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 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
50New |
$1.78K - $2.07K
|
50
$2.49K
|
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
50+ 0.6% |
$1.78K - $2.07K
|
8.38K
$417K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
49+ 0.33% |
$1.75K - $2.03K
|
14.7K
$731K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
49+ 0.42% |
$1.75K - $2.03K
|
11.8K
$589K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
44+ 1.86% |
$1.57K - $1.82K
|
2.41K
$120K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
41+ 0.31% |
$1.46K - $1.7K
|
13.3K
$664K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.36K - $1.57K
|
38
$1.89K
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
36+ 0.34% |
$1.28K - $1.49K
|
10.5K
$523K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
36+ 0.3% |
$1.28K - $1.49K
|
12.2K
$609K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
34+ 0.39% |
$1.21K - $1.41K
|
8.71K
$434K
|
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
32+ 0.35% |
$1.14K - $1.33K
|
9.17K
$456K
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
31+ 0.1% |
$1.11K - $1.28K
|
31.6K
$1.58M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
31+ 0.07% |
$1.11K - $1.28K
|
42.7K
$2.13M
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
30+ 0.17% |
$1.07K - $1.24K
|
17.6K
$878K
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
27+ 0.37% |
$963 - $1.12K
|
7.29K
$363K
|
|
|
May 13, 2022
Q1 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
27New |
$963 - $1.12K
|
27
$1.34K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
25+ 0.39% |
$891 - $1.04K
|
6.48K
$323K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
21+ 0.12% |
$749 - $870
|
18K
$895K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
16+ 0.22% |
$571 - $663
|
7.14K
$355K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
16New |
$571 - $663
|
16
$797
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15+ 0.05% |
$535 - $621
|
30.7K
$1.53M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
15+ 0.22% |
$535 - $621
|
6.88K
$343K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
13+ 0.22% |
$464 - $538
|
6.05K
$301K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
12+ 0.03% |
$428 - $497
|
35.5K
$1.77M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
12+ 0.22% |
$428 - $497
|
5.55K
$276K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.32% |
$428 - $497
|
3.79K
$189K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11+ 0.07% |
$392 - $456
|
16.5K
$824K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
10+ 0.11% |
$357 - $414
|
9.41K
$469K
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
10+ 0.17% |
$357 - $414
|
5.84K
$291K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
10+ 0.07% |
$357 - $414
|
15.2K
$759K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
10+ 0.09% |
$357 - $414
|
11.6K
$578K
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
9+ 0.09% |
$321 - $373
|
10K
$498K
|
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
BUY
|
- |
8+ 0.11% |
$285 - $331
|
7.16K
$356K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.4% |
$285 - $331
|
2K
$99.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
6+ 0.09% |
$214 - $249
|
6.75K
$336K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6+ 0.26% |
$214 - $249
|
2.3K
$114K
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5+ 0.08% |
$178 - $207
|
6.05K
$301K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.38% |
$178 - $207
|
1.31K
$65.2K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.45% |
$178 - $207
|
1.13K
$56.1K
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5+ 0.07% |
$178 - $207
|
7.32K
$364K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$143 - $166
|
5.45K
$271K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
4+ 0.02% |
$143 - $166
|
20.1K
$1M
|
|
|
Apr 20, 2022
Q1 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
3+ 0.04% |
$107 - $124
|
6.78K
$338K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
3+ 0.01% |
$107 - $124
|
38.6K
$1.92M
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$107 - $124
|
6.71K
$334K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2+ 0.26% |
$71.3 - $82.8
|
779
$38.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.04% |
$71.3 - $82.8
|
5.71K
$284K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$71.3 - $82.8
|
551
$27.4K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 0.4% |
$71.3 - $82.8
|
502
$25K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$35.7 - $41.4
|
6.14K
$306K
|