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 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.31K- 8.29% |
$49.3K - $53.3K
|
14.5K
$724K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.36K- 0.39% |
$50.9K - $55K
|
343K
$17.1M
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-1.37K- 10.08% |
$51.5K - $55.7K
|
12.2K
$609K
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.39K- 9.79% |
$52.1K - $56.4K
|
12.8K
$637K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.4K- 6.77% |
$52.6K - $56.9K
|
19.3K
$959K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.41K- 1.77% |
$52.7K - $57.1K
|
77.8K
$3.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.41K- 0.71% |
$52.9K - $57.2K
|
196K
$9.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.49K- 7.58% |
$55.8K - $60.4K
|
18.1K
$903K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.49K- 16.25% |
$55.8K - $60.4K
|
7.66K
$382K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 5.58% |
$56.2K - $60.8K
|
25.3K
$1.26M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.55K- 10.21% |
$58K - $62.8K
|
13.6K
$677K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-1.56K- 3.98% |
$58.5K - $63.3K
|
37.6K
$1.87M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.57K- 0.93% |
$58.8K - $63.7K
|
167K
$8.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.57KClosed |
$58.9K - $63.8K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
SELL
|
- |
-1.58KClosed |
$59.2K - $64.1K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-1.59KClosed |
$59.5K - $64.4K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-1.6K- 8.65% |
$60K - $64.9K
|
16.9K
$841K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.6K- 21.64% |
$60K - $64.9K
|
5.79K
$288K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.65K- 16.09% |
$62.1K - $67.1K
|
8.62K
$429K
|
|
|
Jun 28, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.72K- 25.61% |
$64.4K - $69.7K
|
4.98K
$248K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.72K- 0.56% |
$64.5K - $69.8K
|
303K
$15.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
SELL
|
- |
-1.72K- 1.18% |
$64.6K - $69.9K
|
145K
$7.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.8K- 11.82% |
$67.6K - $73.2K
|
13.4K
$669K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-1.81K- 3.03% |
$67.9K - $73.5K
|
58K
$2.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.84K- 10.62% |
$69.2K - $74.9K
|
15.5K
$772K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.85K- 11.75% |
$69.4K - $75.1K
|
13.9K
$692K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.99K- 2.95% |
$74.8K - $80.9K
|
65.6K
$3.27M
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2K- 1.68% |
$75.1K - $81.2K
|
117K
$5.83M
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
SELL
|
- |
-2.03K- 6.22% |
$76.2K - $82.5K
|
30.6K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-2.05K- 2.03% |
$77K - $83.3K
|
99K
$4.93M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-2.05K- 2.8% |
$77.1K - $83.4K
|
71.3K
$3.55M
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-2.16K- 1.71% |
$80.9K - $87.6K
|
124K
$6.19M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.16K- 5.13% |
$81K - $87.6K
|
39.9K
$1.99M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.16KClosed |
$81K - $87.6K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.16K- 10.18% |
$81K - $87.7K
|
19.1K
$949K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.17KClosed |
$81.3K - $88K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.17K- 2.9% |
$81.6K - $88.3K
|
72.7K
$3.62M
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-2.24K- 0.12% |
$84K - $90.9K
|
1.86M
$92.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-2.25K- 15.52% |
$84.4K - $91.3K
|
12.2K
$609K
|
|
|
Jan 31, 2022
Q4 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-2.27K- 3.52% |
$85K - $92K
|
62.1K
$3.09M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-2.27K- 0.39% |
$85.1K - $92.1K
|
579K
$28.8M
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-2.32K- 1.66% |
$86.9K - $94.1K
|
138K
$6.85M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.32K- 15.13% |
$87.1K - $94.2K
|
13K
$648K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.37KClosed |
$89K - $96.4K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.42K- 23.69% |
$90.8K - $98.2K
|
7.79K
$388K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.48K- 19.16% |
$93.1K - $101K
|
10.5K
$521K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.53K- 25.36% |
$94.9K - $103K
|
7.44K
$371K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.54K- 8.82% |
$95.4K - $103K
|
26.3K
$1.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.56K- 4.75% |
$96.1K - $104K
|
51.3K
$2.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.58K- 3.25% |
$97K - $105K
|
77K
$3.83M
|