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 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.8K+ 28.58% |
$406K - $440K
|
48.7K
$2.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.8K+ 3.68% |
$406K - $439K
|
305K
$14.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.8K+ 24.54% |
$404K - $437K
|
54.6K
$2.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
10.3KNew |
$387K - $418K
|
10.3K
$505K
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10.2K+ 3225.71% |
$381K - $413K
|
10.5K
$513K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.1KNew |
$381K - $412K
|
10.1K
$497K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
10.1K+ 11.18% |
$380K - $411K
|
101K
$4.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10K+ 13.74% |
$377K - $408K
|
83.1K
$4.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.98K+ 47.83% |
$375K - $406K
|
30.9K
$1.51M
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
9.89KNew |
$371K - $402K
|
9.89K
$484K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
9.79K+ 195.86% |
$368K - $398K
|
14.8K
$725K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.77K+ 14.07% |
$367K - $397K
|
79.1K
$3.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
9.7K+ 3.5% |
$364K - $394K
|
287K
$14.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
9.6K+ 61.68% |
$360K - $390K
|
25.2K
$1.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
9.46K+ 2.64% |
$355K - $384K
|
368K
$18M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
9.44KNew |
$354K - $384K
|
9.44K
$463K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
9.32KNew |
$350K - $379K
|
9.32K
$457K
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9.17KNew |
$344K - $372K
|
9.17K
$449K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.1K+ 3.47% |
$342K - $370K
|
272K
$13.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
9.1KNew |
$342K - $370K
|
9.1K
$446K
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
9.07KNew |
$340K - $368K
|
9.07K
$444K
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
9.01K+ 7.91% |
$338K - $366K
|
123K
$6.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.01KNew |
$338K - $366K
|
9.01K
$441K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
8.93K+ 10.37% |
$335K - $363K
|
95.1K
$4.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8.75K+ 865.78% |
$329K - $356K
|
9.76K
$478K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
8.74K+ 1.58% |
$328K - $355K
|
563K
$27.6M
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
8.63K+ 2.78% |
$324K - $350K
|
319K
$15.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.58K+ 28.31% |
$322K - $349K
|
38.9K
$1.91M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.48K+ 36.54% |
$318K - $344K
|
31.7K
$1.55M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
8.47K+ 126.21% |
$318K - $344K
|
15.2K
$743K
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
8.46K+ 7.79% |
$318K - $344K
|
117K
$5.74M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8.38KNew |
$315K - $341K
|
8.38K
$411K
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8.37K+ 26.32% |
$314K - $340K
|
40.1K
$1.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.36K+ 18.65% |
$314K - $340K
|
53.2K
$2.61M
|
|
|
Feb 17, 2022
Q4 2021
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
8.35KNew |
$313K - $339K
|
8.35K
$409K
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
8.29KNew |
$311K - $337K
|
8.29K
$406K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
8.29K+ 87.87% |
$311K - $337K
|
17.7K
$868K
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
8.24K+ 2.69% |
$309K - $335K
|
315K
$15.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.16K+ 2.34% |
$306K - $332K
|
358K
$17.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Westwood Wealth Management
|
BUY
|
- |
7.93KNew |
$298K - $322K
|
7.93K
$388K
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.87KNew |
$296K - $320K
|
7.87K
$386K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.81K+ 44.59% |
$293K - $317K
|
25.3K
$1.24M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7.79KNew |
$292K - $316K
|
7.79K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
7.77KNew |
$291K - $315K
|
7.77K
$380K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.74K+ 9.44% |
$290K - $314K
|
89.7K
$4.39M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
7.74KNew |
$290K - $314K
|
7.74K
$379K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.72K+ 47.86% |
$290K - $314K
|
23.9K
$1.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
7.7K+ 8.65% |
$289K - $313K
|
96.7K
$4.74M
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
7.64KNew |
$287K - $310K
|
7.64K
$374K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
7.63K+ 94.76% |
$286K - $310K
|
15.7K
$768K
|