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 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
241K+ 730.19% |
$9.06M - $9.8M
|
274K
$13.4M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
239KNew |
$8.96M - $9.7M
|
239K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
237K+ 2197.21% |
$8.9M - $9.63M
|
248K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
232K+ 20.82% |
$8.73M - $9.44M
|
1.35M
$66.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
223K+ 67.66% |
$8.36M - $9.05M
|
552K
$27M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
223K+ 18.24% |
$8.36M - $9.05M
|
1.44M
$70.7M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
207KNew |
$7.76M - $8.39M
|
207K
$10.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200K+ 18.18% |
$7.51M - $8.12M
|
1.3M
$63.7M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
198KNew |
$7.45M - $8.06M
|
198K
$9.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
196KNew |
$7.37M - $7.97M
|
196K
$9.62M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
192KNew |
$7.2M - $7.79M
|
192K
$9.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
188K+ 2.53% |
$7.07M - $7.65M
|
7.63M
$374M
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
185KNew |
$6.96M - $7.53M
|
185K
$9.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
185K+ 355.1% |
$6.93M - $7.5M
|
237K
$11.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
170K+ 1.81% |
$6.38M - $6.91M
|
9.57M
$469M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
169K+ 5.41% |
$6.33M - $6.85M
|
3.29M
$161M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
167K+ 1273.07% |
$6.27M - $6.78M
|
180K
$8.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
161K+ 77.39% |
$6.05M - $6.55M
|
369K
$18.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
152K+ 16.38% |
$5.69M - $6.16M
|
1.08M
$52.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
151K+ 3.57% |
$5.68M - $6.14M
|
4.39M
$215M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
148K+ 159.74% |
$5.54M - $6M
|
240K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
142KNew |
$5.34M - $5.77M
|
142K
$6.96M
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
140K+ 456.05% |
$5.26M - $5.69M
|
171K
$8.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
138K+ 266.43% |
$5.16M - $5.59M
|
189K
$9.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
137K+ 40.04% |
$5.15M - $5.57M
|
480K
$23.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
135KNew |
$5.06M - $5.47M
|
135K
$6.6M
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
128K+ 713.38% |
$4.81M - $5.21M
|
146K
$7.16M
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
127K+ 2.18% |
$4.78M - $5.18M
|
5.98M
$293M
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
126KNew |
$4.74M - $5.13M
|
126K
$6.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
126K+ 303.0% |
$4.72M - $5.1M
|
167K
$8.19M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
123KNew |
$4.62M - $5M
|
123K
$6.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
121K+ 21.19% |
$4.55M - $4.92M
|
693K
$34M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
121KNew |
$4.54M - $4.91M
|
121K
$5.92M
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
120K+ 1.55% |
$4.51M - $4.88M
|
7.86M
$385M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
118K+ 180.44% |
$4.44M - $4.81M
|
184K
$9.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
114KNew |
$4.3M - $4.65M
|
114K
$5.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
114K+ 5.31% |
$4.27M - $4.62M
|
2.25M
$110M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
113KNew |
$4.25M - $4.59M
|
113K
$5.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
113KNew |
$4.24M - $4.59M
|
113K
$5.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
112KNew |
$4.19M - $4.54M
|
112K
$5.47M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
110K+ 19.15% |
$4.11M - $4.45M
|
682K
$33.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
109KNew |
$4.09M - $4.43M
|
109K
$5.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
109K+ 141.93% |
$4.08M - $4.41M
|
185K
$9.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
108K+ 437.0% |
$4.04M - $4.38M
|
132K
$6.49M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
104K+ 98.83% |
$3.89M - $4.21M
|
208K
$10.2M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
102KNew |
$3.82M - $4.13M
|
102K
$4.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
102K+ 73.79% |
$3.82M - $4.13M
|
240K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
101K+ 91.55% |
$3.8M - $4.12M
|
212K
$10.4M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
99.5K+ 4.27% |
$3.73M - $4.04M
|
2.43M
$119M
|
|
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
99.3KNew |
$3.73M - $4.03M
|
99.3K
$4.86M
|