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 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.78K+ 0.84% |
$133K - $147K
|
451K
$22.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.73K+ 4.52% |
$131K - $145K
|
86.1K
$4.22M
|
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
BUY
|
- |
3.73K+ 65.35% |
$131K - $145K
|
9.43K
$462K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.67K+ 3.95% |
$129K - $143K
|
96.6K
$4.73M
|
|
|
Nov 18, 2021
Q3 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.67K+ 6.86% |
$129K - $143K
|
57.2K
$2.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.48K+ 12.15% |
$122K - $136K
|
32.1K
$1.57M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
3.47K+ 62.3% |
$122K - $135K
|
9.04K
$443K
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3.34K+ 36.56% |
$117K - $130K
|
12.5K
$612K
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
3.31K+ 11.83% |
$116K - $129K
|
31.2K
$1.53M
|
|
|
Nov 05, 2021
Q3 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
3.3K+ 1.06% |
$116K - $129K
|
316K
$15.5M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.29K+ 104.44% |
$116K - $128K
|
6.44K
$316K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
3.26K+ 2.24% |
$115K - $127K
|
149K
$7.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.26K+ 19.89% |
$114K - $127K
|
19.6K
$962K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
3.26K+ 4.65% |
$114K - $127K
|
73.4K
$3.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.25K+ 20.02% |
$114K - $127K
|
19.5K
$955K
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
3.23K+ 1.22% |
$113K - $126K
|
268K
$13.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.19K+ 8.8% |
$112K - $124K
|
39.4K
$1.93M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.18K+ 8.86% |
$112K - $124K
|
39K
$1.91M
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
3.15K+ 16.17% |
$110K - $123K
|
22.6K
$1.11M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.14K+ 8.31% |
$110K - $122K
|
40.9K
$2.01M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
3.07K+ 7.98% |
$108K - $120K
|
41.6K
$2.04M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
2.99K+ 27.06% |
$105K - $116K
|
14K
$687K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.98K+ 3.74% |
$105K - $116K
|
82.7K
$4.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.96K+ 76.4% |
$104K - $115K
|
6.82K
$334K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.95K+ 45.56% |
$104K - $115K
|
9.43K
$462K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.94K+ 16.57% |
$103K - $115K
|
20.7K
$1.01M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.93K+ 10.49% |
$103K - $114K
|
30.9K
$1.51M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
2.89K+ 1.23% |
$102K - $113K
|
238K
$11.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.88K+ 10.5% |
$101K - $112K
|
30.3K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.86K+ 4.42% |
$100K - $112K
|
67.6K
$3.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.83K+ 10.61% |
$99.5K - $110K
|
29.5K
$1.45M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
2.81K+ 19.28% |
$98.7K - $110K
|
17.4K
$852K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.74KNew |
$96.2K - $107K
|
2.74K
$134K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.73K+ 19.09% |
$96K - $107K
|
17.1K
$835K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.73K+ 1.06% |
$96K - $107K
|
261K
$12.8M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
2.72K+ 3.34% |
$95.5K - $106K
|
84K
$4.12M
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
2.7K+ 1.44% |
$94.6K - $105K
|
190K
$9.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.63K+ 5.72% |
$92.2K - $102K
|
48.5K
$2.38M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.61K+ 13.55% |
$91.6K - $102K
|
21.9K
$1.07M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.59K+ 80.81% |
$90.9K - $101K
|
5.79K
$284K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.59K+ 2.75% |
$90.8K - $101K
|
96.5K
$4.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.57K+ 1.92% |
$90.4K - $100K
|
137K
$6.71M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
2.57K+ 4.45% |
$90.2K - $100K
|
60.3K
$2.95M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
2.51K+ 3.5% |
$88.1K - $97.9K
|
74.3K
$3.64M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.48K+ 5.43% |
$87.2K - $96.8K
|
48.2K
$2.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.47K+ 14.43% |
$86.8K - $96.4K
|
19.6K
$961K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
2.45K+ 9.75% |
$86.2K - $95.7K
|
27.6K
$1.35M
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.42K+ 5.59% |
$84.9K - $94.3K
|
45.7K
$2.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.41K+ 1.82% |
$84.6K - $94K
|
135K
$6.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.39K+ 3.07% |
$83.7K - $93K
|
80.2K
$3.93M
|