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 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-874- 8.2% |
$31.2K - $36.2K
|
9.78K
$487K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-888- 31.29% |
$31.7K - $36.8K
|
1.95K
$97.1K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-897- 15.5% |
$32K - $37.2K
|
4.89K
$244K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-904- 11.56% |
$32.2K - $37.4K
|
6.92K
$344K
|
|
|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-915- 1.78% |
$32.6K - $37.9K
|
50.4K
$2.51M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-924- 1.65% |
$32.9K - $38.3K
|
55.2K
$2.75M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-936- 0.76% |
$33.4K - $38.8K
|
122K
$6.06M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-955- 11.0% |
$34.1K - $39.6K
|
7.72K
$385K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-961- 16.54% |
$34.3K - $39.8K
|
4.85K
$241K
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-987- 5.44% |
$35.2K - $40.9K
|
17.1K
$854K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-991- 1.95% |
$35.3K - $41K
|
49.9K
$2.48M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-992- 95.75% |
$35.4K - $41.1K
|
44
$2.19K
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 2.02% |
$35.7K - $41.4K
|
48.4K
$2.41M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1KClosed |
$35.7K - $41.4K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1KClosed |
$35.7K - $41.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1K- 13.44% |
$35.7K - $41.4K
|
6.44K
$321K
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.01K- 10.17% |
$35.8K - $41.6K
|
8.88K
$442K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.03K- 2.3% |
$36.7K - $42.6K
|
43.7K
$2.18M
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.06KClosed |
$37.9K - $44.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.07K- 15.84% |
$38.2K - $44.3K
|
5.68K
$283K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.08K- 8.59% |
$38.3K - $44.5K
|
11.4K
$570K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.1K- 1.68% |
$39.2K - $45.5K
|
64.3K
$3.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.11K- 4.42% |
$39.7K - $46.1K
|
24.1K
$1.2M
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 4.83% |
$40.9K - $47.5K
|
22.6K
$1.13M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.18K- 7.44% |
$41.9K - $48.7K
|
14.6K
$728K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-1.18K- 49.02% |
$42K - $48.8K
|
1.23K
$61.1K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-1.2K- 23.12% |
$42.9K - $49.8K
|
4K
$199K
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-1.23K- 15.79% |
$43.8K - $50.9K
|
6.55K
$326K
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.23K- 5.04% |
$44K - $51.1K
|
23.2K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.24K- 3.11% |
$44.3K - $51.4K
|
38.7K
$1.93M
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.26K- 6.47% |
$44.8K - $52K
|
18.1K
$904K
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.26K- 0.66% |
$45K - $52.3K
|
190K
$9.47M
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-1.3K- 2.23% |
$46.2K - $53.6K
|
56.7K
$2.82M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.3K- 5.09% |
$46.5K - $54K
|
24.3K
$1.21M
|
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-1.3K- 1.03% |
$46.5K - $54K
|
125K
$6.23M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.31K- 16.81% |
$46.7K - $54.2K
|
6.48K
$323K
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.32K- 7.41% |
$47.1K - $54.8K
|
16.5K
$822K
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.35K- 9.39% |
$48.1K - $55.8K
|
13K
$648K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-1.4K- 1.57% |
$49.9K - $57.9K
|
87.8K
$4.37M
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.45K- 5.76% |
$51.6K - $60K
|
23.7K
$1.18M
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.47K- 10.5% |
$52.4K - $60.9K
|
12.5K
$624K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.48K- 15.99% |
$52.7K - $61.2K
|
7.77K
$387K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.5K- 1.34% |
$53.4K - $62K
|
110K
$5.49M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.5K- 10.72% |
$53.5K - $62.1K
|
12.5K
$622K
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.55K- 4.03% |
$55.2K - $64.2K
|
36.9K
$1.84M
|
|
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.57K- 6.63% |
$55.8K - $64.8K
|
22K
$1.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-1.58K- 11.35% |
$56.3K - $65.4K
|
12.3K
$615K
|
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.59K- 4.99% |
$56.8K - $66K
|
30.3K
$1.51M
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.69K- 12.96% |
$60.1K - $69.8K
|
11.3K
$564K
|
|
|
Apr 21, 2022
Q1 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.73K- 1.91% |
$61.8K - $71.7K
|
88.8K
$4.42M
|