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
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
11.5KNew |
$403K - $448K
|
11.5K
$558K
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11.5K+ 176.05% |
$403K - $447K
|
18K
$874K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
11.4K+ 1137.6% |
$399K - $444K
|
12.4K
$601K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.2K+ 2.12% |
$394K - $437K
|
540K
$26.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
11.2K+ 4.34% |
$393K - $437K
|
269K
$13.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11.2K+ 30.21% |
$392K - $435K
|
48.1K
$2.34M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11.1K+ 1387.38% |
$390K - $433K
|
11.9K
$578K
|
|
|
Nov 12, 2021
Q3 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
11.1K+ 7.53% |
$388K - $431K
|
158K
$7.67M
|
|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
11K+ 13.06% |
$388K - $431K
|
95.6K
$4.64M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
11K+ 65.52% |
$387K - $430K
|
27.9K
$1.35M
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$384K - $426K
|
10.9K
$531K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.8K+ 32.53% |
$379K - $421K
|
44K
$2.14M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
10.5K+ 15.24% |
$370K - $411K
|
79.6K
$3.87M
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
10.5K+ 26.08% |
$369K - $410K
|
50.8K
$2.47M
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
10.4K+ 27.16% |
$366K - $407K
|
48.9K
$2.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
10.3K+ 45.33% |
$361K - $401K
|
33K
$1.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Allen Investment Management LLC
|
BUY
|
- |
10.3K+ 128.31% |
$361K - $401K
|
18.3K
$888K
|
|
|
Nov 12, 2021
Q3 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
10KNew |
$351K - $390K
|
10K
$486K
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
9.94K+ 3.31% |
$349K - $388K
|
310K
$15.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.93K+ 2.35% |
$349K - $387K
|
432K
$21M
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
9.9KNew |
$347K - $386K
|
9.9K
$481K
|
|
|
Oct 19, 2021
Q3 2021
|
Tamar Securities, LLC
|
BUY
|
- |
9.75K+ 4.02% |
$342K - $380K
|
252K
$12.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
9.58KNew |
$336K - $374K
|
9.58K
$466K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.45K+ 3.48% |
$332K - $368K
|
281K
$13.7M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.23K+ 111.54% |
$324K - $360K
|
17.5K
$851K
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9.13KNew |
$321K - $356K
|
9.13K
$444K
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.09K+ 6.69% |
$319K - $354K
|
145K
$7.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
9.08K+ 5.06% |
$319K - $354K
|
189K
$9.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.98K+ 20.22% |
$315K - $350K
|
53.4K
$2.59M
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
8.96K+ 26.34% |
$315K - $350K
|
43K
$2.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Providence First Trust CO
|
BUY
|
- |
8.96K+ 135.42% |
$314K - $349K
|
15.6K
$756K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.94K+ 13.21% |
$314K - $348K
|
76.6K
$3.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
8.9K+ 7.84% |
$312K - $347K
|
122K
$5.95M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
8.83KNew |
$310K - $344K
|
8.83K
$429K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.83KNew |
$310K - $344K
|
8.83K
$429K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
8.58K+ 13.46% |
$301K - $335K
|
72.3K
$3.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
8.51K+ 84.8% |
$299K - $332K
|
18.5K
$901K
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
8.42K+ 2565.85% |
$295K - $328K
|
8.74K
$425K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.39KNew |
$295K - $327K
|
8.39K
$408K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8.34K+ 6.64% |
$293K - $325K
|
134K
$6.51M
|
|
|
Nov 19, 2021
Q3 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
8.31KNew |
$292K - $324K
|
8.31K
$404K
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
8.28KNew |
$291K - $323K
|
8.28K
$402K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.22K+ 13.45% |
$289K - $321K
|
69.3K
$3.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
8.21K+ 30.68% |
$288K - $320K
|
35K
$1.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.04K+ 56.47% |
$282K - $314K
|
22.3K
$1.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.97K+ 98.96% |
$280K - $311K
|
16K
$779K
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
7.96K+ 15.7% |
$279K - $310K
|
58.6K
$2.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.96K+ 69.03% |
$279K - $310K
|
19.5K
$946K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.95K+ 35.12% |
$279K - $310K
|
30.6K
$1.49M
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
7.89K+ 12.04% |
$277K - $308K
|
73.4K
$3.56M
|