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 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.54K- 8.82% |
$95.4K - $103K
|
26.3K
$1.28M
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.56K- 4.75% |
$96.1K - $104K
|
51.3K
$2.5M
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.58K- 3.25% |
$97K - $105K
|
77K
$3.75M
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2.61K- 5.27% |
$97.9K - $106K
|
46.9K
$2.28M
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.68K- 4.37% |
$101K - $109K
|
58.6K
$2.86M
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.86K- 50.65% |
$107K - $116K
|
2.78K
$136K
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.2K- 8.05% |
$120K - $130K
|
36.5K
$1.78M
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-3.23K- 4.73% |
$121K - $131K
|
64.9K
$3.17M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.34K- 11.3% |
$125K - $136K
|
26.2K
$1.28M
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-3.39K- 1.38% |
$127K - $138K
|
242K
$11.8M
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.39K- 2.49% |
$127K - $138K
|
133K
$6.47M
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-3.4K- 0.86% |
$128K - $138K
|
391K
$19.1M
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
SELL
|
- |
-3.52KClosed |
$132K - $143K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.61K- 10.13% |
$136K - $147K
|
32.1K
$1.56M
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.7K- 4.45% |
$139K - $150K
|
79.5K
$3.87M
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-3.93K- 1.35% |
$147K - $159K
|
288K
$14M
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.1K- 3.09% |
$154K - $166K
|
129K
$6.27M
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-4.14K- 2.32% |
$156K - $168K
|
174K
$8.5M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.18K- 10.13% |
$157K - $170K
|
37.1K
$1.81M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 3.28% |
$162K - $176K
|
127K
$6.21M
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.46K- 10.22% |
$168K - $181K
|
39.2K
$1.91M
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-4.6K- 1.71% |
$173K - $187K
|
264K
$12.9M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.75K- 10.78% |
$178K - $193K
|
39.3K
$1.92M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.78K- 23.18% |
$180K - $194K
|
15.9K
$773K
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.84K- 23.88% |
$182K - $196K
|
15.4K
$751K
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.95K- 10.4% |
$186K - $201K
|
42.6K
$2.08M
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.96K- 6.02% |
$186K - $202K
|
77.5K
$3.78M
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-4.99K- 8.51% |
$187K - $203K
|
53.6K
$2.61M
|
|
Feb 09, 2022
Q4 2021
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-5KClosed |
$188K - $203K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-5K- 37.73% |
$188K - $203K
|
8.25K
$402K
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5K- 20.83% |
$188K - $203K
|
19K
$926K
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-5.05K- 2.57% |
$190K - $205K
|
192K
$9.34M
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-5.13K- 7.13% |
$193K - $208K
|
66.8K
$3.26M
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5.33KClosed |
$200K - $216K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5.33K- 28.62% |
$200K - $216K
|
13.3K
$648K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 3.12% |
$204K - $221K
|
169K
$8.24M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-5.46K- 11.3% |
$205K - $222K
|
42.9K
$2.09M
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-5.46KClosed |
$205K - $222K
|
0
$0
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-5.47K- 27.02% |
$205K - $222K
|
14.8K
$721K
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-5.5K- 9.93% |
$206K - $223K
|
49.9K
$2.43M
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-5.6KClosed |
$210K - $227K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.65KClosed |
$212K - $229K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-5.67K- 2.11% |
$213K - $230K
|
263K
$12.8M
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-5.75K- 10.05% |
$216K - $233K
|
51.4K
$2.51M
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.81K- 16.28% |
$218K - $236K
|
29.9K
$1.46M
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5.85KClosed |
$220K - $238K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6K- 1.29% |
$225K - $244K
|
460K
$22.4M
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-6.01K- 7.95% |
$226K - $244K
|
69.6K
$3.39M
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.06K- 13.96% |
$227K - $246K
|
37.3K
$1.82M
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-6.1KClosed |
$229K - $248K
|
0
$0
|