Purchases and Sales Made in Q1 2022 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.41K+ 17.91% |
$85.8K - $99.7K
|
15.8K
$789K
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.4K+ 12.62% |
$85.7K - $99.6K
|
21.5K
$1.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.36K+ 25.7% |
$84.1K - $97.6K
|
11.5K
$574K
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
BUY
|
- |
2.35K+ 5.48% |
$83.8K - $97.3K
|
45.2K
$2.25M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.33K+ 2.13% |
$82.9K - $96.3K
|
111K
$5.54M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
2.31K+ 177.79% |
$82.5K - $95.8K
|
3.61K
$180K
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.29K+ 444.19% |
$81.7K - $94.9K
|
2.81K
$140K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.27K+ 7.99% |
$81.1K - $94.1K
|
30.7K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 8.82% |
$80.9K - $94K
|
28K
$1.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
2.27K+ 11.83% |
$80.8K - $93.8K
|
21.4K
$1.07M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.25K+ 4.49% |
$80.3K - $93.2K
|
52.4K
$2.61M
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
2.23K+ 28.15% |
$79.5K - $92.4K
|
10.2K
$506K
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.2K+ 6.5% |
$78.5K - $91.1K
|
36K
$1.79M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.18K+ 15.71% |
$77.8K - $90.3K
|
16.1K
$800K
|
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.17K+ 40.57% |
$77.2K - $89.7K
|
7.5K
$374K
|
|
|
Apr 26, 2022
Q1 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
2.13K+ 2.17% |
$76K - $88.3K
|
100K
$4.99M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.1K+ 2.7% |
$74.9K - $87K
|
79.9K
$3.98M
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.09K+ 18.46% |
$74.5K - $86.5K
|
13.4K
$667K
|
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.08K+ 7.55% |
$74.3K - $86.3K
|
29.7K
$1.48M
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.08KNew |
$74.2K - $86.2K
|
2.08K
$104K
|
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.08K+ 0.9% |
$74.1K - $86K
|
232K
$11.5M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.07K+ 1.56% |
$73.9K - $85.8K
|
135K
$6.71M
|
|
|
Apr 07, 2022
Q1 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.06K+ 86.37% |
$73.5K - $85.3K
|
4.45K
$221K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.05K+ 33.37% |
$73K - $84.7K
|
8.18K
$407K
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.99K+ 16.9% |
$70.9K - $82.3K
|
13.7K
$685K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.94K+ 7.81% |
$69.2K - $80.4K
|
26.8K
$1.33M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.93K+ 8.09% |
$68.9K - $80K
|
25.8K
$1.28M
|
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.93K+ 4.4% |
$68.8K - $79.9K
|
45.7K
$2.28M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.91K+ 19.49% |
$68K - $79K
|
11.7K
$582K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.91K+ 19.49% |
$68K - $79K
|
11.7K
$582K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.88K+ 8.56% |
$67.2K - $78K
|
23.9K
$1.19M
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
1.88K+ 6.59% |
$67.2K - $78K
|
30.5K
$1.52M
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
1.86K+ 29.7% |
$66.1K - $76.8K
|
8.1K
$403K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.85K+ 0.68% |
$66K - $76.6K
|
273K
$13.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
1.84K+ 21.35% |
$65.6K - $76.2K
|
10.5K
$521K
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
1.83K+ 5.59% |
$65.4K - $76K
|
34.6K
$1.73M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.83K+ 5.7% |
$65.3K - $75.8K
|
33.9K
$1.69M
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
1.82K+ 2.39% |
$64.9K - $75.4K
|
77.9K
$3.88M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.8K+ 17.73% |
$64.3K - $74.7K
|
12K
$596K
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
1.78K+ 0.91% |
$63.5K - $73.7K
|
197K
$9.8M
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.76K+ 135.02% |
$62.7K - $72.8K
|
3.06K
$152K
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1.75K+ 19.52% |
$62.4K - $72.5K
|
10.7K
$534K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.75K+ 38.41% |
$62.4K - $72.5K
|
6.31K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.75K+ 9.63% |
$62.2K - $72.3K
|
19.9K
$989K
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
1.73K+ 5.96% |
$61.7K - $71.7K
|
30.8K
$1.53M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.7K+ 26.65% |
$60.6K - $70.4K
|
8.08K
$402K
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.68K+ 4.4% |
$60.1K - $69.8K
|
40K
$1.99M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.66KNew |
$59.3K - $68.9K
|
1.66K
$82.8K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.62KNew |
$57.7K - $67.1K
|
1.62K
$80.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.58K+ 2.36% |
$56.3K - $65.4K
|
68.4K
$3.4M
|