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 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.84K+ 22.32% |
$275K - $306K
|
42.9K
$2.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.79K+ 7.03% |
$274K - $304K
|
119K
$5.81M
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.76KNew |
$273K - $303K
|
7.76K
$380K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.73KNew |
$271K - $301K
|
7.73K
$378K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
7.59K+ 8.03% |
$266K - $296K
|
102K
$5M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
7.57KNew |
$266K - $295K
|
7.57K
$371K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.56K+ 34.21% |
$265K - $295K
|
29.7K
$1.45M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
7.55KNew |
$265K - $295K
|
7.55K
$370K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
7.51K+ 6.92% |
$264K - $293K
|
116K
$5.69M
|
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
7.43K+ 7.9% |
$261K - $290K
|
101K
$4.97M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.27K+ 82.0% |
$255K - $284K
|
16.1K
$791K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
7.02K+ 40.36% |
$246K - $274K
|
24.4K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
6.98KNew |
$245K - $272K
|
6.98K
$342K
|
|
|
Nov 04, 2021
Q3 2021
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
6.92KNew |
$243K - $270K
|
6.92K
$339K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.76K+ 2.65% |
$237K - $264K
|
262K
$12.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
6.71KNew |
$236K - $262K
|
6.71K
$329K
|
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
6.57K+ 8.12% |
$231K - $256K
|
87.6K
$4.29M
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
6.54K+ 33.61% |
$230K - $255K
|
26K
$1.27M
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
6.52K+ 21.84% |
$229K - $254K
|
36.4K
$1.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
6.5KNew |
$228K - $254K
|
6.5K
$318K
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
6.5K+ 51.75% |
$228K - $253K
|
19K
$933K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.35KNew |
$223K - $248K
|
6.35K
$311K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
6.3KNew |
$221K - $246K
|
6.3K
$308K
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
6.25KNew |
$219K - $244K
|
6.25K
$306K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.14KNew |
$216K - $239K
|
6.14K
$301K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.14KNew |
$215K - $239K
|
6.14K
$301K
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
6.13K+ 2.81% |
$215K - $239K
|
224K
$11M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
6.12KNew |
$215K - $239K
|
6.12K
$300K
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
6.1KNew |
$214K - $238K
|
6.1K
$299K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
6.1K+ 5.62% |
$214K - $238K
|
115K
$5.61M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.05K+ 42.82% |
$213K - $236K
|
20.2K
$989K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.05K+ 1.03% |
$212K - $236K
|
595K
$29.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
5.95KNew |
$209K - $232K
|
5.95K
$292K
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
5.95KNew |
$209K - $232K
|
5.95K
$291K
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.93K+ 41.35% |
$208K - $231K
|
20.3K
$992K
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
5.92K+ 10.39% |
$208K - $231K
|
62.9K
$3.08M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.9K+ 5.88% |
$207K - $230K
|
106K
$5.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$207K - $230K
|
5.9K
$289K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.78K+ 9.57% |
$203K - $225K
|
66.2K
$3.24M
|
|
|
Oct 28, 2021
Q3 2021
|
Innova Wealth Partners
|
BUY
|
- |
5.75K+ 4.09% |
$202K - $224K
|
146K
$7.16M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.73K+ 9.96% |
$201K - $224K
|
63.3K
$3.1M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.73K+ 7.14% |
$201K - $223K
|
85.9K
$4.21M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.65KNew |
$198K - $220K
|
5.65K
$277K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
5.62K+ 30.72% |
$197K - $219K
|
23.9K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.61KNew |
$197K - $219K
|
5.61K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.6K+ 8.3% |
$197K - $219K
|
73.1K
$3.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5.54K+ 55.97% |
$195K - $216K
|
15.4K
$756K
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.54K+ 6.15% |
$194K - $216K
|
95.5K
$4.68M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
5.53KNew |
$194K - $216K
|
5.53K
$271K
|
|
|
Nov 18, 2021
Q3 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
5.5KNew |
$193K - $215K
|
5.5K
$269K
|