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 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
22K+ 3.71% |
$824K - $892K
|
614K
$30.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
21.6KNew |
$812K - $878K
|
21.6K
$1.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$809K - $876K
|
21.6K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
21.1K+ 28.67% |
$792K - $857K
|
94.7K
$4.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
21K+ 114.63% |
$787K - $851K
|
39.2K
$1.95M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
20.9KNew |
$786K - $850K
|
20.9K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
20.5K+ 4.55% |
$770K - $834K
|
471K
$23.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
20.4K+ 19.99% |
$767K - $830K
|
123K
$6.1M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
20.1KNew |
$755K - $816K
|
20.1K
$1M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
20.1K+ 13.91% |
$753K - $815K
|
164K
$8.18M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
19.9K+ 152.07% |
$746K - $807K
|
32.9K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19.7K+ 4.53% |
$739K - $799K
|
454K
$22.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
19.7K+ 28.17% |
$738K - $799K
|
89.5K
$4.46M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
19.6KNew |
$734K - $794K
|
19.6K
$974K
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
19KNew |
$712K - $770K
|
19K
$944K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
18.9KNew |
$710K - $768K
|
18.9K
$942K
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
18.6KNew |
$698K - $755K
|
18.6K
$926K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
18.6KNew |
$698K - $755K
|
18.6K
$926K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18.6K+ 15.25% |
$697K - $754K
|
140K
$6.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
18.5K+ 6.75% |
$693K - $750K
|
292K
$14.5M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18.2KNew |
$682K - $738K
|
18.2K
$905K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18.2K+ 1023.77% |
$682K - $738K
|
19.9K
$993K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.8K+ 9.76% |
$669K - $724K
|
200K
$9.98M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
17.7KNew |
$665K - $720K
|
17.7K
$883K
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
17.6KNew |
$661K - $715K
|
17.6K
$877K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
17.5KNew |
$658K - $711K
|
17.5K
$872K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.5K+ 8.26% |
$657K - $711K
|
229K
$11.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
17.4K+ 89.24% |
$654K - $708K
|
37K
$1.84M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
17.1KNew |
$642K - $695K
|
17.1K
$852K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
17K+ 5.68% |
$640K - $692K
|
317K
$15.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16.9K+ 180.24% |
$633K - $685K
|
26.2K
$1.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
16.7K+ 2.76% |
$628K - $679K
|
623K
$31M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
16.5KNew |
$620K - $671K
|
16.5K
$823K
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
16.3K+ 17.06% |
$612K - $662K
|
112K
$5.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
16.2K+ 3.25% |
$609K - $659K
|
515K
$25.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16.1K+ 0.85% |
$603K - $653K
|
1.9M
$94.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
16K+ 169.27% |
$600K - $649K
|
25.4K
$1.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
15.9KNew |
$598K - $647K
|
15.9K
$793K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
15.5K+ 10.37% |
$583K - $631K
|
165K
$8.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
15.4KNew |
$580K - $627K
|
15.4K
$769K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 12.13% |
$579K - $626K
|
143K
$7.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
15.4KNew |
$577K - $625K
|
15.4K
$766K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
15.4KNew |
$576K - $624K
|
15.4K
$765K
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
15.2K+ 3.08% |
$571K - $617K
|
508K
$25.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
15.1KNew |
$568K - $614K
|
15.1K
$753K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
15.1KNew |
$566K - $612K
|
15.1K
$751K
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
15.1KNew |
$566K - $612K
|
15.1K
$750K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14.9KNew |
$560K - $606K
|
14.9K
$743K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
14.8K+ 3755.7% |
$557K - $603K
|
15.2K
$758K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
14.8K+ 25.45% |
$556K - $601K
|
73K
$3.63M
|