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 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
16.4KNew |
$584K - $679K
|
16.4K
$816K
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
16.4K+ 43.57% |
$584K - $678K
|
53.9K
$2.68M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
16.3K+ 6.84% |
$583K - $677K
|
255K
$12.7M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16.3KNew |
$582K - $676K
|
16.3K
$812K
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
16.3K+ 7.75% |
$580K - $674K
|
226K
$11.3M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
16.3KNew |
$580K - $674K
|
16.3K
$810K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16.2K+ 122.57% |
$579K - $672K
|
29.5K
$1.47M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
16K+ 37.49% |
$570K - $662K
|
58.6K
$2.92M
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 15.57% |
$565K - $656K
|
118K
$5.86M
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
15.7K+ 39.59% |
$561K - $652K
|
55.5K
$2.76M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
15.4KNew |
$549K - $637K
|
15.4K
$766K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
15.2K+ 124.23% |
$542K - $630K
|
27.4K
$1.37M
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
15K+ 121.86% |
$536K - $623K
|
27.4K
$1.36M
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
14.8K+ 13.2% |
$527K - $612K
|
127K
$6.31M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.6K+ 62.9% |
$521K - $605K
|
37.8K
$1.88M
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
14.5K+ 4.1% |
$517K - $601K
|
368K
$18.3M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14.4KNew |
$513K - $596K
|
14.4K
$717K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.4K+ 39.24% |
$513K - $595K
|
51K
$2.54M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.3K+ 58.82% |
$509K - $591K
|
38.6K
$1.92M
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
14.3KNew |
$509K - $591K
|
14.3K
$710K
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
13.8K+ 2.38% |
$491K - $571K
|
592K
$29.5M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.8K+ 12.6% |
$491K - $571K
|
123K
$6.13M
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
13.7K+ 63.54% |
$489K - $567K
|
35.3K
$1.76M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 19.29% |
$485K - $563K
|
84.1K
$4.19M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
13.4KNew |
$479K - $557K
|
13.4K
$669K
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
13.3KNew |
$474K - $551K
|
13.3K
$662K
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
13.2K+ 33.65% |
$471K - $547K
|
52.4K
$2.61M
|
|
May 09, 2022
Q1 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
13.2KNew |
$469K - $545K
|
13.2K
$655K
|
|
Apr 20, 2022
Q1 2022
|
Belvedere Trading LLC
|
BUY
|
- |
13.1KNew |
$465K - $541K
|
13.1K
$650K
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
12.9KNew |
$459K - $534K
|
12.9K
$642K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12.8KNew |
$455K - $529K
|
12.8K
$636K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.6K+ 3.07% |
$451K - $524K
|
425K
$21.2M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12.6KNew |
$450K - $523K
|
12.6K
$628K
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
12.4K+ 4.09% |
$442K - $513K
|
315K
$15.7M
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
12.3K+ 9.66% |
$439K - $509K
|
140K
$6.96M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.2K+ 106.68% |
$434K - $504K
|
23.6K
$1.18M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
12.1K+ 138.58% |
$433K - $503K
|
20.9K
$1.04M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
12K+ 53.82% |
$427K - $496K
|
34.2K
$1.7M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.9K+ 7.56% |
$423K - $491K
|
169K
$8.4M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.9KNew |
$423K - $491K
|
11.9K
$590K
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
11.8K+ 154.5% |
$422K - $490K
|
19.5K
$971K
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.7K+ 46.3% |
$419K - $487K
|
37.1K
$1.85M
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
11.7K+ 2.47% |
$419K - $487K
|
487K
$24.3M
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
11.5KNew |
$410K - $476K
|
11.5K
$573K
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
11.5K+ 6.72% |
$410K - $476K
|
182K
$9.08M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
11.5KNew |
$408K - $474K
|
11.5K
$570K
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
11.4KNew |
$408K - $474K
|
11.4K
$570K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.3K+ 21.24% |
$403K - $468K
|
64.5K
$3.21M
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
11.2K+ 15.41% |
$401K - $466K
|
84.2K
$4.19M
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11.2K+ 8.1% |
$401K - $465K
|
150K
$7.47M
|