Purchases and Sales Made in Q4 2021 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.55K+ 51.59% |
$171K - $185K
|
13.4K
$666K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.54K+ 6.59% |
$170K - $184K
|
73.4K
$3.66M
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.41K+ 71.15% |
$166K - $179K
|
10.6K
$529K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
4.4KNew |
$165K - $179K
|
4.4K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4.38K+ 8.62% |
$164K - $178K
|
55.2K
$2.75M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
4.38K+ 31.73% |
$164K - $178K
|
18.2K
$905K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.35K+ 57.48% |
$163K - $177K
|
11.9K
$593K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.33K+ 1.33% |
$163K - $176K
|
330K
$16.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
4.32K+ 78.1% |
$162K - $175K
|
9.85K
$490K
|
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4.28K+ 22.12% |
$161K - $174K
|
23.6K
$1.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
4.25K+ 5.91% |
$159K - $173K
|
76.1K
$3.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
4.2K+ 2.82% |
$158K - $170K
|
153K
$7.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.17K+ 2.6% |
$156K - $169K
|
165K
$8.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
4.17KNew |
$156K - $169K
|
4.17K
$208K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.15K+ 5.17% |
$156K - $169K
|
84.3K
$4.2M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
4.13K+ 12.29% |
$155K - $168K
|
37.7K
$1.88M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.12K+ 63.97% |
$155K - $167K
|
10.6K
$526K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
4.11KNew |
$154K - $167K
|
4.11K
$204K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.07K+ 0.84% |
$153K - $165K
|
490K
$24.4M
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.06K+ 32.25% |
$152K - $165K
|
16.6K
$828K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.03K+ 3.97% |
$151K - $164K
|
106K
$5.26M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.03K+ 11.93% |
$151K - $164K
|
37.8K
$1.88M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.03K+ 15.85% |
$151K - $164K
|
29.5K
$1.47M
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
4K+ 8.81% |
$150K - $162K
|
49.4K
$2.46M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.87K+ 26.09% |
$145K - $157K
|
18.7K
$931K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.78K+ 42.14% |
$142K - $154K
|
12.8K
$635K
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3.75K+ 41.43% |
$141K - $152K
|
12.8K
$638K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.75K+ 4.53% |
$141K - $152K
|
86.5K
$4.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.74K+ 70.24% |
$140K - $152K
|
9.06K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.7K+ 2.7% |
$139K - $150K
|
141K
$7.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.64K+ 10.42% |
$137K - $148K
|
38.6K
$1.92M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.64K+ 14.67% |
$137K - $148K
|
28.4K
$1.42M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.63K+ 1.16% |
$136K - $148K
|
316K
$15.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.61KNew |
$136K - $147K
|
3.61K
$180K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.6K+ 18.08% |
$135K - $146K
|
23.5K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
3.58K+ 4.81% |
$134K - $145K
|
77.9K
$3.88M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.54K+ 3.4% |
$133K - $144K
|
108K
$5.36M
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
3.51K+ 11.97% |
$132K - $142K
|
32.8K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
3.47K+ 9.44% |
$130K - $141K
|
40.3K
$2M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
3.47K+ 45.87% |
$130K - $141K
|
11K
$550K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
3.45K+ 1.71% |
$130K - $140K
|
205K
$10.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.44KNew |
$129K - $140K
|
3.44K
$171K
|
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
3.44K+ 10.99% |
$129K - $140K
|
34.7K
$1.73M
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
3.41K+ 12.1% |
$128K - $139K
|
31.6K
$1.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.4KNew |
$128K - $138K
|
3.4K
$170K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.35K+ 18.44% |
$126K - $136K
|
21.5K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
3.33K+ 5.53% |
$125K - $135K
|
63.6K
$3.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.33K+ 7.28% |
$125K - $135K
|
49K
$2.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.3K+ 4.62% |
$124K - $134K
|
74.8K
$3.72M
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.28K+ 3.27% |
$123K - $133K
|
103K
$5.15M
|