Purchases and Sales Made in Q1 2022 in Financial Sector Spdr (XLF)

XLF Quotes by TradingView

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 26, 2022 Q1 2022
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
245
+ 15.9%
$8.74K - $10.1K
1.79K $88.9K
Apr 22, 2022 Q1 2022
Main Street Financial Solutions, LLC

BUY
 -
244
+ 2.33%
$8.7K - $10.1K
10.7K $533K
Apr 18, 2022 Q1 2022
Hbw Advisory Services LLC

BUY
 -
240
+ 0.91%
$8.56K - $9.94K
26.5K $1.32M
May 05, 2022 Q1 2022
Larson Financial Group LLC

BUY
 -
222
+ 23.57%
$7.92K - $9.2K
1.16K $58K
May 12, 2022 Q1 2022
Citizens Financial Group Inc

BUY
 -
220
+ 2.13%
$7.85K - $9.11K
10.6K $526K
May 10, 2022 Q1 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
213
New
$7.6K - $8.82K
213 $10.6K
May 16, 2022 Q1 2022
Fairhaven Wealth Management, LLC

BUY
 -
206
+ 3.8%
$7.35K - $8.53K
5.63K $280K
May 02, 2022 Q1 2022
Courier Capital LLC

BUY
 -
205
+ 2.19%
$7.31K - $8.49K
9.57K $476K
May 16, 2022 Q1 2022
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
202
+ 0.18%
$7.2K - $8.37K
115K $5.71M
Jan 09, 2024 Q1 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
201
+ 13.94%
$7.17K - $8.33K
1.64K $81.8K
May 02, 2022 Q1 2022
Clarity Wealth Advisors, LLC

BUY
 -
192
+ 0.43%
$6.85K - $7.95K
45.3K $2.25M
May 04, 2022 Q1 2022
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
188
+ 1.54%
$6.7K - $7.79K
12.4K $616K
May 12, 2022 Q1 2022
Pinnacle Financial Group, LLC

BUY
 -
182
+ 2.7%
$6.49K - $7.54K
6.92K $344K
May 03, 2022 Q1 2022
Sierra Capital LLC

BUY
 -
169
+ 0.38%
$6.03K - $7K
44.3K $2.2M
May 16, 2022 Q1 2022
Baldwin Investment Management, LLC

BUY
 -
165
+ 1.72%
$5.88K - $6.83K
9.78K $487K
Apr 04, 2022 Q1 2022
M&R Capital Management Inc

BUY
 -
163
New
$5.81K - $6.75K
163 $8.12K
May 13, 2022 Q1 2022
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
158
+ 1.46%
$5.63K - $6.54K
10.9K $545K
Nov 14, 2022 Q1 2022
Brewin Dolphin Wealth Management LTD

Conskleagh, Dublin, L2
BUY
 -
158
+ 6.87%
$5.63K - $6.54K
2.46K $122K
May 11, 2022 Q1 2022
Front Barnett Associates LLC

Chicago, IL
BUY
 -
153
+ 2.19%
$5.46K - $6.34K
7.12K $355K
May 20, 2022 Q1 2022
Resources Management Corp

West Hartford, CT
BUY
 -
150
+ 1.98%
$5.35K - $6.21K
7.72K $385K
May 12, 2022 Q1 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
145
+ 1.21%
$5.17K - $6.01K
12.1K $604K
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
137
+ 0.61%
$4.89K - $5.67K
22.7K $1.13M
Apr 20, 2022 Q1 2022
Hms Capital Management, LLC

BUY
 -
135
+ 0.99%
$4.81K - $5.59K
13.8K $688K
May 10, 2022 Q1 2022
Ssi Investment Management LLC

Los Angeles, CA
BUY
 -
132
+ 0.16%
$4.71K - $5.47K
84.5K $4.21M
May 13, 2022 Q1 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
130
+ 5.83%
$4.64K - $5.38K
2.36K $117K
Mar 24, 2023 Q1 2022
Ratio Wealth Group

Denver, CO
BUY
 -
129
+ 0.87%
$4.6K - $5.34K
14.9K $743K
May 05, 2022 Q1 2022
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
127
+ 96.95%
$4.53K - $5.26K
258 $12.8K
May 09, 2022 Q1 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
119
New
$4.24K - $4.93K
119 $5.93K
Apr 26, 2022 Q1 2022
First National Corp

BUY
 -
118
+ 0.57%
$4.21K - $4.89K
20.9K $1.04M
Apr 25, 2022 Q1 2022
Burleson & Company, LLC

BUY
 -
105
New
$3.74K - $4.35K
105 $5.23K
May 10, 2022 Q1 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
101
+ 0.79%
$3.6K - $4.18K
12.9K $640K
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

BUY
 -
100
New
$3.57K - $4.14K
100 $4.98K
May 13, 2022 Q1 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
100
New
$3.57K - $4.14K
100 $4.98K
Jun 01, 2022 Q1 2022
City State Bank

Norwalk, IA
BUY
 -
100
+ 50.0%
$3.57K - $4.14K
300 $14.9K
Apr 28, 2022 Q1 2022
Patten Group, Inc.

BUY
 -
97
+ 1.7%
$3.46K - $4.02K
5.79K $289K
May 11, 2022 Q1 2022
Marco Investment Management LLC

BUY
 -
96
+ 0.31%
$3.42K - $3.98K
30.6K $1.52M
May 03, 2022 Q1 2022
Fusion Capital, LLC

BUY
 -
95
+ 0.91%
$3.39K - $3.93K
10.6K $527K
May 03, 2022 Q1 2022
First National Trust CO

BUY
 -
93
+ 0.28%
$3.32K - $3.85K
33.1K $1.65M
Apr 28, 2022 Q1 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
93
+ 0.29%
$3.32K - $3.85K
32.4K $1.61M
May 10, 2022 Q1 2022
Wambolt & Associates, LLC

BUY
 -
91
+ 1.27%
$3.25K - $3.77K
7.27K $362K
May 16, 2022 Q1 2022
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
86
+ 0.71%
$3.07K - $3.56K
12.2K $605K
Apr 06, 2022 Q1 2022
First Hawaiian Bank

BUY
 -
82
+ 0.22%
$2.92K - $3.4K
37.8K $1.88M
Apr 29, 2022 Q1 2022
Private Wealth Strategies, L.L.C.

BUY
 -
73
+ 0.35%
$2.6K - $3.02K
20.8K $1.03M
Apr 14, 2022 Q1 2022
Hudson Value Partners, LLC

BUY
 -
70
+ 0.46%
$2.5K - $2.9K
15.5K $770K
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
62
+ 1.24%
$2.21K - $2.57K
5.08K $253K
May 11, 2022 Q1 2022
River Glades Family Offices LLC

Naples, FL
BUY
 -
60
+ 0.13%
$2.14K - $2.49K
44.7K $2.23M
Apr 07, 2022 Q1 2022
Soa Wealth Advisors, Llc.

BUY
 -
55
+ 0.29%
$1.96K - $2.28K
19.3K $960K
May 05, 2022 Q1 2022
Guidance Point Advisors, LLC

BUY
 -
52
+ 0.39%
$1.85K - $2.15K
13.4K $668K
May 13, 2022 Q1 2022
Covington Capital Management

BUY
 -
50
+ 0.61%
$1.78K - $2.07K
8.3K $413K

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