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 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
14.7K+ 3.98% |
$553K - $598K
|
385K
$19.2M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
14.7K+ 3.98% |
$553K - $598K
|
385K
$19.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.7K+ 34.37% |
$553K - $598K
|
57.6K
$2.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
14.5KNew |
$544K - $589K
|
14.5K
$722K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
14.3K+ 15.74% |
$537K - $581K
|
105K
$5.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14.1K+ 36.63% |
$530K - $573K
|
52.7K
$2.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.8KNew |
$520K - $562K
|
13.8K
$689K
|
|
|
Feb 08, 2022
Q4 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
13.8KNew |
$519K - $561K
|
13.8K
$688K
|
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
13.8K+ 2.43% |
$517K - $559K
|
581K
$28.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
13.7K+ 99.46% |
$515K - $558K
|
27.5K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13.4K+ 92.54% |
$503K - $545K
|
27.9K
$1.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.2K+ 6.69% |
$494K - $535K
|
210K
$10.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
13.1KNew |
$493K - $534K
|
13.1K
$655K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
13.1KNew |
$493K - $534K
|
13.1K
$654K
|
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
13K+ 8.21% |
$486K - $526K
|
171K
$8.51M
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
13K+ 20.28% |
$486K - $526K
|
76.8K
$3.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.9KNew |
$486K - $526K
|
12.9K
$645K
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
12.9KNew |
$484K - $524K
|
12.9K
$642K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.7K+ 13.13% |
$476K - $515K
|
109K
$5.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.7K+ 5.04% |
$475K - $514K
|
264K
$13.1M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
12.5K+ 15.06% |
$470K - $509K
|
95.7K
$4.77M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
12.5KNew |
$469K - $507K
|
12.5K
$622K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
12.5K+ 14.84% |
$468K - $507K
|
96.5K
$4.81M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$465K - $503K
|
12.4K
$617K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.4KNew |
$465K - $503K
|
12.4K
$616K
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
12.3K+ 106.92% |
$461K - $499K
|
23.8K
$1.18M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
12.3K+ 19.43% |
$460K - $498K
|
75.3K
$3.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
12.2KNew |
$457K - $495K
|
12.2K
$607K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.2K+ 49.38% |
$456K - $494K
|
36.8K
$1.83M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 226.49% |
$454K - $491K
|
17.4K
$869K
|
|
|
Feb 09, 2022
Q4 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
12.1K+ 2.28% |
$454K - $491K
|
541K
$27M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
12.1K+ 8.34% |
$453K - $491K
|
157K
$7.81M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
12KNew |
$450K - $487K
|
12K
$598K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
11.9K+ 16.21% |
$447K - $483K
|
85.3K
$4.25M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
11.8KNew |
$442K - $478K
|
11.8K
$586K
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$439K - $475K
|
11.7K
$583K
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
11.6KNew |
$436K - $472K
|
11.6K
$579K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
11.5K+ 28.51% |
$432K - $468K
|
51.9K
$2.59M
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
11.5KNew |
$431K - $466K
|
11.5K
$571K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
11.5K+ 23.41% |
$430K - $466K
|
60.5K
$3.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
11.4K+ 16.97% |
$428K - $464K
|
78.7K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.4K+ 36.36% |
$427K - $462K
|
42.6K
$2.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
11.3KNew |
$424K - $459K
|
11.3K
$562K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
11.2K+ 57.24% |
$419K - $453K
|
30.6K
$1.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.1K+ 9.99% |
$417K - $451K
|
122K
$6.09M
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
11.1KNew |
$416K - $450K
|
11.1K
$552K
|
|
|
Jan 26, 2022
Q4 2021
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
11KNew |
$414K - $447K
|
11K
$549K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
11KNew |
$412K - $445K
|
11K
$546K
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
11KNew |
$411K - $445K
|
11K
$545K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
10.9KNew |
$410K - $443K
|
10.9K
$543K
|