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 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500+ 116.28% |
$17.8K - $20.7K
|
930
$46.3K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
496+ 6.15% |
$17.7K - $20.5K
|
8.56K
$426K
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
493+ 5.52% |
$17.6K - $20.4K
|
9.42K
$469K
|
|
Aug 05, 2022
Q1 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
489+ 1.28% |
$17.4K - $20.3K
|
38.6K
$1.92M
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
481+ 5.29% |
$17.2K - $19.9K
|
9.58K
$477K
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
466+ 46.6% |
$16.6K - $19.3K
|
1.47K
$73K
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
463New |
$16.5K - $19.2K
|
463
$23.1K
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
458+ 65.9% |
$16.3K - $19K
|
1.15K
$57.4K
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
451New |
$16.1K - $18.7K
|
451
$22.5K
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
450+ 7.81% |
$16K - $18.6K
|
6.21K
$309K
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
439+ 1.34% |
$15.7K - $18.2K
|
33.2K
$1.65M
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
433+ 2.67% |
$15.4K - $17.9K
|
16.6K
$829K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
431+ 4.51% |
$15.4K - $17.9K
|
9.99K
$498K
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
430+ 19.81% |
$15.3K - $17.8K
|
2.6K
$130K
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
425+ 0.44% |
$15.2K - $17.6K
|
96.1K
$4.79M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
416+ 1.7% |
$14.8K - $17.2K
|
24.9K
$1.24M
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
410+ 5.53% |
$14.6K - $17K
|
7.82K
$389K
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
408+ 2.72% |
$14.5K - $16.9K
|
15.4K
$768K
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
403+ 6.49% |
$14.4K - $16.7K
|
6.61K
$329K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
400+ 37.38% |
$14.3K - $16.6K
|
1.47K
$73.2K
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
400+ 1.02% |
$14.3K - $16.6K
|
39.7K
$1.98M
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
388+ 5.84% |
$13.8K - $16.1K
|
7.03K
$350K
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
379+ 1.25% |
$13.5K - $15.7K
|
30.7K
$1.53M
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
370+ 0.06% |
$13.2K - $15.3K
|
627K
$31.2M
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
367+ 0.51% |
$13.1K - $15.2K
|
71.7K
$3.57M
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
BUY
|
- |
357+ 1.3% |
$12.7K - $14.8K
|
27.9K
$1.39M
|
|
Apr 20, 2022
Q1 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
343+ 0.72% |
$12.2K - $14.2K
|
48.1K
$2.4M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
338+ 11.86% |
$12.1K - $14K
|
3.19K
$159K
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
330+ 1.57% |
$11.8K - $13.7K
|
21.4K
$1.06M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
329+ 6.29% |
$11.7K - $13.6K
|
5.56K
$277K
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
323+ 0.61% |
$11.5K - $13.4K
|
53.3K
$2.65M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
306+ 4.79% |
$10.9K - $12.7K
|
6.69K
$333K
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
302+ 2.04% |
$10.8K - $12.5K
|
15.1K
$752K
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
300+ 1.89% |
$10.7K - $12.4K
|
16.2K
$806K
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
299+ 0.78% |
$10.7K - $12.4K
|
38.8K
$1.93M
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
298+ 5.71% |
$10.6K - $12.3K
|
5.51K
$275K
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
290+ 0.18% |
$10.3K - $12K
|
165K
$8.2M
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
BUY
|
- |
284+ 2.01% |
$10.1K - $11.8K
|
14.4K
$718K
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
280New |
$9.98K - $11.6K
|
280
$13.9K
|
|
May 16, 2022
Q1 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
280+ 3.61% |
$9.98K - $11.6K
|
8.05K
$401K
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
278+ 3.25% |
$9.91K - $11.5K
|
8.82K
$439K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
276+ 88.46% |
$9.84K - $11.4K
|
588
$29.3K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
273+ 0.68% |
$9.74K - $11.3K
|
40.2K
$2M
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
272+ 16.35% |
$9.7K - $11.3K
|
1.94K
$96.4K
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
271+ 4.2% |
$9.66K - $11.2K
|
6.72K
$335K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
262New |
$9.34K - $10.9K
|
262
$13K
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
250+ 0.84% |
$8.92K - $10.4K
|
29.9K
$1.49M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
250+ 6.73% |
$8.92K - $10.4K
|
3.97K
$198K
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
245New |
$8.74K - $10.1K
|
245
$12.2K
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
245+ 11.67% |
$8.74K - $10.1K
|
2.35K
$117K
|