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 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 2.66% |
$3.57K - $4.14K
|
3.67K
$183K
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-100- 0.97% |
$3.57K - $4.14K
|
10.2K
$508K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-100- 5.06% |
$3.57K - $4.14K
|
1.88K
$93.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 16.18% |
$3.57K - $4.14K
|
518
$25.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-100- 0.68% |
$3.57K - $4.14K
|
14.6K
$728K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 1.28% |
$3.57K - $4.14K
|
7.72K
$384K
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
SELL
|
- |
-100- 2.44% |
$3.57K - $4.14K
|
4.01K
$199K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-100- 3.69% |
$3.57K - $4.14K
|
2.61K
$130K
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-101- 1.87% |
$3.6K - $4.18K
|
5.31K
$264K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-106- 20.95% |
$3.78K - $4.39K
|
400
$19.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-107- 0.63% |
$3.82K - $4.43K
|
17K
$847K
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-119- 0.3% |
$4.24K - $4.93K
|
39.8K
$1.98M
|
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-120- 0.23% |
$4.28K - $4.97K
|
52.2K
$2.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-120- 1.55% |
$4.28K - $4.97K
|
7.62K
$380K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-125Closed |
$4.46K - $5.18K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-125- 1.13% |
$4.46K - $5.18K
|
10.9K
$544K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-126- 1.54% |
$4.49K - $5.22K
|
8.05K
$401K
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-128- 2.34% |
$4.56K - $5.3K
|
5.35K
$266K
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-130- 0.88% |
$4.64K - $5.38K
|
14.7K
$732K
|
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-140- 0.49% |
$4.99K - $5.8K
|
28.3K
$1.41M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-144- 1.62% |
$5.14K - $5.96K
|
8.72K
$434K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-151Closed |
$5.38K - $6.25K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-153- 1.8% |
$5.46K - $6.34K
|
8.36K
$416K
|
|
|
May 10, 2022
Q1 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-155- 2.76% |
$5.53K - $6.42K
|
5.46K
$272K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-156- 0.57% |
$5.56K - $6.46K
|
27.2K
$1.35M
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-160- 0.55% |
$5.71K - $6.63K
|
28.8K
$1.43M
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-164- 0.75% |
$5.85K - $6.79K
|
21.6K
$1.08M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-166- 0.05% |
$5.92K - $6.88K
|
330K
$16.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-167- 0.53% |
$5.96K - $6.92K
|
31.2K
$1.55M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-170- 0.89% |
$6.06K - $7.04K
|
18.8K
$938K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-170- 2.24% |
$6.06K - $7.04K
|
7.41K
$369K
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
SELL
|
- |
-175- 0.25% |
$6.24K - $7.25K
|
69.4K
$3.46M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-186- 18.6% |
$6.63K - $7.7K
|
814
$40.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-188- 0.78% |
$6.7K - $7.79K
|
23.8K
$1.19M
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
SELL
|
- |
-188- 16.04% |
$6.7K - $7.79K
|
984
$49K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-199- 10.03% |
$7.1K - $8.24K
|
1.79K
$88.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-200Closed |
$7.13K - $8.28K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-200Closed |
$7.13K - $8.28K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200Closed |
$7.13K - $8.28K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-205- 0.44% |
$7.31K - $8.49K
|
46.3K
$2.31M
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-213- 1.69% |
$7.6K - $8.82K
|
12.4K
$618K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-215- 1.81% |
$7.67K - $8.91K
|
11.7K
$582K
|
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-220- 0.63% |
$7.85K - $9.11K
|
34.5K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-225- 2.81% |
$8.02K - $9.32K
|
7.78K
$387K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-237- 2.53% |
$8.45K - $9.82K
|
9.13K
$454K
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
SELL
|
- |
-240- 1.58% |
$8.56K - $9.94K
|
15K
$745K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-241- 16.17% |
$8.59K - $9.98K
|
1.25K
$62.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-241- 44.55% |
$8.59K - $9.98K
|
300
$14.9K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-242Closed |
$8.63K - $10K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-242- 2.3% |
$8.63K - $10K
|
10.3K
$512K
|