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 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
11.2K+ 3.82% |
$398K - $463K
|
303K
$15.1M
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
10.9K+ 112.56% |
$388K - $451K
|
20.6K
$1.02M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
10.8K+ 69.77% |
$386K - $448K
|
26.3K
$1.31M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.8KNew |
$385K - $447K
|
10.8K
$538K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
10.8K+ 6.51% |
$384K - $446K
|
176K
$8.77M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.7K+ 17.86% |
$383K - $445K
|
70.9K
$3.53M
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
10.6K+ 96.54% |
$380K - $441K
|
21.7K
$1.08M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.5K+ 7.73% |
$375K - $436K
|
147K
$7.3M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.5KNew |
$374K - $435K
|
10.5K
$523K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.3K+ 28.13% |
$369K - $428K
|
47.1K
$2.35M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
10.3K+ 21.83% |
$368K - $427K
|
57.6K
$2.87M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10.1K+ 21.65% |
$359K - $417K
|
56.5K
$2.81M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
10K+ 3.64% |
$357K - $415K
|
286K
$14.2M
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10K+ 13.65% |
$357K - $415K
|
83.4K
$4.15M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
9.92K+ 10.44% |
$354K - $411K
|
105K
$5.23M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
9.81K+ 1878.74% |
$350K - $406K
|
10.3K
$514K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.76K+ 6.8% |
$348K - $404K
|
153K
$7.63M
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
9.69K+ 56.69% |
$345K - $401K
|
26.8K
$1.33M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.67K+ 61.34% |
$345K - $401K
|
25.4K
$1.27M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.65K+ 15.6% |
$344K - $400K
|
71.5K
$3.56M
|
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.62K+ 35.07% |
$343K - $399K
|
37.1K
$1.85M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
9.57KNew |
$341K - $396K
|
9.57K
$476K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.44KNew |
$337K - $391K
|
9.44K
$470K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.3KNew |
$332K - $385K
|
9.3K
$463K
|
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
9.26K+ 3.52% |
$330K - $384K
|
273K
$13.6M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
9.26K+ 130.65% |
$330K - $384K
|
16.3K
$814K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.18K+ 12.71% |
$327K - $380K
|
81.4K
$4.05M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
9.14K+ 2.77% |
$326K - $378K
|
339K
$16.9M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
BUY
|
- |
9.13K+ 28.84% |
$326K - $378K
|
40.8K
$2.03M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
9.12K+ 11.98% |
$325K - $378K
|
85.2K
$4.24M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9.03K+ 21.2% |
$322K - $374K
|
51.7K
$2.57M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
9K+ 8.67% |
$321K - $373K
|
113K
$5.61M
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
8.91K+ 28.56% |
$318K - $369K
|
40.1K
$2M
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
8.86K+ 3.74% |
$316K - $367K
|
246K
$12.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.78K+ 68.62% |
$313K - $364K
|
21.6K
$1.07M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
8.68K+ 93.05% |
$309K - $359K
|
18K
$896K
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
8.65K+ 11.1% |
$308K - $358K
|
86.5K
$4.31M
|
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
8.52K+ 5.5% |
$304K - $353K
|
163K
$8.14M
|
|
|
May 06, 2022
Q1 2022
|
Freemont Management S.A.
|
BUY
|
- |
8.49KNew |
$303K - $352K
|
8.49K
$423K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8.36KNew |
$298K - $346K
|
8.36K
$416K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
8.3K+ 110.83% |
$296K - $344K
|
15.8K
$786K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.21K+ 17.61% |
$293K - $340K
|
54.8K
$2.73M
|
|
|
May 11, 2022
Q1 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
8.21K+ 21.82% |
$293K - $340K
|
45.8K
$2.28M
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
8.18K+ 2.57% |
$292K - $339K
|
327K
$16.3M
|
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
8.18K+ 3.42% |
$292K - $339K
|
247K
$12.3M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.07KNew |
$288K - $334K
|
8.07K
$402K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.79K+ 45.13% |
$278K - $323K
|
25.1K
$1.25M
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
7.7KNew |
$275K - $319K
|
7.7K
$383K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7.65K+ 115.94% |
$273K - $317K
|
14.3K
$710K
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
7.62K+ 6.51% |
$272K - $316K
|
125K
$6.21M
|