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 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.21K+ 2.04% |
$83.1K - $89.9K
|
111K
$5.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
2.21KNew |
$83K - $89.8K
|
2.21K
$110K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.21KNew |
$82.9K - $89.7K
|
2.21K
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.2K+ 13.98% |
$82.7K - $89.4K
|
18K
$894K
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
2.18K+ 10.17% |
$81.9K - $88.7K
|
23.6K
$1.18M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
2.17KNew |
$81.5K - $88.2K
|
2.17K
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.16K+ 13.46% |
$81K - $87.7K
|
18.2K
$906K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
2.13K+ 32.91% |
$80.1K - $86.7K
|
8.62K
$429K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.12K+ 9.33% |
$79.6K - $86.2K
|
24.9K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.12K+ 18.44% |
$79.5K - $86K
|
13.6K
$677K
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.11K+ 3.68% |
$79.1K - $85.6K
|
59.4K
$2.96M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2.1KNew |
$78.8K - $85.3K
|
2.1K
$105K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$78.2K - $84.6K
|
2.08K
$104K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
2.08K+ 7.14% |
$78.1K - $84.5K
|
31.2K
$1.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.07K+ 35.16% |
$77.7K - $84.1K
|
7.96K
$396K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.03KNew |
$76.1K - $82.3K
|
2.03K
$101K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.03K+ 13.73% |
$76K - $82.3K
|
16.8K
$835K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
2.01K+ 7.44% |
$75.5K - $81.6K
|
29K
$1.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2K+ 21.25% |
$75.1K - $81.2K
|
11.4K
$568K
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.99K+ 12.9% |
$74.8K - $81K
|
17.4K
$869K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.98KNew |
$74.4K - $80.5K
|
1.98K
$98.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.98K+ 16.59% |
$74.2K - $80.3K
|
13.9K
$691K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.97K+ 4.08% |
$73.8K - $79.9K
|
50.2K
$2.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.96K+ 11.49% |
$73.5K - $79.6K
|
19K
$947K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.95K+ 4987.18% |
$73K - $79K
|
1.98K
$98.8K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.93K+ 17.03% |
$72.3K - $78.2K
|
13.2K
$659K
|
|
|
Apr 28, 2022
Q4 2021
|
Libra Wealth LLC
|
BUY
|
- |
1.9KNew |
$71.5K - $77.3K
|
1.9K
$94.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 17.23% |
$70.7K - $76.5K
|
12.8K
$638K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.88K+ 13.43% |
$70.6K - $76.4K
|
15.9K
$791K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.88K+ 14.5% |
$70.5K - $76.2K
|
14.8K
$738K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.87K+ 27.84% |
$70.2K - $76K
|
8.59K
$428K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.85K+ 5.93% |
$69.4K - $75.1K
|
33.1K
$1.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
1.84K+ 0.95% |
$69.1K - $74.7K
|
195K
$9.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
1.82K+ 24.57% |
$68.4K - $74.1K
|
9.24K
$460K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.81K+ 12.58% |
$68K - $73.6K
|
16.2K
$807K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.81K+ 4.26% |
$67.8K - $73.4K
|
44.2K
$2.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.76K+ 2.75% |
$65.9K - $71.3K
|
65.7K
$3.27M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
1.75K+ 9.21% |
$65.8K - $71.2K
|
20.8K
$1.03M
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.71K+ 10.51% |
$64K - $69.3K
|
17.9K
$893K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.69K+ 4.13% |
$63.5K - $68.7K
|
42.6K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.69K+ 6.88% |
$63.4K - $68.6K
|
26.2K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.68K+ 3.67% |
$63K - $68.1K
|
47.4K
$2.36M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.66K+ 6.36% |
$62.5K - $67.6K
|
27.8K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.65K+ 13.77% |
$61.8K - $66.9K
|
13.6K
$678K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
1.65K+ 52.12% |
$61.8K - $66.9K
|
4.8K
$239K
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
1.64K+ 4.54% |
$61.5K - $66.5K
|
37.7K
$1.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.6K+ 4.91% |
$60.2K - $65.2K
|
34.3K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.58K+ 8.53% |
$59.4K - $64.2K
|
20.1K
$1M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.57K+ 7.6% |
$59K - $63.8K
|
22.2K
$1.11M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.57K+ 4.18% |
$58.9K - $63.8K
|
39.2K
$1.95M
|