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 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-220- 0.61% |
$7.72K - $8.58K
|
35.7K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-235- 2.37% |
$8.25K - $9.17K
|
9.67K
$470K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-239- 0.54% |
$8.39K - $9.32K
|
43.9K
$2.13M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-242- 3.29% |
$8.5K - $9.44K
|
7.12K
$346K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-270- 0.52% |
$9.48K - $10.5K
|
52K
$2.53M
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-300- 0.84% |
$10.5K - $11.7K
|
35.5K
$1.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-300- 1.21% |
$10.5K - $11.7K
|
24.4K
$1.19M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-300Closed |
$10.5K - $11.7K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-310- 1.51% |
$10.9K - $12.1K
|
20.2K
$981K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-316- 0.1% |
$11.1K - $12.3K
|
312K
$15.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-320- 0.81% |
$11.2K - $12.5K
|
39.1K
$1.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-322- 10.42% |
$11.3K - $12.6K
|
2.77K
$135K
|
|
|
Dec 02, 2021
Q3 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-348- 5.48% |
$12.2K - $13.6K
|
6K
$291K
|
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-348- 0.48% |
$12.2K - $13.6K
|
71.7K
$3.48M
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-360- 9.74% |
$12.6K - $14K
|
3.34K
$162K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-385- 2.49% |
$13.5K - $15K
|
15.1K
$732K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-397- 5.72% |
$13.9K - $15.5K
|
6.54K
$318K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-401- 72.78% |
$14.1K - $15.6K
|
150
$7.29K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-402- 1.87% |
$14.1K - $15.7K
|
21.1K
$1.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-405- 15.32% |
$14.2K - $15.8K
|
2.24K
$109K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-406- 2.15% |
$14.3K - $15.8K
|
18.5K
$898K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-434- 7.81% |
$15.2K - $16.9K
|
5.13K
$249K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-446- 7.71% |
$15.7K - $17.4K
|
5.34K
$260K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-447- 2.87% |
$15.7K - $17.4K
|
15.1K
$736K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-449- 5.03% |
$15.8K - $17.5K
|
8.48K
$412K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-450- 1.49% |
$15.8K - $17.6K
|
29.8K
$1.45M
|
|
|
Dec 01, 2021
Q3 2021
|
Braun Stacey Associates Inc
|
SELL
|
- |
-474- 5.63% |
$16.6K - $18.5K
|
7.94K
$386K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-476- 0.77% |
$16.7K - $18.6K
|
61.3K
$2.98M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-480- 4.11% |
$16.9K - $18.7K
|
11.2K
$545K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-500Closed |
$17.6K - $19.5K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
SELL
|
- |
-500- 2.87% |
$17.6K - $19.5K
|
16.9K
$821K
|
|
|
Nov 12, 2021
Q3 2021
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-500Closed |
$17.6K - $19.5K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-504- 1.19% |
$17.7K - $19.7K
|
41.7K
$2.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-514- 1.47% |
$18K - $20K
|
34.4K
$1.67M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-514- 7.74% |
$18K - $20K
|
6.13K
$298K
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-534- 1.25% |
$18.7K - $20.8K
|
42.1K
$2.04M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-540Closed |
$19K - $21.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-545- 27.2% |
$19.1K - $21.3K
|
1.46K
$70.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-554- 0.73% |
$19.5K - $21.6K
|
75.5K
$3.67M
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-575Closed |
$20.2K - $22.4K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-579- 0.61% |
$20.3K - $22.6K
|
94.6K
$4.59M
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-591- 7.25% |
$20.8K - $23K
|
7.56K
$367K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-592- 3.72% |
$20.8K - $23.1K
|
15.3K
$745K
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
SELL
|
- |
-599- 0.6% |
$21K - $23.4K
|
98.8K
$4.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-600- 1.22% |
$21.1K - $23.4K
|
48.5K
$2.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-622- 61.83% |
$21.8K - $24.3K
|
384
$18.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-626- 23.84% |
$22K - $24.4K
|
2K
$97.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-633- 9.76% |
$22.2K - $24.7K
|
5.85K
$284K
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
SELL
|
- |
-650- 4.98% |
$22.8K - $25.4K
|
12.4K
$603K
|
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-666- 0.83% |
$23.4K - $26K
|
79.7K
$3.87M
|