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 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90New |
$3.38K - $3.66K
|
90
$4.39K
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
90+ 0.94% |
$3.38K - $3.66K
|
9.67K
$472K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
90New |
$3.38K - $3.66K
|
90
$4.39K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
88+ 0.41% |
$3.3K - $3.57K
|
21.6K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
88+ 0.83% |
$3.3K - $3.57K
|
10.7K
$520K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
84+ 0.09% |
$3.15K - $3.41K
|
89.2K
$4.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
84+ 9.93% |
$3.15K - $3.41K
|
930
$45.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
83+ 0.71% |
$3.12K - $3.37K
|
11.8K
$573K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
83New |
$3.12K - $3.37K
|
83
$4.05K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
80+ 0.28% |
$3K - $3.25K
|
28.2K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
77+ 0.65% |
$2.89K - $3.13K
|
12K
$584K
|
|
|
Jan 27, 2022
Q4 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
76+ 0.1% |
$2.85K - $3.09K
|
75.6K
$3.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
75+ 3.35% |
$2.82K - $3.05K
|
2.31K
$113K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
75+ 0.03% |
$2.82K - $3.05K
|
300K
$14.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
75+ 0.4% |
$2.82K - $3.05K
|
18.6K
$908K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
73+ 0.23% |
$2.74K - $2.97K
|
31.4K
$1.53M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
69+ 0.36% |
$2.59K - $2.8K
|
19.2K
$937K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
63+ 0.47% |
$2.37K - $2.56K
|
13.4K
$651K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
60New |
$2.25K - $2.44K
|
60
$2.93K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
59+ 0.4% |
$2.21K - $2.4K
|
14.6K
$713K
|
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
57+ 0.47% |
$2.14K - $2.32K
|
12.1K
$588K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
55+ 0.06% |
$2.06K - $2.23K
|
95.5K
$4.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
51+ 0.14% |
$1.91K - $2.07K
|
35.5K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
50New |
$1.88K - $2.03K
|
50
$2.44K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
49+ 5.15% |
$1.84K - $1.99K
|
1K
$48.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
45+ 0.43% |
$1.69K - $1.83K
|
10.5K
$510K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
44+ 29.33% |
$1.65K - $1.79K
|
194
$9.46K
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
40+ 0.2% |
$1.5K - $1.62K
|
19.7K
$961K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
39+ 2.07% |
$1.46K - $1.58K
|
1.92K
$93.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
38+ 0.4% |
$1.43K - $1.54K
|
9.54K
$465K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
35New |
$1.31K - $1.42K
|
35
$1.71K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
33+ 0.47% |
$1.24K - $1.34K
|
7.01K
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
33+ 0.46% |
$1.24K - $1.34K
|
7.26K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 0.1% |
$1.01K - $1.1K
|
25.8K
$1.26M
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
25+ 3.73% |
$939 - $1.02K
|
695
$33.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Braun Stacey Associates Inc
|
BUY
|
- |
25+ 0.31% |
$939 - $1.02K
|
7.97K
$388K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
25+ 0.17% |
$939 - $1.02K
|
14.8K
$722K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
21+ 0.17% |
$788 - $853
|
12.2K
$594K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
20+ 0.28% |
$751 - $812
|
7.12K
$347K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19+ 0.12% |
$713 - $772
|
15.8K
$770K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
19+ 0.25% |
$713 - $772
|
7.74K
$378K
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18+ 2.37% |
$676 - $731
|
777
$37.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
14+ 0.37% |
$526 - $569
|
3.78K
$184K
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.48% |
$526 - $569
|
2.92K
$142K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.48% |
$526 - $569
|
2.92K
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.02% |
$375 - $406
|
66.1K
$3.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
8+ 0.46% |
$300 - $325
|
1.76K
$85.8K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8+ 0.12% |
$300 - $325
|
6.74K
$329K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.52% |
$300 - $325
|
1.54K
$75.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
7+ 0.12% |
$263 - $284
|
5.8K
$283K
|