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 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
313KNew |
$11.2M - $13M
|
313K
$15.6M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
301K+ 431.08% |
$10.7M - $12.5M
|
371K
$18.5M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
298K+ 1285.85% |
$10.6M - $12.3M
|
321K
$16M
|
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
283K+ 471.67% |
$10.1M - $11.7M
|
343K
$17.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
267K+ 347.3% |
$9.51M - $11.1M
|
344K
$17.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
252KNew |
$8.97M - $10.4M
|
252K
$12.5M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
247K+ 333.44% |
$8.8M - $10.2M
|
321K
$16M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
247K+ 333.44% |
$8.8M - $10.2M
|
321K
$16M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
244K+ 18.55% |
$8.71M - $10.1M
|
1.56M
$77.7M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
240K+ 2580.2% |
$8.56M - $9.94M
|
249K
$12.4M
|
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
239KNew |
$8.51M - $9.89M
|
239K
$11.9M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
221K+ 12.59% |
$7.89M - $9.16M
|
1.98M
$98.5M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
218K+ 4971.58% |
$7.78M - $9.03M
|
222K
$11.1M
|
|
|
May 16, 2022
Q1 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
213K+ 195.54% |
$7.59M - $8.81M
|
322K
$16M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
211KNew |
$7.53M - $8.75M
|
211K
$10.5M
|
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
200K+ 44.3% |
$7.12M - $8.27M
|
650K
$32.4M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
186K+ 2099.37% |
$6.63M - $7.7M
|
195K
$9.7M
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
182K+ 98.41% |
$6.5M - $7.55M
|
367K
$18.3M
|
|
|
May 16, 2022
Q1 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
180KNew |
$6.42M - $7.46M
|
180K
$8.96M
|
|
|
May 12, 2022
Q1 2022
|
Amica Mutual Insurance CO
|
BUY
|
- |
173KNew |
$6.18M - $7.17M
|
173K
$8.62M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
164K+ 45.92% |
$5.86M - $6.8M
|
522K
$26M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
162K+ 338.07% |
$5.78M - $6.71M
|
210K
$10.5M
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
161KNew |
$5.74M - $6.67M
|
161K
$8.02M
|
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
161KNew |
$5.73M - $6.66M
|
161K
$8M
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
160K+ 182190.91% |
$5.72M - $6.64M
|
160K
$7.99M
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
158KNew |
$5.63M - $6.54M
|
158K
$7.86M
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
BUY
|
- |
155K+ 1.97% |
$5.53M - $6.42M
|
8.02M
$399M
|
|
|
May 16, 2022
Q1 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
153K+ 322.35% |
$5.47M - $6.35M
|
201K
$10M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
152K+ 765.68% |
$5.42M - $6.3M
|
172K
$8.56M
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
152KNew |
$5.41M - $6.28M
|
152K
$7.56M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
149K+ 65.5% |
$5.32M - $6.18M
|
377K
$18.8M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
147K+ 22.48% |
$5.25M - $6.1M
|
803K
$40M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
147KNew |
$5.23M - $6.08M
|
147K
$7.31M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
145KNew |
$5.17M - $6M
|
145K
$7.22M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
138K+ 11.75% |
$4.9M - $5.7M
|
1.31M
$65.1M
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
137K+ 167.13% |
$4.88M - $5.66M
|
219K
$10.9M
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
131K+ 1260.68% |
$4.67M - $5.42M
|
141K
$7.03M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
129K+ 97.15% |
$4.62M - $5.36M
|
263K
$13.1M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
129K+ 89.92% |
$4.59M - $5.34M
|
272K
$13.5M
|
|
|
May 16, 2022
Q1 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
126KNew |
$4.48M - $5.2M
|
126K
$6.25M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
125K+ 140.07% |
$4.47M - $5.19M
|
215K
$10.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
123K+ 106.26% |
$4.39M - $5.09M
|
239K
$11.9M
|
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
122K+ 63.37% |
$4.37M - $5.07M
|
316K
$15.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
121KNew |
$4.31M - $5.01M
|
121K
$6.02M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
116K+ 914.02% |
$4.13M - $4.8M
|
129K
$6.4M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
115K+ 47.63% |
$4.08M - $4.74M
|
355K
$17.7M
|
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
113K+ 1483.25% |
$4.04M - $4.69M
|
121K
$6.02M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
111KNew |
$3.96M - $4.6M
|
111K
$5.53M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
111K+ 9.25% |
$3.96M - $4.59M
|
1.31M
$65.2M
|
|
|
May 10, 2022
Q1 2022
|
Tiff Advisory Services Inc
|
BUY
|
- |
110K+ 3.86% |
$3.93M - $4.56M
|
2.96M
$148M
|