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 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
107K+ 162.0% |
$3.8M - $4.42M
|
172K
$8.59M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
105K+ 47.21% |
$3.73M - $4.33M
|
326K
$16.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
103K+ 1.17% |
$3.68M - $4.27M
|
8.9M
$443M
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
103K+ 978.81% |
$3.66M - $4.25M
|
113K
$5.63M
|
|
|
Apr 19, 2022
Q1 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
99.6KNew |
$3.55M - $4.13M
|
99.6K
$4.96M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
99.2K+ 24.57% |
$3.54M - $4.11M
|
503K
$25M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
98.6KNew |
$3.52M - $4.09M
|
98.6K
$4.91M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
97.5K+ 112.73% |
$3.48M - $4.04M
|
184K
$9.17M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
93.6K+ 124.68% |
$3.34M - $3.88M
|
169K
$8.4M
|
|
|
May 10, 2022
Q1 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
91.3K+ 2.78% |
$3.26M - $3.78M
|
3.38M
$168M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
87KNew |
$3.1M - $3.6M
|
87K
$4.33M
|
|
|
Apr 21, 2022
Q1 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
84.6KNew |
$3.02M - $3.51M
|
84.6K
$4.21M
|
|
|
May 16, 2022
Q1 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
83.4K+ 178.6% |
$2.98M - $3.46M
|
130K
$6.48M
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
82.8KNew |
$2.95M - $3.43M
|
82.8K
$4.12M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81.8K+ 44.47% |
$2.92M - $3.39M
|
266K
$13.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
79.7K+ 62.96% |
$2.84M - $3.3M
|
206K
$10.3M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
79.7K+ 3.65% |
$2.84M - $3.3M
|
2.26M
$113M
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
79.6K+ 78.5% |
$2.84M - $3.3M
|
181K
$9.01M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
79.4K+ 23.75% |
$2.83M - $3.29M
|
414K
$20.6M
|
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
78.4K+ 74.23% |
$2.8M - $3.25M
|
184K
$9.17M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
73.1K+ 63.63% |
$2.61M - $3.03M
|
188K
$9.36M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
72.7K+ 15.42% |
$2.59M - $3.01M
|
544K
$27.1M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
72.7K+ 25.66% |
$2.59M - $3.01M
|
356K
$17.7M
|
|
|
May 12, 2022
Q1 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
71.8KNew |
$2.56M - $2.97M
|
71.8K
$3.58M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
71.8K+ 31.31% |
$2.56M - $2.97M
|
301K
$15M
|
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
70.8K+ 136.67% |
$2.52M - $2.93M
|
123K
$6.1M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.1K+ 2.23% |
$2.46M - $2.86M
|
3.17M
$158M
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
68.2K+ 257.1% |
$2.43M - $2.83M
|
94.8K
$4.72M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
67.4K+ 41.6% |
$2.4M - $2.79M
|
229K
$11.4M
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
67.3K+ 94.96% |
$2.4M - $2.79M
|
138K
$6.88M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
65.7K+ 35.91% |
$2.34M - $2.72M
|
249K
$12.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
65.3K+ 351.19% |
$2.33M - $2.71M
|
83.9K
$4.18M
|
|
|
May 05, 2022
Q1 2022
|
Allen Investment Management LLC
|
BUY
|
- |
65K+ 355.89% |
$2.32M - $2.69M
|
83.3K
$4.15M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.6K+ 4.41% |
$2.27M - $2.64M
|
1.51M
$75.1M
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
BUY
|
- |
63.5K+ 333.19% |
$2.27M - $2.63M
|
82.6K
$4.11M
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
62.1KNew |
$2.21M - $2.57M
|
62.1K
$3.09M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
61.7K+ 3.44% |
$2.2M - $2.55M
|
1.85M
$92.4M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
60.7K+ 142.45% |
$2.16M - $2.51M
|
103K
$5.14M
|
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
60.5KNew |
$2.16M - $2.51M
|
60.5K
$3.02M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
60.5KNew |
$2.16M - $2.51M
|
60.5K
$3.01M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
59.2K+ 154.75% |
$2.11M - $2.45M
|
97.4K
$4.85M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
57.8K+ 38.5% |
$2.06M - $2.4M
|
208K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
57.5KNew |
$2.05M - $2.38M
|
57.5K
$2.86M
|
|
|
May 13, 2022
Q1 2022
|
Symmetry Investments LP
|
BUY
|
- |
55.9KNew |
$1.99M - $2.32M
|
55.9K
$2.78M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.7K+ 43.71% |
$1.99M - $2.31M
|
183K
$9.12M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
51.7K+ 733.85% |
$1.84M - $2.14M
|
58.7K
$2.93M
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
51.1K+ 52.31% |
$1.82M - $2.12M
|
149K
$7.42M
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
50.4K+ 666.05% |
$1.8M - $2.09M
|
58K
$2.89M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
50.1K+ 17.82% |
$1.79M - $2.08M
|
331K
$16.5M
|
|
|
May 16, 2022
Q1 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
49.7KNew |
$1.77M - $2.06M
|
49.7K
$2.47M
|