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 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.49KNew |
$193K - $214K
|
5.49K
$269K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
5.46KNew |
$192K - $213K
|
5.46K
$267K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.44KNew |
$191K - $212K
|
5.44K
$267K
|
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.44KNew |
$191K - $212K
|
5.44K
$266K
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
5.43KNew |
$191K - $212K
|
5.43K
$266K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.42K+ 55.18% |
$190K - $211K
|
15.2K
$747K
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5.41KNew |
$190K - $211K
|
5.41K
$265K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
5.4KNew |
$189K - $210K
|
5.4K
$264K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
5.38K+ 3.8% |
$189K - $210K
|
147K
$7.2M
|
|
|
Dec 12, 2024
Q3 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
5.38KNew |
$189K - $210K
|
5.38K
$264K
|
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5.36K+ 34.51% |
$188K - $209K
|
20.9K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.34K+ 42.1% |
$188K - $208K
|
18K
$884K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.33KNew |
$187K - $208K
|
5.33K
$261K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.33KNew |
$187K - $208K
|
5.33K
$261K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.23KNew |
$184K - $204K
|
5.23K
$256K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.08K+ 1.06% |
$178K - $198K
|
486K
$23.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
5KNew |
$175K - $195K
|
5K
$245K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.95K+ 33.17% |
$174K - $193K
|
19.9K
$973K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.94K+ 12.95% |
$173K - $193K
|
43.1K
$2.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.92K+ 4.0% |
$173K - $192K
|
128K
$6.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.83K+ 34.24% |
$169K - $188K
|
18.9K
$927K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
4.79KNew |
$168K - $187K
|
4.79K
$235K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
4.68K+ 41.35% |
$164K - $182K
|
16K
$783K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.66K+ 15.89% |
$164K - $182K
|
34K
$1.66M
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
4.59K+ 4.42% |
$161K - $179K
|
109K
$5.32M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
4.54K+ 15.67% |
$159K - $177K
|
33.5K
$1.64M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.53K+ 13.71% |
$159K - $177K
|
37.6K
$1.84M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
4.52K+ 14.34% |
$159K - $176K
|
36K
$1.77M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
4.47K+ 5.27% |
$157K - $174K
|
89.2K
$4.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
4.39K+ 43.45% |
$154K - $171K
|
14.5K
$710K
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
4.35K+ 29.6% |
$153K - $169K
|
19K
$932K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.35K+ 1.28% |
$153K - $169K
|
344K
$16.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.32K+ 0.72% |
$152K - $169K
|
606K
$29.7M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.23K+ 10.71% |
$148K - $165K
|
43.7K
$2.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4.2K+ 36.68% |
$147K - $164K
|
15.7K
$767K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.19K+ 4.19% |
$147K - $163K
|
104K
$5.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
4.18K+ 33.44% |
$147K - $163K
|
16.7K
$818K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.17K+ 5.33% |
$146K - $163K
|
82.3K
$4.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
4.13K+ 13.88% |
$145K - $161K
|
33.8K
$1.66M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.11K+ 34.15% |
$144K - $160K
|
16.1K
$790K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
4.07K+ 6.45% |
$143K - $159K
|
67.1K
$3.29M
|
|
|
Nov 09, 2021
Q3 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
4.02K+ 1.11% |
$141K - $157K
|
366K
$17.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.96K+ 71.65% |
$139K - $154K
|
9.49K
$465K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.96K+ 18.81% |
$139K - $154K
|
25K
$1.22M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.92K+ 23.43% |
$138K - $153K
|
20.6K
$1.01M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.91K+ 27.48% |
$137K - $152K
|
18.1K
$889K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3.87K+ 12.69% |
$136K - $151K
|
34.4K
$1.68M
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
3.85K+ 3.47% |
$135K - $150K
|
115K
$5.63M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.83K+ 23.86% |
$134K - $149K
|
19.9K
$974K
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.82K+ 20.19% |
$134K - $149K
|
22.7K
$1.11M
|