$420K - $466K
|
12K
$586K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.9KNew |
$416K - $463K
|
11.9K
$581K
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
11.8K+ 19.72% |
$416K - $462K
|
71.9K
$3.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
11.8KNew |
$414K - $460K
|
11.8K
$578K
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
11.8K+ 4.18% |
$414K - $460K
|
294K
$14.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11.6KNew |
$407K - $452K
|
11.6K
$568K
|