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 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.96KClosed |
$209K - $232K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-5.99K- 8.52% |
$210K - $234K
|
64.4K
$3.13M
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-6.13KClosed |
$215K - $239K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-6.24K- 35.85% |
$219K - $243K
|
11.2K
$542K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.46K- 4.28% |
$227K - $252K
|
144K
$7.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-6.48K- 2.17% |
$228K - $253K
|
291K
$14.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-6.51K- 4.45% |
$228K - $254K
|
140K
$6.79M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.52K- 2.53% |
$229K - $254K
|
251K
$12.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.75K- 31.41% |
$237K - $263K
|
14.7K
$716K
|
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-6.81K- 32.94% |
$239K - $265K
|
13.9K
$673K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-6.81KClosed |
$239K - $266K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
SELL
|
- |
-6.88K- 7.69% |
$242K - $268K
|
82.6K
$4.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-6.95KClosed |
$244K - $271K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-7K- 7.29% |
$246K - $273K
|
89K
$4.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-7.18K- 6.69% |
$252K - $280K
|
100K
$4.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-7.3K- 4.73% |
$256K - $285K
|
147K
$7.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-7.31K- 84.53% |
$257K - $285K
|
1.34K
$65K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.31KClosed |
$257K - $285K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.41K- 8.29% |
$260K - $289K
|
81.9K
$3.98M
|
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-7.41K- 2.42% |
$260K - $289K
|
299K
$14.5M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-7.53K- 34.19% |
$264K - $294K
|
14.5K
$704K
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-7.57K- 53.87% |
$266K - $295K
|
6.48K
$315K
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-7.7KClosed |
$270K - $300K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-7.71K- 2.65% |
$271K - $301K
|
284K
$13.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.74KClosed |
$272K - $302K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-7.8K- 4.84% |
$274K - $304K
|
153K
$7.44M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.82K- 48.59% |
$275K - $305K
|
8.28K
$402K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-7.96K- 21.46% |
$279K - $310K
|
29.1K
$1.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-8.21K- 11.42% |
$288K - $320K
|
63.6K
$3.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-8.31K- 23.05% |
$292K - $324K
|
27.7K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-8.48K- 39.02% |
$298K - $331K
|
13.3K
$644K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.55K- 7.03% |
$300K - $333K
|
113K
$5.49M
|
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-8.6K- 13.76% |
$302K - $335K
|
53.9K
$2.62M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.61K- 27.02% |
$302K - $336K
|
23.3K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.65KClosed |
$304K - $337K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.96KClosed |
$315K - $349K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.98K- 19.7% |
$315K - $350K
|
36.6K
$1.78M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.13K- 12.23% |
$321K - $356K
|
65.6K
$3.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-9.41KClosed |
$330K - $367K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.41K- 27.66% |
$330K - $367K
|
24.6K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-9.44K- 7.2% |
$331K - $368K
|
122K
$5.91M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-9.45K- 2.56% |
$332K - $368K
|
359K
$17.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
SELL
|
- |
-9.76KClosed |
$343K - $381K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-9.76K- 71.03% |
$343K - $381K
|
3.98K
$193K
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-9.8K- 3.96% |
$344K - $382K
|
238K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-10KClosed |
$351K - $390K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10K- 5.06% |
$353K - $392K
|
188K
$9.16M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-10.1K- 50.51% |
$354K - $394K
|
9.89K
$480K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-10.7K- 40.35% |
$374K - $415K
|
15.7K
$765K
|
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10.7K- 7.17% |
$376K - $418K
|
139K
$6.75M
|