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 16, 2022
Q4 2021
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
99.3KNew |
$3.73M - $4.03M
|
99.3K
$4.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
98.8K+ 739.35% |
$3.71M - $4.01M
|
112K
$5.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
98.4K+ 9.18% |
$3.69M - $4M
|
1.17M
$58.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Yarbrough Capital, LLC
|
BUY
|
- |
97.8KNew |
$3.67M - $3.97M
|
97.8K
$4.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
96.6K+ 25.5% |
$3.63M - $3.92M
|
476K
$23.7M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
94.9KNew |
$3.56M - $3.85M
|
94.9K
$4.72M
|
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
91.9KNew |
$3.45M - $3.73M
|
91.9K
$4.58M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
90.6KNew |
$3.4M - $3.68M
|
90.6K
$4.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
90.3K+ 66.88% |
$3.39M - $3.67M
|
225K
$11.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
86.6KNew |
$3.25M - $3.52M
|
86.6K
$4.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
86.5K+ 30.66% |
$3.25M - $3.51M
|
368K
$18.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
86.2K+ 442.52% |
$3.24M - $3.5M
|
106K
$5.26M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
85.1K+ 685.72% |
$3.2M - $3.46M
|
97.5K
$4.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
85.1K+ 80.08% |
$3.19M - $3.46M
|
191K
$9.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
83.8K+ 345.51% |
$3.15M - $3.4M
|
108K
$5.38M
|
|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
83.6KNew |
$3.14M - $3.39M
|
83.6K
$4.16M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
76.7K+ 40.88% |
$2.88M - $3.11M
|
264K
$13.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
76.1K+ 8.56% |
$2.86M - $3.09M
|
966K
$48.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75K+ 22.84% |
$2.82M - $3.05M
|
404K
$20.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
75K+ 39.47% |
$2.82M - $3.05M
|
265K
$13.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
73K+ 27.92% |
$2.74M - $2.97M
|
334K
$16.7M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
71.4KNew |
$2.68M - $2.9M
|
71.4K
$3.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
70.8KNew |
$2.66M - $2.88M
|
70.8K
$3.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
70.7KNew |
$2.66M - $2.87M
|
70.7K
$3.52M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
70.2K+ 24.94% |
$2.64M - $2.85M
|
352K
$17.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
69.9KNew |
$2.62M - $2.84M
|
69.9K
$3.48M
|
|
|
Feb 04, 2022
Q4 2021
|
J.Safra Asset Management Corp
|
BUY
|
- |
69.3K+ 4965.11% |
$2.6M - $2.82M
|
70.7K
$3.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
67.2K+ 43.4% |
$2.52M - $2.73M
|
222K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
66.4K+ 330.26% |
$2.49M - $2.7M
|
86.5K
$4.31M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
66.3K+ 72.51% |
$2.49M - $2.69M
|
158K
$7.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
65.1K+ 29.67% |
$2.44M - $2.64M
|
284K
$14.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
63.9K+ 47.03% |
$2.4M - $2.6M
|
200K
$9.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
63.1K+ 137.28% |
$2.37M - $2.56M
|
109K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
62.7K+ 43.53% |
$2.35M - $2.55M
|
207K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
62.4K+ 255.86% |
$2.34M - $2.54M
|
86.8K
$4.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
60.6KNew |
$2.27M - $2.46M
|
60.6K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
60KNew |
$2.25M - $2.44M
|
60K
$2.99M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
59.8KNew |
$2.25M - $2.43M
|
59.8K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
58.3K+ 50.22% |
$2.19M - $2.37M
|
174K
$8.68M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
58.2KNew |
$2.18M - $2.36M
|
58.2K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Plaisance Capital LLC
Denver, CO |
BUY
|
- |
57.6KNew |
$2.16M - $2.34M
|
57.6K
$2.87M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
56.5K+ 25.79% |
$2.12M - $2.29M
|
276K
$13.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
56.3K+ 14.27% |
$2.11M - $2.29M
|
451K
$22.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
54.6K+ 21.72% |
$2.05M - $2.22M
|
306K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Lansdowne Partners (Uk) LLP
London, X0 |
BUY
|
- |
54.2KNew |
$2.03M - $2.2M
|
54.2K
$2.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53.9K+ 2.54% |
$2.02M - $2.19M
|
2.18M
$109M
|
|
|
Feb 15, 2022
Q4 2021
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
53.9K+ 21.81% |
$2.02M - $2.19M
|
301K
$15M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
53.7KNew |
$2.02M - $2.18M
|
53.7K
$2.68M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
52.6KNew |
$1.98M - $2.14M
|
52.6K
$2.62M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
52.4K+ 22.02% |
$1.97M - $2.13M
|
290K
$14.5M
|