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 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.9K+ 8.9% |
$889K - $1.03M
|
305K
$15.2M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24.6K+ 37.1% |
$878K - $1.02M
|
90.9K
$4.53M
|
|
|
May 13, 2022
Q1 2022
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
24.6KNew |
$877K - $1.02M
|
24.6K
$1.23M
|
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
24.1K+ 49.68% |
$861K - $1M
|
72.7K
$3.62M
|
|
|
May 04, 2022
Q1 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
24K+ 8.27% |
$856K - $994K
|
314K
$15.6M
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
23.9K+ 58.24% |
$854K - $992K
|
65K
$3.24M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23.8K+ 5.16% |
$848K - $984K
|
484K
$24.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
BUY
|
- |
23.4KNew |
$836K - $971K
|
23.4K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.4K+ 39.0% |
$834K - $969K
|
83.4K
$4.15M
|
|
|
May 16, 2022
Q1 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
23.3K+ 6.07% |
$832K - $966K
|
408K
$20.3M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
23.1K+ 43.05% |
$825K - $958K
|
76.9K
$3.83M
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
23K+ 21.81% |
$821K - $954K
|
129K
$6.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
22.7K+ 204.8% |
$810K - $940K
|
33.8K
$1.68M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22.6K+ 100.47% |
$807K - $938K
|
45.2K
$2.25M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
22.3K+ 357.31% |
$794K - $923K
|
28.5K
$1.42M
|
|
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
22.1KNew |
$789K - $917K
|
22.1K
$1.1M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.1K+ 12.97% |
$788K - $915K
|
192K
$9.58M
|
|
|
May 02, 2022
Q1 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
21.5K+ 8.57% |
$766K - $889K
|
272K
$13.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.3K+ 88.25% |
$758K - $880K
|
45.3K
$2.26M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
21.1K+ 843.97% |
$754K - $875K
|
23.6K
$1.18M
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
20.6KNew |
$735K - $854K
|
20.6K
$1.03M
|
|
|
May 11, 2022
Q1 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
20.3KNew |
$725K - $842K
|
20.3K
$1.01M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.3K+ 35.32% |
$725K - $842K
|
77.9K
$3.88M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
20.3K+ 5.5% |
$722K - $839K
|
389K
$19.4M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20.2K+ 23.36% |
$720K - $837K
|
107K
$5.31M
|
|
|
May 05, 2022
Q1 2022
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
20KNew |
$713K - $828K
|
20K
$996K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
19.7K+ 229.98% |
$704K - $818K
|
28.3K
$1.41M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$703K - $816K
|
19.7K
$981K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
19.6K+ 17.74% |
$699K - $812K
|
130K
$6.48M
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
19.6K+ 18.64% |
$699K - $812K
|
125K
$6.21M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
19.6KNew |
$697K - $810K
|
19.6K
$974K
|
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
19.5K+ 13.31% |
$696K - $809K
|
166K
$8.28M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.5K+ 6.41% |
$695K - $808K
|
324K
$16.1M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
19.3K+ 10.39% |
$687K - $798K
|
205K
$10.2M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.7K+ 34.83% |
$668K - $775K
|
72.5K
$3.61M
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.6K+ 0.98% |
$664K - $771K
|
1.92M
$95.5M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18.6K+ 24.17% |
$664K - $771K
|
95.6K
$4.76M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
18.2K+ 57.92% |
$650K - $755K
|
49.7K
$2.48M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18.1K+ 32.85% |
$645K - $749K
|
73.1K
$3.64M
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
17.6K+ 190.89% |
$627K - $729K
|
26.8K
$1.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
17.5K+ 28.75% |
$625K - $726K
|
78.5K
$3.91M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
17.3K+ 643.71% |
$617K - $716K
|
20K
$995K
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
17.1KNew |
$610K - $708K
|
17.1K
$852K
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
17.1K+ 12.89% |
$608K - $706K
|
149K
$7.44M
|
|
|
May 05, 2022
Q1 2022
|
Evolution Capital Management LLC
Crystal Bay, NV |
BUY
|
- |
17KNew |
$606K - $704K
|
17K
$847K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
17K+ 15.33% |
$604K - $702K
|
128K
$6.35M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
16.8KNew |
$601K - $698K
|
16.8K
$839K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
16.7K+ 267.44% |
$596K - $692K
|
23K
$1.14M
|
|
|
May 03, 2022
Q1 2022
|
Florin Court Capital LLP
|
BUY
|
- |
16.7K+ 23.32% |
$596K - $692K
|
88.3K
$4.4M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.7K+ 33.33% |
$595K - $692K
|
66.8K
$3.33M
|