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 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-261- 2.42% |
$9.8K - $10.6K
|
10.5K
$514K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-273- 20.42% |
$10.2K - $11.1K
|
1.06K
$51.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-275- 15.39% |
$10.3K - $11.2K
|
1.51K
$73.7K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-291- 1.32% |
$10.9K - $11.8K
|
21.8K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-294- 15.8% |
$11K - $11.9K
|
1.57K
$76.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-298- 0.93% |
$11.2K - $12.1K
|
31.9K
$1.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-300- 0.88% |
$11.3K - $12.2K
|
33.7K
$1.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-300- 4.35% |
$11.3K - $12.2K
|
6.6K
$322K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-300- 0.88% |
$11.3K - $12.2K
|
33.7K
$1.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-318- 6.52% |
$11.9K - $12.9K
|
4.56K
$222K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-320- 1.16% |
$12K - $13K
|
27.4K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-324- 10.25% |
$12.2K - $13.2K
|
2.84K
$138K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
SELL
|
- |
-331- 3.97% |
$12.4K - $13.4K
|
8.01K
$391K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-343- 0.26% |
$12.9K - $13.9K
|
133K
$6.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-349- 1.18% |
$13.1K - $14.2K
|
29.3K
$1.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-350Closed |
$13.1K - $14.2K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-360- 1.81% |
$13.5K - $14.6K
|
19.5K
$951K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-361- 3.7% |
$13.6K - $14.7K
|
9.4K
$458K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-365- 2.26% |
$13.7K - $14.8K
|
15.8K
$769K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-386- 4.28% |
$14.5K - $15.7K
|
8.64K
$421K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-390- 0.83% |
$14.6K - $15.8K
|
46.5K
$2.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-396- 5.87% |
$14.9K - $16.1K
|
6.35K
$310K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-396- 0.71% |
$14.9K - $16.1K
|
55.1K
$2.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-398- 3.91% |
$14.9K - $16.2K
|
9.79K
$477K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-400- 4.93% |
$15K - $16.2K
|
7.71K
$376K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-411- 6.02% |
$15.4K - $16.7K
|
6.41K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-411- 17.13% |
$15.4K - $16.7K
|
1.99K
$96.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-414- 2.24% |
$15.5K - $16.8K
|
18.1K
$881K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-420- 5.1% |
$15.8K - $17.1K
|
7.82K
$381K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-437- 3.58% |
$16.4K - $17.8K
|
11.8K
$574K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-438- 9.08% |
$16.4K - $17.8K
|
4.39K
$214K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-441- 1.67% |
$16.6K - $17.9K
|
25.9K
$1.26M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-446Closed |
$16.7K - $18.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-450- 5.7% |
$16.9K - $18.3K
|
7.44K
$363K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-461- 1.85% |
$17.3K - $18.7K
|
24.4K
$1.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-462- 16.68% |
$17.3K - $18.8K
|
2.31K
$112K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-477- 3.0% |
$17.9K - $19.4K
|
15.4K
$751K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-479- 7.0% |
$18K - $19.5K
|
6.37K
$310K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-488- 6.75% |
$18.3K - $19.8K
|
6.74K
$328K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-500- 5.17% |
$18.8K - $20.3K
|
9.17K
$447K
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-500- 64.27% |
$18.8K - $20.3K
|
278
$13.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-511- 4.09% |
$19.2K - $20.8K
|
12K
$584K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-516- 7.87% |
$19.4K - $21K
|
6.04K
$294K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-518- 1.74% |
$19.4K - $21K
|
29.3K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-545Closed |
$20.5K - $22.1K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-552- 0.26% |
$20.7K - $22.4K
|
209K
$10.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-594- 1.2% |
$22.3K - $24.1K
|
48.7K
$2.38M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-595- 0.32% |
$22.3K - $24.2K
|
185K
$9M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-596Closed |
$22.4K - $24.2K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-600- 6.64% |
$22.5K - $24.4K
|
8.44K
$411K
|