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 10, 2022
Q4 2021
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
7.61K+ 98.79% |
$286K - $309K
|
15.3K
$750K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
7.54K+ 12.64% |
$283K - $306K
|
67.2K
$3.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
7.49KNew |
$281K - $304K
|
7.49K
$367K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
7.43K+ 271.24% |
$279K - $302K
|
10.2K
$498K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.4K+ 75.17% |
$278K - $300K
|
17.2K
$844K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7.39KNew |
$278K - $300K
|
7.39K
$362K
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
7.34KNew |
$276K - $298K
|
7.34K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.34K+ 40.68% |
$275K - $298K
|
25.4K
$1.24M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.26KNew |
$273K - $295K
|
7.26K
$356K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.26K+ 11.47% |
$273K - $295K
|
70.5K
$3.46M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.22KNew |
$271K - $293K
|
7.22K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.15KNew |
$268K - $291K
|
7.15K
$350K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
7.12K+ 63.78% |
$267K - $289K
|
18.3K
$896K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
7.11K+ 9.83% |
$267K - $289K
|
79.4K
$3.89M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
7.09KNew |
$266K - $288K
|
7.09K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7.04KNew |
$264K - $286K
|
7.04K
$345K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7K+ 5.81% |
$263K - $284K
|
127K
$6.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
6.98KNew |
$262K - $283K
|
6.98K
$342K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.96KNew |
$261K - $283K
|
6.96K
$341K
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
6.95K+ 6.05% |
$261K - $282K
|
122K
$5.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.9K+ 17.68% |
$259K - $280K
|
45.9K
$2.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.9K+ 6.84% |
$259K - $280K
|
108K
$5.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.88K+ 390.14% |
$258K - $280K
|
8.65K
$424K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.85K+ 13.36% |
$257K - $278K
|
58.2K
$2.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.74K+ 9.9% |
$253K - $274K
|
74.8K
$3.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
6.73KNew |
$253K - $273K
|
6.73K
$330K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.7K+ 16.07% |
$251K - $272K
|
48.4K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
6.66KNew |
$250K - $271K
|
6.66K
$326K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
6.57K+ 41.08% |
$247K - $267K
|
22.6K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Tamar Securities, LLC
|
BUY
|
- |
6.48K+ 2.57% |
$243K - $263K
|
259K
$12.7M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.47KNew |
$243K - $263K
|
6.47K
$317K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
6.45KNew |
$242K - $262K
|
6.45K
$316K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
6.45KNew |
$242K - $262K
|
6.45K
$316K
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
6.41K+ 30.22% |
$241K - $260K
|
27.6K
$1.35M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.38KNew |
$240K - $259K
|
6.38K
$313K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.37K+ 95.97% |
$239K - $259K
|
13K
$638K
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6.37KNew |
$239K - $259K
|
6.37K
$312K
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.35K+ 116.87% |
$239K - $258K
|
11.8K
$578K
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.35KNew |
$238K - $258K
|
6.35K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.24K+ 14.22% |
$234K - $253K
|
50.1K
$2.45M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.16KNew |
$231K - $250K
|
6.16K
$302K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6.16K+ 4.74% |
$231K - $250K
|
136K
$6.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.05K+ 1.49% |
$227K - $246K
|
413K
$20.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.05KNew |
$227K - $246K
|
6.05K
$296K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.01K+ 6.01% |
$226K - $244K
|
106K
$5.19M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
5.99KNew |
$225K - $243K
|
5.99K
$293K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.91K+ 8.78% |
$222K - $240K
|
73.3K
$3.59M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
5.83KNew |
$219K - $237K
|
5.83K
$286K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.83K+ 4.91% |
$219K - $237K
|
124K
$6.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.83KNew |
$219K - $237K
|
5.83K
$286K
|