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 |
---|---|---|---|---|---|---|---|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.56K- 7.0% |
$89.9K - $99.9K
|
34K
$1.65M
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-2.58KClosed |
$90.7K - $101K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 2.34% |
$90.8K - $101K
|
108K
$5.23M
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.62K- 29.19% |
$91.9K - $102K
|
6.35K
$308K
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.86K- 6.48% |
$100K - $111K
|
41.2K
$2M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-2.93K- 4.67% |
$103K - $114K
|
59.6K
$2.9M
|
|
Nov 15, 2021
Q3 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-3.07K- 8.95% |
$108K - $120K
|
31.2K
$1.52M
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-3.1KClosed |
$109K - $121K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-3.19K- 13.08% |
$112K - $124K
|
21.2K
$1.03M
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.22K- 8.65% |
$113K - $126K
|
34K
$1.65M
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.3K- 33.19% |
$116K - $129K
|
6.64K
$323K
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.35K- 14.02% |
$118K - $131K
|
20.6K
$999K
|
|
Oct 25, 2021
Q3 2021
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-3.44K- 3.22% |
$121K - $134K
|
104K
$5.03M
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.46K- 0.69% |
$121K - $135K
|
498K
$24.2M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.56K- 4.61% |
$125K - $139K
|
73.7K
$3.58M
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.75K- 21.37% |
$132K - $146K
|
13.8K
$671K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.76K- 22.87% |
$132K - $147K
|
12.7K
$616K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-3.92K- 4.11% |
$138K - $153K
|
91.4K
$4.44M
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.98K- 66.57% |
$140K - $155K
|
2K
$97.2K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4KClosed |
$140K - $156K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.04K- 13.32% |
$142K - $157K
|
26.3K
$1.28M
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.04K- 13.32% |
$142K - $157K
|
26.3K
$1.28M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.04K- 17.3% |
$142K - $158K
|
19.3K
$939K
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-4.05K- 11.71% |
$142K - $158K
|
30.6K
$1.48M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.07K- 7.98% |
$143K - $159K
|
46.9K
$2.28M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.23K- 6.1% |
$148K - $165K
|
65K
$3.16M
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.39K- 6.5% |
$154K - $171K
|
63.1K
$3.06M
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.62K- 15.64% |
$162K - $180K
|
24.9K
$1.21M
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
SELL
|
- |
-4.68K- 0.91% |
$164K - $182K
|
509K
$24.7M
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.93K- 2.2% |
$173K - $192K
|
219K
$10.6M
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.99K- 11.64% |
$175K - $195K
|
37.9K
$1.84M
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.05K- 57.98% |
$177K - $197K
|
3.66K
$178K
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-5.05K- 2.45% |
$177K - $197K
|
201K
$9.79M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.08K- 35.18% |
$178K - $198K
|
9.36K
$455K
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.1K- 97.27% |
$179K - $199K
|
143
$6.95K
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-5.21K- 29.73% |
$183K - $203K
|
12.3K
$598K
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-5.26K- 20.14% |
$185K - $205K
|
20.9K
$1.01M
|
|
Nov 12, 2021
Q3 2021
|
Cowen And Company, LLC
|
SELL
|
- |
-5.28KClosed |
$185K - $206K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.32K- 31.77% |
$187K - $207K
|
11.4K
$555K
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-5.44K- 23.01% |
$191K - $212K
|
18.2K
$884K
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-5.46KClosed |
$192K - $213K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-5.52KClosed |
$194K - $215K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5.56K- 2.46% |
$195K - $217K
|
220K
$10.7M
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.56K- 10.19% |
$195K - $217K
|
49K
$2.38M
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-5.65K- 35.16% |
$198K - $220K
|
10.4K
$506K
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.69KClosed |
$200K - $222K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-5.69KClosed |
$200K - $222K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Wela Strategies, Inc.
|
SELL
|
- |
-5.77K- 4.49% |
$203K - $225K
|
123K
$5.97M
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
SELL
|
- |
-5.8KClosed |
$204K - $226K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-5.95KClosed |
$209K - $232K
|
0
$0
|