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 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
1+ 0.0% |
$35.7 - $41.4
|
50.8K
$2.53M
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.26% |
$35.7 - $41.4
|
382
$19K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.04% |
$35.7 - $41.4
|
2.6K
$129K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.09% |
$35.7 - $41.4
|
1.11K
$55.5K
|
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$35.7 - $41.4
|
1
$49.8
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.93% |
$35.7 - $41.4
|
109
$5.43K
|
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 0.66% |
$35.7 - $41.4
|
152
$7.57K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$35.7 - $41.4
|
14.8K
$738K
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.02% |
$35.7 - $41.4
|
6.54K
$326K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1- -0.0% |
$35.7 - $41.4
|
24.3K
$1.21M
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1- 0.01% |
$35.7 - $41.4
|
15.8K
$786K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5- 15.63% |
$178 - $207
|
27
$1.34K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8- 0.01% |
$285 - $331
|
129K
$6.4M
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-11- 0.11% |
$392 - $456
|
9.88K
$492K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-15- 0.46% |
$535 - $621
|
3.26K
$162K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-19- 0.53% |
$678 - $787
|
3.56K
$177K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-20- 0.08% |
$713 - $828
|
25.3K
$1.26M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-30- 15.0% |
$1.07K - $1.24K
|
170
$8.47K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-35Closed |
$1.25K - $1.45K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-35- 0.01% |
$1.25K - $1.45K
|
300K
$14.9M
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37- 0.09% |
$1.32K - $1.53K
|
42.2K
$2.1M
|
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-39- 0.33% |
$1.39K - $1.62K
|
11.7K
$584K
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-40- 0.41% |
$1.43K - $1.66K
|
9.75K
$486K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-44- 22.68% |
$1.57K - $1.82K
|
150
$7.47K
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-45- 0.32% |
$1.6K - $1.86K
|
14.1K
$702K
|
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-48- 0.72% |
$1.71K - $1.99K
|
6.61K
$329K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-49- 23.44% |
$1.75K - $2.03K
|
160
$7.97K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-50- 4.34% |
$1.78K - $2.07K
|
1.1K
$54.8K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-52- 0.08% |
$1.85K - $2.15K
|
65.5K
$3.26M
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
SELL
|
- |
-52- 0.09% |
$1.85K - $2.15K
|
60K
$2.99M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-52- 2.45% |
$1.85K - $2.15K
|
2.07K
$103K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-53- 0.1% |
$1.89K - $2.2K
|
52.6K
$2.62M
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-63- 1.17% |
$2.25K - $2.61K
|
5.31K
$264K
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-71- 0.86% |
$2.53K - $2.94K
|
8.16K
$406K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-72- 0.56% |
$2.57K - $2.98K
|
12.7K
$634K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-72- 0.56% |
$2.57K - $2.98K
|
12.7K
$634K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-75- 0.09% |
$2.67K - $3.11K
|
79.3K
$3.95M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-77- 0.2% |
$2.75K - $3.19K
|
39.3K
$1.95M
|
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-79- 0.21% |
$2.82K - $3.27K
|
38.3K
$1.91M
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-80- 0.93% |
$2.85K - $3.31K
|
8.54K
$425K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-81- 0.31% |
$2.89K - $3.36K
|
25.7K
$1.28M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-81- 2.9% |
$2.89K - $3.36K
|
2.71K
$135K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-83Closed |
$2.96K - $3.44K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-94- 0.93% |
$3.35K - $3.89K
|
10.1K
$501K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-97- 1.94% |
$3.46K - $4.02K
|
4.9K
$244K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
SELL
|
- |
-98- 2.04% |
$3.49K - $4.06K
|
4.71K
$234K
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-98Closed |
$3.49K - $4.06K
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-99- 4.99% |
$3.53K - $4.1K
|
1.88K
$93.8K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 35.71% |
$3.57K - $4.14K
|
180
$8.96K
|