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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
278+ 3.85% |
$10.4K - $11.3K
|
7.5K
$365K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
278New |
$10.4K - $11.3K
|
278
$13.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
276+ 13.8% |
$10.4K - $11.2K
|
2.28K
$111K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
271New |
$10.2K - $11K
|
271
$13.2K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
260New |
$9.76K - $10.6K
|
260
$12.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
251+ 1.43% |
$9.42K - $10.2K
|
17.8K
$869K
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
250+ 1.7% |
$9.39K - $10.2K
|
14.9K
$728K
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
245+ 1.72% |
$9.2K - $9.95K
|
14.5K
$708K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
244+ 4.47% |
$9.16K - $9.91K
|
5.7K
$278K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
243+ 0.23% |
$9.12K - $9.87K
|
108K
$5.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
242New |
$9.08K - $9.83K
|
242
$11.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
230+ 21.48% |
$8.63K - $9.34K
|
1.3K
$63.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
230New |
$8.63K - $9.34K
|
230
$11.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
228+ 2.22% |
$8.56K - $9.26K
|
10.5K
$511K
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
215+ 0.14% |
$8.07K - $8.73K
|
149K
$7.27M
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
215+ 4.0% |
$8.07K - $8.73K
|
5.6K
$273K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
208+ 0.47% |
$7.81K - $8.45K
|
44.1K
$2.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
205+ 3.08% |
$7.7K - $8.33K
|
6.87K
$335K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
203+ 2.82% |
$7.62K - $8.25K
|
7.4K
$361K
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
200+ 2.63% |
$7.51K - $8.12K
|
7.82K
$381K
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
200New |
$7.51K - $8.12K
|
200
$9.75K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
197+ 0.43% |
$7.4K - $8K
|
46.5K
$2.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
193+ 0.93% |
$7.25K - $7.84K
|
21K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
191+ 1.86% |
$7.17K - $7.76K
|
10.5K
$511K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
190+ 2.67% |
$7.13K - $7.72K
|
7.31K
$356K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
179+ 1.69% |
$6.72K - $7.27K
|
10.8K
$526K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
175+ 0.59% |
$6.57K - $7.11K
|
29.7K
$1.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
173+ 2.47% |
$6.49K - $7.03K
|
7.18K
$350K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
168+ 1.79% |
$6.31K - $6.82K
|
9.57K
$466K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
156+ 0.97% |
$5.86K - $6.34K
|
16.2K
$788K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
154+ 0.62% |
$5.78K - $6.26K
|
24.9K
$1.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
153+ 0.7% |
$5.74K - $6.21K
|
22K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Belmont Capital, LLC
|
BUY
|
- |
150+ 6.85% |
$5.63K - $6.09K
|
2.34K
$114K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
139+ 0.55% |
$5.22K - $5.65K
|
25.6K
$1.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
135+ 0.44% |
$5.07K - $5.48K
|
31K
$1.51M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
132+ 0.58% |
$4.96K - $5.36K
|
22.7K
$1.11M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
125New |
$4.69K - $5.08K
|
125
$6.09K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
124+ 0.41% |
$4.65K - $5.04K
|
30.7K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120+ 0.95% |
$4.5K - $4.87K
|
12.8K
$624K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120+ 0.95% |
$4.5K - $4.87K
|
12.8K
$624K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
119+ 8.06% |
$4.47K - $4.83K
|
1.6K
$77.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
114+ 0.35% |
$4.28K - $4.63K
|
32.3K
$1.58M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
113+ 1.85% |
$4.24K - $4.59K
|
6.24K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
108+ 4.22% |
$4.05K - $4.39K
|
2.67K
$130K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
108New |
$4.05K - $4.39K
|
108
$5.27K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
107+ 0.48% |
$4.02K - $4.35K
|
22.5K
$1.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
103+ 1.94% |
$3.87K - $4.18K
|
5.41K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
103+ 0.38% |
$3.87K - $4.18K
|
27.4K
$1.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
100+ 3.83% |
$3.75K - $4.06K
|
2.71K
$132K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
97+ 0.35% |
$3.64K - $3.94K
|
28K
$1.36M
|