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 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-500Closed |
$17.8K - $20.7K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-500- 1.25% |
$17.8K - $20.7K
|
39.6K
$1.97M
|
|
|
May 13, 2022
Q1 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-500- 8.47% |
$17.8K - $20.7K
|
5.4K
$269K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-502- 4.55% |
$17.9K - $20.8K
|
10.5K
$525K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-505- 3.77% |
$18K - $20.9K
|
12.9K
$641K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-519- 22.5% |
$18.5K - $21.5K
|
1.79K
$89K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-521- 0.61% |
$18.6K - $21.6K
|
84.7K
$4.22M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-525- 1.54% |
$18.7K - $21.7K
|
33.7K
$1.68M
|
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-527- 18.05% |
$18.8K - $21.8K
|
2.39K
$119K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-533- 0.31% |
$19K - $22.1K
|
174K
$8.65M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-535- 7.28% |
$19.1K - $22.2K
|
6.82K
$339K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-540- 3.13% |
$19.3K - $22.4K
|
16.7K
$832K
|
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-542- 1.85% |
$19.3K - $22.4K
|
28.8K
$1.43M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-546- 3.01% |
$19.5K - $22.6K
|
17.6K
$878K
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-550- 2.76% |
$19.6K - $22.8K
|
19.4K
$966K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-550- 0.92% |
$19.6K - $22.8K
|
59.3K
$2.95M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-560- 6.11% |
$20K - $23.2K
|
8.61K
$429K
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-562- 5.01% |
$20K - $23.3K
|
10.6K
$530K
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-574- 1.47% |
$20.5K - $23.8K
|
38.6K
$1.92M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-581- 0.35% |
$20.7K - $24.1K
|
163K
$8.13M
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-584- 62.8% |
$20.8K - $24.2K
|
346
$17.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-585- 1.23% |
$20.9K - $24.2K
|
46.9K
$2.34M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-585- 7.51% |
$20.9K - $24.2K
|
7.2K
$359K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-596- 5.59% |
$21.3K - $24.7K
|
10.1K
$501K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-599- 3.57% |
$21.4K - $24.8K
|
16.2K
$806K
|
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-600- 8.11% |
$21.4K - $24.9K
|
6.79K
$338K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-600Closed |
$21.4K - $24.9K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-617- 5.54% |
$22K - $25.6K
|
10.5K
$524K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-632- 39.62% |
$22.5K - $26.2K
|
963
$48K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-648- 1.74% |
$23.1K - $26.8K
|
36.7K
$1.83M
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-656- 19.73% |
$23.4K - $27.2K
|
2.67K
$133K
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-662- 2.94% |
$23.6K - $27.4K
|
21.8K
$1.09M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-697- 5.13% |
$24.9K - $28.9K
|
12.9K
$643K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-706- 2.41% |
$25.2K - $29.2K
|
28.5K
$1.42M
|
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-744- 72.44% |
$26.5K - $30.8K
|
283
$14.1K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-746- 9.16% |
$26.6K - $30.9K
|
7.4K
$368K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-750- 17.38% |
$26.7K - $31.1K
|
3.57K
$178K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-751- 2.23% |
$26.8K - $31.1K
|
33K
$1.64M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-752- 4.16% |
$26.8K - $31.1K
|
17.3K
$863K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-753- 16.27% |
$26.9K - $31.2K
|
3.87K
$193K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-757- 42.84% |
$27K - $31.4K
|
1.01K
$50.3K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-760- 8.79% |
$27.1K - $31.5K
|
7.88K
$393K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-762- 2.39% |
$27.2K - $31.6K
|
31.1K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-772- 62.41% |
$27.5K - $32K
|
465
$23.2K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-797- 71.03% |
$28.4K - $33K
|
325
$16.2K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-800Closed |
$28.5K - $33.1K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-815- 7.35% |
$29.1K - $33.8K
|
10.3K
$512K
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-844- 1.11% |
$30.1K - $35K
|
75K
$3.74M
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-845- 12.14% |
$30.1K - $35K
|
6.12K
$305K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-850- 28.38% |
$30.3K - $35.2K
|
2.15K
$107K
|