Purchases and Sales Made in Q3 2021 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.38K+ 2.43% |
$83.6K - $92.9K
|
100K
$4.87M
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.33K+ 5.61% |
$81.6K - $90.7K
|
43.8K
$2.13M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.31K+ 14.46% |
$80.9K - $89.9K
|
18.3K
$887K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.28K+ 21.4% |
$80.1K - $89K
|
12.9K
$629K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.28K+ 2.64% |
$79.9K - $88.8K
|
88.6K
$4.3M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
2.27K+ 2.8% |
$79.6K - $88.5K
|
83.2K
$4.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.23K+ 5.61% |
$78.4K - $87.1K
|
42K
$2.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.17KNew |
$76.1K - $84.5K
|
2.17K
$105K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.16KNew |
$75.7K - $84.1K
|
2.16K
$105K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.12K+ 18.26% |
$74.4K - $82.6K
|
13.7K
$667K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.1K+ 27.43% |
$73.8K - $82K
|
9.76K
$474K
|
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
BUY
|
- |
2.09K+ 10.77% |
$73.3K - $81.4K
|
21.5K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.07K+ 5.68% |
$72.7K - $80.8K
|
38.5K
$1.87M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.02K+ 11.54% |
$71K - $78.9K
|
19.5K
$950K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.02K+ 20.43% |
$70.9K - $78.8K
|
11.9K
$579K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.98K+ 471.19% |
$69.5K - $77.2K
|
2.4K
$117K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.94K+ 6.64% |
$68.3K - $75.8K
|
31.2K
$1.52M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.93K+ 21.82% |
$67.9K - $75.4K
|
10.8K
$525K
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.91K+ 11.21% |
$67.2K - $74.6K
|
19K
$922K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.87K+ 4.35% |
$65.6K - $72.8K
|
44.8K
$2.18M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.84K+ 11.89% |
$64.7K - $71.9K
|
17.4K
$843K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.8K+ 2.69% |
$63.3K - $70.4K
|
68.9K
$3.35M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 21.55% |
$63.2K - $70.2K
|
10.2K
$493K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.78K+ 9.25% |
$62.6K - $69.5K
|
21.1K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.76K+ 3.85% |
$61.9K - $68.7K
|
47.6K
$2.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.76K+ 5.16% |
$61.8K - $68.6K
|
35.9K
$1.74M
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.74K+ 0.89% |
$61.1K - $67.9K
|
197K
$9.55M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.69K+ 12.89% |
$59.4K - $66K
|
14.8K
$720K
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.65K+ 20.79% |
$57.9K - $64.3K
|
9.58K
$466K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.64K+ 35.26% |
$57.6K - $64K
|
6.3K
$306K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.62K+ 2.86% |
$57K - $63.3K
|
58.3K
$2.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 1.28% |
$56.4K - $62.6K
|
127K
$6.18M
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
1.59KNew |
$55.6K - $61.8K
|
1.59K
$77K
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.54K+ 10.77% |
$54.1K - $60.1K
|
15.9K
$771K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.54K+ 12.57% |
$54.1K - $60.1K
|
13.8K
$670K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.53K+ 18.42% |
$53.5K - $59.5K
|
9.81K
$476K
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.52K+ 12.52% |
$53.5K - $59.4K
|
13.7K
$666K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.52K+ 2.74% |
$53.4K - $59.4K
|
57K
$2.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.51K+ 38.26% |
$53K - $58.9K
|
5.45K
$265K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.51K+ 1005.33% |
$52.9K - $58.8K
|
1.66K
$80.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.5K+ 26.62% |
$52.6K - $58.4K
|
7.13K
$346K
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.5K+ 22.81% |
$52.5K - $58.3K
|
8.05K
$391K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
1.45K+ 2.29% |
$50.8K - $56.4K
|
64.7K
$3.14M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.43K+ 16.51% |
$50.2K - $55.8K
|
10.1K
$491K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.43K+ 3.41% |
$50.2K - $55.8K
|
43.4K
$2.11M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.4K+ 5.94% |
$49.2K - $54.7K
|
25K
$1.22M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.37KNew |
$48K - $53.3K
|
1.37K
$66.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.37K+ 6.08% |
$48K - $53.3K
|
23.8K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.35K+ 1.91% |
$47.2K - $52.5K
|
71.6K
$3.48M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.33K+ 5.34% |
$46.6K - $51.8K
|
26.2K
$1.27M
|