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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.53K+ 2.05% |
$54.6K - $63.4K
|
76.3K
$3.8M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1.53K+ 1.0% |
$54.4K - $63.2K
|
154K
$7.66M
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.42K+ 7.61% |
$50.5K - $58.6K
|
20K
$996K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 7.94% |
$49.6K - $57.6K
|
18.9K
$942K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.39K+ 1.65% |
$49.5K - $57.5K
|
85.7K
$4.27M
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.38K+ 50.94% |
$49.3K - $57.2K
|
4.1K
$204K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.37K+ 273.8% |
$48.8K - $56.7K
|
1.87K
$93.1K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.36KNew |
$48.6K - $56.4K
|
1.36K
$67.8K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.34K+ 1.95% |
$47.9K - $55.6K
|
70.1K
$3.49M
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.29K+ 17.17% |
$45.9K - $53.3K
|
8.78K
$437K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 7.95% |
$45.8K - $53.2K
|
17.5K
$869K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.27K+ 1.49% |
$45.4K - $52.7K
|
86.4K
$4.3M
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
BUY
|
- |
1.27K+ 2.97% |
$45.1K - $52.4K
|
43.8K
$2.18M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.26K+ 15.97% |
$45K - $52.3K
|
9.16K
$456K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.25K+ 18.53% |
$44.6K - $51.9K
|
8.01K
$399K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.22K+ 10.08% |
$43.6K - $50.7K
|
13.4K
$665K
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.22K+ 16.45% |
$43.6K - $50.7K
|
8.66K
$431K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.2KNew |
$42.8K - $49.7K
|
1.2K
$59.8K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.2K+ 200.0% |
$42.8K - $49.7K
|
1.8K
$89.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
1.19K+ 1.57% |
$42.3K - $49.1K
|
76.8K
$3.82M
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.18KNew |
$42.1K - $48.9K
|
1.18K
$58.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.18K+ 12.01% |
$41.9K - $48.7K
|
11K
$546K
|
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.18K+ 7.13% |
$41.9K - $48.7K
|
17.7K
$880K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.17K+ 1.6% |
$41.7K - $48.5K
|
74.4K
$3.71M
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.17K+ 9.21% |
$41.6K - $48.3K
|
13.8K
$689K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.15K+ 9.17% |
$40.8K - $47.4K
|
13.6K
$679K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.14K+ 2.41% |
$40.7K - $47.3K
|
48.4K
$2.41M
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
1.14K+ 1.39% |
$40.7K - $47.3K
|
83.4K
$4.16M
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.11K+ 10.14% |
$39.5K - $45.9K
|
12K
$599K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.07K+ 3.62% |
$38K - $44.1K
|
30.5K
$1.52M
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 3.99% |
$37.6K - $43.7K
|
27.4K
$1.37M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.05K+ 12.9% |
$37.5K - $43.6K
|
9.21K
$458K
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.05K+ 19.65% |
$37.5K - $43.5K
|
6.4K
$319K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.05K+ 20.0% |
$37.4K - $43.5K
|
6.3K
$314K
|
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 7.4% |
$37.1K - $43.1K
|
15.1K
$752K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.03K+ 4.89% |
$36.7K - $42.6K
|
22.1K
$1.1M
|
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.01K+ 6.4% |
$36.1K - $42K
|
16.8K
$839K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.01K+ 3.78% |
$36K - $41.8K
|
27.7K
$1.38M
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1K+ 2.98% |
$35.7K - $41.5K
|
34.6K
$1.72M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
1K+ 40.0% |
$35.7K - $41.4K
|
3.5K
$174K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
981+ 6.12% |
$35K - $40.6K
|
17K
$847K
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
979+ 6.44% |
$34.9K - $40.6K
|
16.2K
$806K
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
950+ 2.25% |
$33.9K - $39.3K
|
43.3K
$2.15M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
949+ 10.48% |
$33.8K - $39.3K
|
10K
$498K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
938+ 9.93% |
$33.4K - $38.9K
|
10.4K
$517K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
933+ 0.56% |
$33.3K - $38.6K
|
168K
$8.36M
|
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
927+ 1.56% |
$33.1K - $38.4K
|
60.3K
$3M
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
902+ 18.99% |
$32.2K - $37.4K
|
5.65K
$281K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
901+ 6.51% |
$32.1K - $37.3K
|
14.7K
$734K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
900+ 15.13% |
$32.1K - $37.3K
|
6.85K
$341K
|