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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.26K- 46.54% |
$235K - $254K
|
7.19K
$351K
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-6.45K- 2.46% |
$242K - $262K
|
255K
$12.4M
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-6.5KClosed |
$244K - $264K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-6.51K- 2.55% |
$244K - $264K
|
248K
$12.1M
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.71K- 25.55% |
$252K - $273K
|
19.6K
$953K
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.71K- 25.55% |
$252K - $273K
|
19.6K
$953K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.81K- 3.79% |
$255K - $276K
|
173K
$8.43M
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.86K- 3.11% |
$257K - $278K
|
214K
$10.4M
|
|
Feb 03, 2022
Q4 2021
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-6.92KClosed |
$260K - $281K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-6.98KClosed |
$262K - $284K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-6.98K- 6.15% |
$262K - $284K
|
107K
$5.2M
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-7K- 28.0% |
$263K - $284K
|
18K
$878K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.05K- 16.14% |
$265K - $286K
|
36.6K
$1.79M
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-7.08KClosed |
$266K - $287K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.25K- 7.66% |
$272K - $294K
|
87.3K
$4.26M
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-7.3K- 16.68% |
$274K - $296K
|
36.5K
$1.78M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.38K- 3.88% |
$277K - $300K
|
183K
$8.92M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.49K- 2.59% |
$281K - $304K
|
281K
$13.7M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.69K- 61.56% |
$289K - $312K
|
4.8K
$234K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.23K- 8.5% |
$309K - $334K
|
88.6K
$4.32M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.39KClosed |
$315K - $341K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-8.47KClosed |
$318K - $344K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-8.6K- 34.82% |
$323K - $349K
|
16.1K
$785K
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-8.63K- 6.64% |
$324K - $351K
|
121K
$5.92M
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-8.63K- 20.75% |
$324K - $351K
|
33K
$1.61M
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
SELL
|
- |
-8.83K- 8.94% |
$332K - $359K
|
90K
$4.39M
|
|
Feb 15, 2022
Q4 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-8.87K- 6.03% |
$333K - $360K
|
138K
$6.74M
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-8.97K- 53.17% |
$337K - $364K
|
7.9K
$385K
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-9.13KClosed |
$343K - $371K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-9.17K- 2.58% |
$344K - $372K
|
347K
$16.9M
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-9.23K- 8.17% |
$346K - $375K
|
104K
$5.06M
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-9.33K- 4.09% |
$350K - $379K
|
219K
$10.7M
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-9.49KClosed |
$356K - $385K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.52KClosed |
$357K - $387K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.82K- 30.36% |
$369K - $399K
|
22.5K
$1.1M
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-10.6K- 3.14% |
$397K - $429K
|
326K
$15.9M
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-10.6K- 6.9% |
$397K - $429K
|
143K
$6.95M
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-10.8KClosed |
$405K - $439K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-11KClosed |
$413K - $447K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.2K- 46.79% |
$421K - $455K
|
12.7K
$622K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-11.4K- 0.13% |
$429K - $464K
|
8.79M
$429M
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-11.7K- 4.46% |
$438K - $474K
|
250K
$12.2M
|
|
Feb 11, 2022
Q4 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-11.8KClosed |
$443K - $479K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.9KClosed |
$445K - $482K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-12.2KClosed |
$457K - $495K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-12.2KClosed |
$459K - $496K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-12.2K- 3.34% |
$459K - $496K
|
354K
$17.2M
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12.6KClosed |
$474K - $513K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12.8K- 11.52% |
$479K - $519K
|
98.1K
$4.78M
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-12.8K- 7.75% |
$482K - $522K
|
153K
$7.46M
|