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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-641- 3.75% |
$24.1K - $26K
|
16.5K
$820K
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-642- 18.02% |
$24.1K - $26.1K
|
2.92K
$145K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-643- 19.27% |
$24.1K - $26.1K
|
2.69K
$134K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-657- 7.75% |
$24.7K - $26.7K
|
7.82K
$390K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-665- 4.56% |
$25K - $27K
|
13.9K
$693K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-673- 3.79% |
$25.3K - $27.3K
|
17.1K
$850K
|
|
|
Jan 20, 2022
Q4 2021
|
Prairiewood Capital, LLC
|
SELL
|
- |
-685- 1.41% |
$25.7K - $27.8K
|
47.8K
$2.38M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-707- 11.63% |
$26.5K - $28.7K
|
5.37K
$267K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-721- 0.44% |
$27.1K - $29.3K
|
164K
$8.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-745- 6.32% |
$28K - $30.3K
|
11.1K
$550K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-747- 7.93% |
$28K - $30.3K
|
8.68K
$432K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-773- 2.25% |
$29K - $31.4K
|
33.6K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-784Closed |
$29.4K - $31.8K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-790- 0.78% |
$29.7K - $32.1K
|
101K
$5.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-800Closed |
$30K - $32.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-803- 76.62% |
$30.1K - $32.6K
|
245
$12.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-804- 8.49% |
$30.2K - $32.7K
|
8.67K
$432K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-822- 6.12% |
$30.9K - $33.4K
|
12.6K
$628K
|
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-848- 4.89% |
$31.8K - $34.4K
|
16.5K
$821K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-869- 6.33% |
$32.6K - $35.3K
|
12.9K
$640K
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-894- 18.94% |
$33.6K - $36.3K
|
3.83K
$191K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-896Closed |
$33.6K - $36.4K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-900- 13.55% |
$33.8K - $36.6K
|
5.74K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-904- 4.97% |
$33.9K - $36.7K
|
17.3K
$860K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-930- 10.34% |
$34.9K - $37.8K
|
8.07K
$402K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-932- 2.48% |
$35K - $37.9K
|
36.6K
$1.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-942- 14.4% |
$35.4K - $38.3K
|
5.6K
$279K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-960- 2.31% |
$36K - $39K
|
40.5K
$2.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-961- 10.99% |
$36.1K - $39K
|
7.78K
$388K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-979- 0.68% |
$36.8K - $39.8K
|
143K
$7.14M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-980- 3.92% |
$36.8K - $39.8K
|
24K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-989- 13.13% |
$37.1K - $40.2K
|
6.54K
$326K
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1K- 10.87% |
$37.5K - $40.6K
|
8.2K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1K- 2.7% |
$37.5K - $40.6K
|
36K
$1.79M
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-1.02K- 8.41% |
$38.4K - $41.6K
|
11.1K
$555K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.03K- 12.15% |
$38.5K - $41.6K
|
7.41K
$369K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-1.03K- 1.29% |
$38.6K - $41.8K
|
78.6K
$3.92M
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-1.08K- 1.77% |
$40.5K - $43.9K
|
60.1K
$2.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.09K- 3.48% |
$40.7K - $44.1K
|
30.1K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.14K- 6.63% |
$42.7K - $46.2K
|
16K
$798K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.15K- 5.6% |
$43.2K - $46.8K
|
19.4K
$966K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.16K- 4.65% |
$43.7K - $47.2K
|
23.8K
$1.19M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.16K- 27.25% |
$43.7K - $47.3K
|
3.11K
$155K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.23K- 5.54% |
$46.3K - $50.1K
|
21K
$1.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.24K- 16.17% |
$46.5K - $50.3K
|
6.42K
$320K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.26K- 1.88% |
$47.2K - $51K
|
65.6K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.26K- 2.87% |
$47.3K - $51.2K
|
42.7K
$2.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.27K- 3.08% |
$47.8K - $51.7K
|
40K
$1.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.29K- 1.18% |
$48.5K - $52.5K
|
108K
$5.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.31K- 1.08% |
$49.2K - $53.2K
|
120K
$5.99M
|