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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
934+ 4.09% |
$35.1K - $37.9K
|
23.7K
$1.17M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
930+ 2.48% |
$34.9K - $37.8K
|
38.5K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
904+ 74.4% |
$33.9K - $36.7K
|
2.12K
$104K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
901+ 1.93% |
$33.8K - $36.6K
|
47.5K
$2.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
901+ 360.4% |
$33.8K - $36.6K
|
1.15K
$56.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
894+ 5.05% |
$33.6K - $36.3K
|
18.6K
$913K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
890+ 7.45% |
$33.4K - $36.2K
|
12.8K
$630K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
854+ 1.95% |
$32.1K - $34.7K
|
44.7K
$2.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
829+ 8.35% |
$31.1K - $33.7K
|
10.8K
$528K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
826+ 9.68% |
$31K - $33.6K
|
9.36K
$460K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
826New |
$31K - $33.6K
|
826
$40.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
821+ 4.5% |
$30.8K - $33.3K
|
19.1K
$937K
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
820+ 9.86% |
$30.8K - $33.3K
|
9.13K
$449K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
818New |
$30.7K - $33.2K
|
818
$40.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
809+ 5.77% |
$30.4K - $32.9K
|
14.8K
$728K
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
807+ 1.08% |
$30.3K - $32.8K
|
75.9K
$3.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
806+ 2.72% |
$30.3K - $32.7K
|
30.5K
$1.5M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
800New |
$30K - $32.5K
|
800
$39.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
792+ 8.32% |
$29.7K - $32.2K
|
10.3K
$506K
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
770+ 0.5% |
$28.9K - $31.3K
|
155K
$7.61M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
755+ 2.64% |
$28.3K - $30.7K
|
29.3K
$1.44M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
754+ 3.89% |
$28.3K - $30.6K
|
20.2K
$990K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
750+ 4.55% |
$28.2K - $30.5K
|
17.3K
$847K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
750+ 21.04% |
$28.2K - $30.5K
|
4.32K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
750+ 82.06% |
$28.2K - $30.5K
|
1.66K
$81.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
697+ 4.62% |
$26.2K - $28.3K
|
15.8K
$775K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
670New |
$25.2K - $27.2K
|
670
$32.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
666New |
$25K - $27.1K
|
666
$32.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
656+ 5.53% |
$24.6K - $26.6K
|
12.5K
$615K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
645+ 16.2% |
$24.2K - $26.2K
|
4.63K
$227K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
BUY
|
- |
644+ 4.31% |
$24.2K - $26.2K
|
15.6K
$766K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
642+ 1.54% |
$24.1K - $26.1K
|
42.3K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
622+ 2.75% |
$23.3K - $25.3K
|
23.2K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
612+ 10.06% |
$23K - $24.9K
|
6.7K
$329K
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
608+ 3.85% |
$22.8K - $24.7K
|
16.4K
$806K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
601+ 7.96% |
$22.6K - $24.4K
|
8.15K
$400K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
601+ 4.46% |
$22.6K - $24.4K
|
14.1K
$691K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
600New |
$22.5K - $24.4K
|
600
$29.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
600+ 10.38% |
$22.5K - $24.4K
|
6.38K
$313K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
598+ 3.53% |
$22.4K - $24.3K
|
17.5K
$861K
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
597+ 1.86% |
$22.4K - $24.3K
|
32.7K
$1.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
592+ 2.99% |
$22.2K - $24K
|
20.4K
$1M
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
585+ 10.77% |
$22K - $23.8K
|
6.02K
$296K
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
580+ 7.01% |
$21.8K - $23.6K
|
8.86K
$435K
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
573+ 1.29% |
$21.5K - $23.3K
|
45.1K
$2.21M
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
563+ 0.77% |
$21.1K - $22.9K
|
73.8K
$3.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
560+ 2.0% |
$21K - $22.7K
|
28.6K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
542+ 4.01% |
$20.3K - $22K
|
14.1K
$690K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
540+ 4.51% |
$20.3K - $21.9K
|
12.5K
$615K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
539+ 2.25% |
$20.2K - $21.9K
|
24.5K
$1.2M
|