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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.39KClosed |
$48.7K - $54.1K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.41K- 5.88% |
$49.5K - $55K
|
22.6K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.45K- 3.75% |
$51K - $56.7K
|
37.3K
$1.89M
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.47K- 0.86% |
$51.6K - $57.3K
|
169K
$8.54M
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.49K- 9.6% |
$52.2K - $58K
|
14K
$709K
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.5K- 14.2% |
$52.6K - $58.5K
|
9.06K
$459K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.56K- 1.51% |
$54.6K - $60.6K
|
101K
$5.12M
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.57K- 7.07% |
$55.2K - $61.3K
|
20.7K
$1.05M
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.59K- 1.29% |
$55.7K - $61.9K
|
122K
$6.15M
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.6K- 2.29% |
$56.2K - $62.4K
|
68.2K
$3.45M
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.64K- 23.59% |
$57.5K - $63.8K
|
5.3K
$269K
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.66K- 4.0% |
$58.1K - $64.5K
|
39.7K
$2.01M
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.66K- 59.84% |
$58.2K - $64.6K
|
1.11K
$56.3K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.66K- 3.64% |
$58.4K - $64.9K
|
44.1K
$2.23M
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.67K- 17.3% |
$58.7K - $65.2K
|
7.99K
$405K
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-1.71K- 1.33% |
$59.9K - $66.5K
|
126K
$6.4M
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.71K- 8.77% |
$59.9K - $66.5K
|
17.7K
$899K
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.71KClosed |
$60K - $66.6K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.74K- 17.07% |
$60.9K - $67.7K
|
8.43K
$427K
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.74K- 6.76% |
$61K - $67.8K
|
24K
$1.21M
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.79K- 10.73% |
$62.9K - $69.8K
|
14.9K
$755K
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.8K- 14.48% |
$63.1K - $70.1K
|
10.6K
$537K
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.8K- 0.59% |
$63.3K - $70.3K
|
305K
$15.4M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.83K- 1.62% |
$64.1K - $71.2K
|
111K
$5.62M
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-1.84K- 4.45% |
$64.6K - $71.8K
|
39.5K
$2M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.88K- 13.6% |
$66K - $73.3K
|
11.9K
$605K
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.9K- 2.89% |
$66.7K - $74.1K
|
63.8K
$3.23M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.92K- 4.54% |
$67.3K - $74.8K
|
40.3K
$2.04M
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.97K- 19.54% |
$69.2K - $76.8K
|
8.11K
$411K
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-2K- 66.03% |
$70.2K - $78K
|
1.03K
$52.1K
|
|
Oct 06, 2021
Q3 2021
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-2.01K- 11.77% |
$70.6K - $78.5K
|
15.1K
$764K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.02K- 2.29% |
$70.9K - $78.8K
|
86.3K
$4.37M
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.07K- 1.03% |
$72.6K - $80.7K
|
198K
$10M
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-2.09K- 3.38% |
$73.4K - $81.5K
|
59.8K
$3.03M
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.09K- 9.57% |
$73.4K - $81.5K
|
19.8K
$1M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-2.11K- 12.45% |
$74.2K - $82.4K
|
14.9K
$753K
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.14K- 4.47% |
$75.1K - $83.5K
|
45.7K
$2.32M
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.14K- 14.97% |
$75.2K - $83.6K
|
12.2K
$616K
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.18K- 22.63% |
$76.5K - $85K
|
7.46K
$378K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.19K- 5.5% |
$76.7K - $85.2K
|
37.5K
$1.9M
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.27K- 2.05% |
$79.7K - $88.5K
|
108K
$5.49M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.27K- 11.69% |
$79.8K - $88.6K
|
17.2K
$869K
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
SELL
|
- |
-2.28K- 5.81% |
$80.2K - $89K
|
37K
$1.88M
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.3K- 2.83% |
$80.9K - $89.9K
|
79.2K
$4.01M
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.36K- 5.22% |
$82.8K - $91.9K
|
42.8K
$2.17M
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.37K- 57.32% |
$83.2K - $92.4K
|
1.76K
$89.3K
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.44K- 3.67% |
$85.5K - $95K
|
63.9K
$3.24M
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.47K- 26.54% |
$86.8K - $96.4K
|
6.85K
$347K
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.52K- 14.17% |
$88.4K - $98.2K
|
15.3K
$773K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.56K- 7.0% |
$89.9K - $99.9K
|
34K
$1.72M
|