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 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-13.9KClosed |
$497K - $577K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14K- 21.37% |
$500K - $581K
|
51.6K
$2.57M
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-14.4KClosed |
$512K - $594K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-14.5KClosed |
$517K - $601K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-14.5KClosed |
$518K - $601K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-14.5KClosed |
$518K - $602K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-14.6K- 54.89% |
$520K - $604K
|
12K
$597K
|
|
Apr 28, 2022
Q1 2022
|
Granger Management LLC
|
SELL
|
- |
-14.7K- 23.23% |
$523K - $607K
|
48.4K
$2.41M
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-14.8KClosed |
$528K - $614K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
SELL
|
- |
-14.9K- 30.9% |
$530K - $616K
|
33.2K
$1.66M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14.9K- 8.56% |
$533K - $619K
|
160K
$7.95M
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-15.1KClosed |
$537K - $624K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-15.1K- 32.86% |
$538K - $625K
|
30.8K
$1.53M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-15.1K- 2.86% |
$539K - $625K
|
513K
$25.6M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-15.1K- 17.09% |
$540K - $627K
|
73.5K
$3.66M
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-15.2KClosed |
$541K - $629K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15.4K- 3.0% |
$550K - $639K
|
499K
$24.9M
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-15.5K- 50.23% |
$553K - $642K
|
15.4K
$765K
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-15.5K- 35.31% |
$554K - $643K
|
28.4K
$1.42M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.1K- 30.21% |
$573K - $666K
|
37.2K
$1.85M
|
|
May 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-16.1KClosed |
$574K - $667K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.2K- 0.86% |
$576K - $669K
|
1.87M
$93.2M
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-16.6K- 6.11% |
$590K - $686K
|
254K
$12.7M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.1K- 1.77% |
$608K - $706K
|
949K
$47.2M
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17.2KClosed |
$612K - $711K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-17.4K- 23.04% |
$619K - $719K
|
58K
$2.89M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-17.5K- 47.09% |
$622K - $723K
|
19.6K
$977K
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-17.5K- 5.06% |
$625K - $726K
|
329K
$16.4M
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-17.9K- 48.57% |
$640K - $743K
|
19K
$947K
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-18K- 9.16% |
$642K - $745K
|
178K
$8.89M
|
|
May 06, 2022
Q1 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-18KClosed |
$642K - $746K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-18.2K- 23.12% |
$649K - $754K
|
60.5K
$3.01M
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-18.3K- 41.42% |
$652K - $758K
|
25.9K
$1.29M
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18.7K- 3.89% |
$665K - $773K
|
461K
$23M
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-18.7K- 9.32% |
$666K - $774K
|
182K
$9.05M
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-18.7K- 19.34% |
$667K - $775K
|
78K
$3.89M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19K- 61.25% |
$677K - $787K
|
12K
$599K
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-19KClosed |
$678K - $787K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-19.4K- 44.14% |
$691K - $802K
|
24.5K
$1.22M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.5K- 68.97% |
$695K - $808K
|
8.77K
$437K
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-20KClosed |
$714K - $829K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-20.1K- 79.28% |
$718K - $834K
|
5.27K
$262K
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-20.2K- 24.3% |
$721K - $837K
|
62.9K
$3.13M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-20.9K- 10.83% |
$745K - $866K
|
172K
$8.57M
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-20.9KClosed |
$746K - $867K
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-20.9K- 73.22% |
$747K - $868K
|
7.66K
$382K
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-21.6K- 4.41% |
$771K - $895K
|
468K
$23.3M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.7K- 30.64% |
$808K - $938K
|
51.3K
$2.55M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.1K- 29.2% |
$824K - $957K
|
56K
$2.79M
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-23.2K- 8.16% |
$827K - $961K
|
261K
$13M
|