Purchases and Sales Made in Q4 2021 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.57K+ 4.18% |
$58.9K - $63.8K
|
39.2K
$1.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.57K+ 23.79% |
$58.8K - $63.6K
|
8.14K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.56K+ 2.67% |
$58.4K - $63.2K
|
59.9K
$2.94M
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
1.54K+ 24.17% |
$57.9K - $62.6K
|
7.92K
$389K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.52K+ 6.54% |
$57.1K - $61.8K
|
24.8K
$1.22M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.49K+ 1.37% |
$55.9K - $60.5K
|
111K
$5.43M
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.48K+ 2.06% |
$55.5K - $60.1K
|
73.3K
$3.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
1.48K+ 2.29% |
$55.5K - $60.1K
|
66.2K
$3.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.45K+ 6.7% |
$54.6K - $59.1K
|
23.1K
$1.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.45K+ 0.96% |
$54.4K - $58.9K
|
153K
$7.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.43K+ 7.08% |
$53.7K - $58.1K
|
21.6K
$1.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.43K+ 26.03% |
$53.6K - $58K
|
6.92K
$340K
|
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
1.42K+ 18.92% |
$53.3K - $57.7K
|
8.93K
$439K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.41K+ 1.97% |
$53.1K - $57.4K
|
73.1K
$3.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.4K+ 6.66% |
$52.7K - $57K
|
22.5K
$1.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.38K+ 22.03% |
$51.7K - $55.9K
|
7.63K
$375K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.36K+ 25.25% |
$51.1K - $55.3K
|
6.76K
$332K
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.33K+ 9.67% |
$49.7K - $53.8K
|
15K
$738K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.32K+ 4.79% |
$49.7K - $53.7K
|
28.9K
$1.42M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$49.2K - $53.2K
|
1.31K
$64.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.31K+ 2.01% |
$49.2K - $53.2K
|
66.3K
$3.26M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.3KNew |
$49K - $53K
|
1.3K
$64K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.3K+ 16.08% |
$48.9K - $52.9K
|
9.41K
$462K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.3K+ 23.86% |
$48.8K - $52.8K
|
6.75K
$332K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.3K+ 7.0% |
$48.8K - $52.8K
|
19.9K
$976K
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
1.28K+ 13.53% |
$47.9K - $51.8K
|
10.7K
$525K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 12.45% |
$47.5K - $51.3K
|
11.4K
$561K
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.26K+ 13.36% |
$47.2K - $51K
|
10.7K
$523K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.24K+ 9.35% |
$46.4K - $50.2K
|
14.5K
$710K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.24K+ 484.31% |
$46.4K - $50.2K
|
1.49K
$73.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.23K+ 6.28% |
$46.3K - $50.1K
|
20.9K
$1.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.21K+ 3.25% |
$45.5K - $49.3K
|
38.5K
$1.89M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.21K+ 2.02% |
$45.3K - $49K
|
60.8K
$2.99M
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.2K+ 16.34% |
$45K - $48.7K
|
8.55K
$420K
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.18K+ 5.65% |
$44.3K - $47.9K
|
22.1K
$1.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.12KNew |
$42.1K - $45.6K
|
1.12K
$55.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.1K+ 0.49% |
$41.1K - $44.5K
|
224K
$11M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.09K+ 17.2% |
$41K - $44.4K
|
7.44K
$365K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
1.09KNew |
$41K - $44.3K
|
1.09K
$53.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.06K+ 24.78% |
$39.9K - $43.1K
|
5.35K
$263K
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 4.19% |
$39.8K - $43.1K
|
26.4K
$1.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.05K+ 5.53% |
$39.4K - $42.7K
|
20K
$983K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.04KNew |
$38.9K - $42.1K
|
1.04K
$50.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1K+ 9.44% |
$37.5K - $40.6K
|
11.6K
$569K
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
996+ 0.41% |
$37.4K - $40.5K
|
245K
$12M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
989New |
$37.1K - $40.2K
|
989
$48.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
989+ 3.6% |
$37.1K - $40.2K
|
28.5K
$1.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
975+ 12.56% |
$36.6K - $39.6K
|
8.74K
$429K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
961+ 5.93% |
$36.1K - $39K
|
17.2K
$843K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
943+ 9.84% |
$35.4K - $38.3K
|
10.5K
$517K
|