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 06, 2022
Q1 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.77K- 0.73% |
$63K - $73.2K
|
240K
$12M
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.79K- 8.13% |
$64K - $74.3K
|
20.3K
$1.01M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.84K- 0.67% |
$65.7K - $76.3K
|
275K
$13.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.85K- 5.26% |
$66K - $76.6K
|
33.3K
$1.66M
|
|
|
Apr 27, 2022
Q1 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.86K- 9.75% |
$66.3K - $77K
|
17.2K
$857K
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.87K- 2.68% |
$66.7K - $77.5K
|
68K
$3.39M
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.87K- 5.13% |
$66.8K - $77.6K
|
34.6K
$1.72M
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
SELL
|
- |
-1.94K- 0.32% |
$69K - $80.1K
|
612K
$30.5M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.97K- 15.91% |
$70.2K - $81.6K
|
10.4K
$518K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.99K- 2.97% |
$70.9K - $82.4K
|
64.9K
$3.23M
|
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.99K- 11.42% |
$71.1K - $82.6K
|
15.5K
$770K
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-2.01K- 2.03% |
$71.6K - $83.2K
|
97K
$4.83M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.03K- 8.19% |
$72.4K - $84K
|
22.8K
$1.13M
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-2.05K- 1.65% |
$73.2K - $85.1K
|
122K
$6.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 12.6% |
$74K - $86K
|
14.4K
$717K
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-2.08K- 9.15% |
$74.2K - $86.2K
|
20.7K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.08K- 12.09% |
$74.3K - $86.3K
|
15.2K
$755K
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-2.14K- 3.02% |
$76.2K - $88.6K
|
68.6K
$3.41M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 42.15% |
$77K - $89.5K
|
2.97K
$148K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.19K- 64.19% |
$77.9K - $90.5K
|
1.22K
$60.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.21KClosed |
$78.7K - $91.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-2.21KClosed |
$78.8K - $91.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.3K- 17.44% |
$82.1K - $95.3K
|
10.9K
$542K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.31K- 10.28% |
$82.2K - $95.5K
|
20.1K
$1M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.33K- 12.8% |
$83K - $96.4K
|
15.8K
$789K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.42K- 3.05% |
$86.4K - $100K
|
77K
$3.84M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-2.56K- 6.63% |
$91.2K - $106K
|
36K
$1.79M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.6K- 0.57% |
$92.8K - $108K
|
451K
$22.5M
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.61K- 16.94% |
$93K - $108K
|
12.8K
$637K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-2.62K- 14.7% |
$93.4K - $108K
|
15.2K
$757K
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-2.66K- 3.67% |
$94.9K - $110K
|
69.7K
$3.47M
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2.67K- 21.67% |
$95K - $110K
|
9.64K
$480K
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.68K- 5.15% |
$95.4K - $111K
|
49.2K
$2.45M
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.68K- 4.57% |
$95.6K - $111K
|
55.9K
$2.79M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.69KClosed |
$96.1K - $112K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.74K- 14.03% |
$97.6K - $113K
|
16.8K
$835K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.75K- 4.16% |
$98K - $114K
|
63.4K
$3.16M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.78KClosed |
$99.2K - $115K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.79K- 3.49% |
$99.5K - $116K
|
77.3K
$3.85M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-2.8K- 13.8% |
$100K - $116K
|
17.5K
$872K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 7.54% |
$102K - $119K
|
35.1K
$1.75M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.87K- 16.83% |
$102K - $119K
|
14.2K
$707K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.91K- 11.06% |
$104K - $121K
|
23.4K
$1.17M
|
|
|
Apr 26, 2022
Q1 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.99K- 1.35% |
$107K - $124K
|
219K
$10.9M
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3K- 3.63% |
$107K - $124K
|
79.7K
$3.97M
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-3.02K- 1.59% |
$108K - $125K
|
187K
$9.33M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.05KClosed |
$109K - $126K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.05K- 1.14% |
$109K - $126K
|
265K
$13.2M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.05K- 1.81% |
$109K - $126K
|
166K
$8.26M
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.07K- 12.33% |
$109K - $127K
|
21.8K
$1.09M
|