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 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
532+ 1.57% |
$20K - $21.6K
|
34.5K
$1.68M
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
530+ 3.89% |
$19.9K - $21.5K
|
14.1K
$690K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
525+ 5.34% |
$19.7K - $21.3K
|
10.4K
$505K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
524+ 122.14% |
$19.7K - $21.3K
|
953
$46.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
522+ 2.8% |
$19.6K - $21.2K
|
19.1K
$933K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
522New |
$19.6K - $21.2K
|
522
$25.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
513+ 18.24% |
$19.3K - $20.8K
|
3.33K
$162K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
507+ 1.29% |
$19K - $20.6K
|
39.9K
$1.95M
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
504+ 3.64% |
$18.9K - $20.5K
|
14.4K
$700K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
500New |
$18.8K - $20.3K
|
500
$24.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
500+ 10.53% |
$18.8K - $20.3K
|
5.25K
$256K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
500+ 2.02% |
$18.8K - $20.3K
|
25.3K
$1.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
500+ 66.67% |
$18.8K - $20.3K
|
1.25K
$60.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
500New |
$18.8K - $20.3K
|
500
$24.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
500+ 5.38% |
$18.8K - $20.3K
|
9.79K
$477K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
498+ 3.87% |
$18.7K - $20.2K
|
13.4K
$652K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
491+ 1.29% |
$18.4K - $19.9K
|
38.6K
$1.88M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
489+ 0.26% |
$18.4K - $19.9K
|
190K
$9.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
482+ 1.84% |
$18.1K - $19.6K
|
26.7K
$1.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
476New |
$17.9K - $19.3K
|
476
$23.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
461+ 138.44% |
$17.3K - $18.7K
|
794
$38.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
447New |
$16.8K - $18.2K
|
447
$21.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
437+ 3.6% |
$16.4K - $17.8K
|
12.6K
$614K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
427+ 1.76% |
$16K - $17.3K
|
24.7K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
426+ 1.4% |
$16K - $17.3K
|
30.8K
$1.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
418+ 4.37% |
$15.7K - $17K
|
9.99K
$487K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
411New |
$15.4K - $16.7K
|
411
$20K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
410+ 1.12% |
$15.4K - $16.7K
|
37.1K
$1.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
409+ 0.39% |
$15.4K - $16.6K
|
104K
$5.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
400+ 2.7% |
$15K - $16.2K
|
15.2K
$741K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
400+ 4.0% |
$15K - $16.2K
|
10.4K
$507K
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
400+ 7.27% |
$15K - $16.2K
|
5.9K
$288K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400New |
$15K - $16.2K
|
400
$19.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
386+ 2.56% |
$14.5K - $15.7K
|
15.5K
$754K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
385+ 8.82% |
$14.5K - $15.6K
|
4.75K
$232K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
380+ 0.81% |
$14.3K - $15.4K
|
47.3K
$2.3M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
377+ 4.79% |
$14.2K - $15.3K
|
8.25K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
360+ 14.08% |
$13.5K - $14.6K
|
2.92K
$142K
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
355+ 2.05% |
$13.3K - $14.4K
|
17.7K
$861K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
350+ 3.57% |
$13.1K - $14.2K
|
10.2K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
339+ 0.4% |
$12.7K - $13.8K
|
86.1K
$4.2M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
335New |
$12.6K - $13.6K
|
335
$16.3K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
335+ 0.71% |
$12.6K - $13.6K
|
47.3K
$2.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
313+ 1.11% |
$11.8K - $12.7K
|
28.6K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
306+ 5.56% |
$11.5K - $12.4K
|
5.81K
$283K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
300+ 4.6% |
$11.3K - $12.2K
|
6.83K
$333K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
300+ 46.73% |
$11.3K - $12.2K
|
942
$45.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
300+ 1.92% |
$11.3K - $12.2K
|
16K
$778K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
300New |
$11.3K - $12.2K
|
300
$14.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
297+ 2.4% |
$11.1K - $12.1K
|
12.7K
$618K
|