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 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
52.3KNew |
$1.96M - $2.13M
|
52.3K
$2.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
52.3KNew |
$1.96M - $2.13M
|
52.3K
$2.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
52.3KNew |
$1.96M - $2.12M
|
52.3K
$2.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.1K+ 20.17% |
$1.92M - $2.07M
|
304K
$14.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
51K+ 35.35% |
$1.91M - $2.07M
|
195K
$9.57M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
50.9K+ 500.0% |
$1.91M - $2.07M
|
61.1K
$2.99M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
50.9KNew |
$1.91M - $2.07M
|
50.9K
$2.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
50.3K+ 3.92% |
$1.89M - $2.04M
|
1.33M
$65.3M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
50KNew |
$1.88M - $2.03M
|
50K
$2.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
48.8K+ 25.9% |
$1.83M - $1.98M
|
237K
$11.6M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
48.1K+ 29.71% |
$1.81M - $1.96M
|
210K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
48.1KNew |
$1.81M - $1.95M
|
48.1K
$2.36M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
46.8KNew |
$1.76M - $1.9M
|
46.8K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
46.5K+ 7.78% |
$1.75M - $1.89M
|
644K
$31.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
46.1K+ 3.38% |
$1.73M - $1.87M
|
1.41M
$69.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
44.6K+ 6.47% |
$1.68M - $1.81M
|
735K
$36M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
44KNew |
$1.65M - $1.79M
|
44K
$2.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.9K+ 17.68% |
$1.65M - $1.78M
|
292K
$14.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
43.8K+ 60.89% |
$1.64M - $1.78M
|
116K
$5.67M
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
43.8KNew |
$1.64M - $1.78M
|
43.8K
$2.15M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
43.8K+ 824.56% |
$1.64M - $1.78M
|
49.1K
$2.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
43.5KNew |
$1.63M - $1.77M
|
43.5K
$2.13M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43.3K+ 2.48% |
$1.63M - $1.76M
|
1.79M
$87.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
43.3K+ 144.31% |
$1.62M - $1.76M
|
73.2K
$3.59M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
42.8K+ 6.84% |
$1.61M - $1.74M
|
668K
$32.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
42.7KNew |
$1.6M - $1.73M
|
42.7K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
42.6KNew |
$1.6M - $1.73M
|
42.6K
$2.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
42.6KNew |
$1.6M - $1.73M
|
42.6K
$2.09M
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
42.2KNew |
$1.58M - $1.71M
|
42.2K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
41.8K+ 220.52% |
$1.57M - $1.7M
|
60.8K
$2.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
41.4K+ 217.16% |
$1.55M - $1.68M
|
60.4K
$2.96M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
39.8K+ 10.13% |
$1.5M - $1.62M
|
433K
$21.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
39.7K+ 6.76% |
$1.49M - $1.61M
|
626K
$30.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
39.1KNew |
$1.47M - $1.59M
|
39.1K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
38.9KNew |
$1.46M - $1.58M
|
38.9K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
38.5K+ 115.82% |
$1.45M - $1.56M
|
71.8K
$3.52M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
38.4K+ 33.99% |
$1.44M - $1.56M
|
152K
$7.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
38.4KNew |
$1.44M - $1.56M
|
38.4K
$1.88M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
38KNew |
$1.43M - $1.54M
|
38K
$1.86M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
38K+ 59.86% |
$1.43M - $1.54M
|
101K
$4.97M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
37.8KNew |
$1.42M - $1.54M
|
37.8K
$1.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
37.6KNew |
$1.41M - $1.53M
|
37.6K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
37.5K+ 166.96% |
$1.41M - $1.52M
|
60K
$2.94M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
36.6KNew |
$1.37M - $1.49M
|
36.6K
$1.79M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.1K+ 40.79% |
$1.36M - $1.47M
|
125K
$6.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
36K+ 9.75% |
$1.35M - $1.46M
|
405K
$19.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
35.6KNew |
$1.34M - $1.44M
|
35.6K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
35.5KNew |
$1.33M - $1.44M
|
35.5K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
35.3K+ 25.82% |
$1.33M - $1.44M
|
172K
$8.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.2K+ 26.04% |
$1.32M - $1.43M
|
170K
$8.34M
|