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 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.27K+ 5.93% |
$123K - $133K
|
58.4K
$2.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
3.2K+ 160.15% |
$120K - $130K
|
5.2K
$259K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.18K+ 15.07% |
$119K - $129K
|
24.3K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
3.15K+ 5.0% |
$118K - $128K
|
66K
$3.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
3.1K+ 12.67% |
$116K - $126K
|
27.6K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.08K+ 15.74% |
$115K - $125K
|
22.6K
$1.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.05KNew |
$114K - $124K
|
3.05K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3KNew |
$113K - $122K
|
3K
$149K
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.98K+ 3.4% |
$112K - $121K
|
90.6K
$4.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.95K+ 3.63% |
$111K - $120K
|
84.3K
$4.2M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.9K+ 4.18% |
$109K - $118K
|
72.2K
$3.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.84K+ 3.45% |
$106K - $115K
|
85.1K
$4.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.84K+ 22.37% |
$106K - $115K
|
15.5K
$773K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
2.79K+ 36.8% |
$105K - $113K
|
10.4K
$517K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.78K+ 4.85% |
$104K - $113K
|
60.1K
$2.99M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.73K+ 3.18% |
$102K - $111K
|
88.6K
$4.41M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.72K+ 36.6% |
$102K - $111K
|
10.2K
$506K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
2.71KNew |
$102K - $110K
|
2.71K
$135K
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
BUY
|
- |
2.65K+ 19.32% |
$99.5K - $108K
|
16.4K
$815K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
2.62K+ 25.95% |
$98.4K - $106K
|
12.7K
$634K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.6KNew |
$97.5K - $105K
|
2.6K
$129K
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
2.59K+ 1.09% |
$97.2K - $105K
|
241K
$12M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.59K+ 18.9% |
$97K - $105K
|
16.3K
$810K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.54K+ 7.04% |
$95.2K - $103K
|
38.6K
$1.92M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.53KNew |
$95.1K - $103K
|
2.53K
$126K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
2.52K+ 25.5% |
$94.7K - $102K
|
12.4K
$618K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
2.51K+ 14.12% |
$94.3K - $102K
|
20.3K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.51K+ 10.53% |
$94.2K - $102K
|
26.3K
$1.31M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
2.51K+ 8.02% |
$94K - $102K
|
33.7K
$1.68M
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
2.5KNew |
$93.9K - $102K
|
2.5K
$125K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
2.49K+ 17785.71% |
$93.5K - $101K
|
2.5K
$125K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.49K+ 42.18% |
$93.5K - $101K
|
8.39K
$418K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
2.47K+ 22.57% |
$92.6K - $100K
|
13.4K
$667K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.45K+ 3.25% |
$92K - $99.6K
|
77.9K
$3.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.41K+ 626.56% |
$90.3K - $97.7K
|
2.79K
$139K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.39KNew |
$89.5K - $96.9K
|
2.39K
$119K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.38K+ 4.91% |
$89.4K - $96.8K
|
50.9K
$2.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.38K+ 37.76% |
$89.3K - $96.6K
|
8.68K
$432K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.36K+ 3.21% |
$88.7K - $96K
|
76.1K
$3.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.36K+ 8.08% |
$88.4K - $95.7K
|
31.5K
$1.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.34K+ 6.53% |
$88K - $95.2K
|
38.2K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.33K+ 3.2% |
$87.3K - $94.4K
|
75K
$3.74M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.32K+ 79.83% |
$86.9K - $94K
|
5.22K
$260K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.3K+ 2.86% |
$86.4K - $93.5K
|
82.7K
$4.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
2.3K+ 7.53% |
$86.3K - $93.4K
|
32.9K
$1.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.3K+ 14.54% |
$86.3K - $93.4K
|
18.1K
$902K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
2.3KNew |
$86.3K - $93.4K
|
2.3K
$115K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.26K+ 3.17% |
$84.7K - $91.6K
|
73.5K
$3.66M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.25K+ 4.17% |
$84.3K - $91.2K
|
56.1K
$2.79M
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.23K+ 5.42% |
$83.8K - $90.7K
|
43.5K
$2.16M
|