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 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
35.2K+ 12.17% |
$1.32M - $1.43M
|
324K
$16.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
34.8K+ 55.01% |
$1.31M - $1.41M
|
98.1K
$4.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
33.8K+ 17.55% |
$1.27M - $1.37M
|
226K
$11.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33.8K+ 33.42% |
$1.27M - $1.37M
|
135K
$6.72M
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
33.7K+ 52.98% |
$1.27M - $1.37M
|
97.4K
$4.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
33.2KNew |
$1.25M - $1.35M
|
33.2K
$1.66M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
33KNew |
$1.24M - $1.34M
|
33K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
32.2K+ 209.56% |
$1.21M - $1.31M
|
47.5K
$2.37M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
32.1K+ 66.74% |
$1.21M - $1.31M
|
80.3K
$4M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
32.1K+ 38.77% |
$1.2M - $1.3M
|
115K
$5.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
32KNew |
$1.2M - $1.3M
|
32K
$1.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
31.9K+ 33.45% |
$1.2M - $1.3M
|
127K
$6.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
31.9KNew |
$1.2M - $1.3M
|
31.9K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
31.8K+ 27.72% |
$1.19M - $1.29M
|
147K
$7.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
31.7KNew |
$1.19M - $1.29M
|
31.7K
$1.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
31.3K+ 102.22% |
$1.17M - $1.27M
|
61.9K
$3.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.5KNew |
$1.14M - $1.24M
|
30.5K
$1.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
30KNew |
$1.13M - $1.22M
|
30K
$1.49M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
29.5K+ 30.54% |
$1.11M - $1.2M
|
126K
$6.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
29.4K+ 21.2% |
$1.1M - $1.2M
|
168K
$8.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
28.8K+ 14.66% |
$1.08M - $1.17M
|
226K
$11.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
28.7KNew |
$1.08M - $1.17M
|
28.7K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.5K+ 62.54% |
$1.07M - $1.16M
|
74K
$3.69M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.5K+ 62.54% |
$1.07M - $1.16M
|
74K
$3.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
28.3KNew |
$1.06M - $1.15M
|
28.3K
$1.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
28.1K+ 100.94% |
$1.06M - $1.14M
|
56K
$2.79M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
27.9K+ 15.47% |
$1.05M - $1.14M
|
209K
$10.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
26.6KNew |
$997K - $1.08M
|
26.6K
$1.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
26.5KNew |
$996K - $1.08M
|
26.5K
$1.32M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
25.8KNew |
$967K - $1.05M
|
25.8K
$1.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.7K+ 63.81% |
$965K - $1.04M
|
66K
$3.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
25.2KNew |
$945K - $1.02M
|
25.2K
$1.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
25K+ 373.96% |
$937K - $1.01M
|
31.7K
$1.58M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
25K+ 59.54% |
$937K - $1.01M
|
66.9K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
24.9K+ 60.14% |
$935K - $1.01M
|
66.3K
$3.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
24.2KNew |
$907K - $982K
|
24.2K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.1KNew |
$904K - $978K
|
24.1K
$1.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
23.9K+ 123.55% |
$896K - $970K
|
43.2K
$2.15M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
23.9KNew |
$896K - $970K
|
23.9K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23.6K+ 15.63% |
$886K - $959K
|
175K
$8.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
23.5K+ 48.17% |
$884K - $956K
|
72.4K
$3.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
23.5K+ 439.79% |
$880K - $953K
|
28.8K
$1.43M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.4K+ 41.38% |
$880K - $952K
|
80.1K
$3.99M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23.2K+ 16.13% |
$871K - $942K
|
167K
$8.32M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
22.4KNew |
$842K - $911K
|
22.4K
$1.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
22.2KNew |
$835K - $904K
|
22.2K
$1.11M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
22.2K+ 117.18% |
$833K - $901K
|
41.1K
$2.05M
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
22.2K+ 10.32% |
$832K - $900K
|
237K
$11.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
22.1K+ 96.79% |
$831K - $899K
|
45K
$2.24M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
22.1K+ 101.74% |
$831K - $899K
|
43.9K
$2.18M
|