Purchases and Sales Made in Q1 2022 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-7.44KClosed |
$265K - $308K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-7.47K- 5.4% |
$266K - $309K
|
131K
$6.44M
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-7.52K- 17.61% |
$268K - $311K
|
35.2K
$1.73M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.65K- 7.22% |
$273K - $317K
|
98.3K
$4.84M
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-7.68K- 25.1% |
$274K - $318K
|
22.9K
$1.13M
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-7.71KClosed |
$275K - $319K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-7.77K- 1.44% |
$277K - $322K
|
534K
$26.3M
|
|
May 11, 2022
Q1 2022
|
Westwood Wealth Management
|
SELL
|
- |
-7.93KClosed |
$283K - $328K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.99K- 4.58% |
$285K - $331K
|
166K
$8.19M
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-8.01KClosed |
$286K - $332K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
SELL
|
- |
-8.1K- 5.61% |
$289K - $336K
|
136K
$6.71M
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-8.12K- 3.08% |
$290K - $336K
|
256K
$12.6M
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.15K- 3.82% |
$291K - $338K
|
205K
$10.1M
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8.19K- 22.35% |
$292K - $339K
|
28.4K
$1.4M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.23K- 16.78% |
$293K - $341K
|
40.8K
$2.01M
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8.49K- 11.82% |
$303K - $352K
|
63.3K
$3.11M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8.51K- 57.51% |
$303K - $352K
|
6.29K
$309K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-8.53K- 24.71% |
$304K - $353K
|
26K
$1.28M
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-8.56K- 60.83% |
$305K - $355K
|
5.51K
$271K
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-8.63K- 6.12% |
$308K - $357K
|
132K
$6.51M
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-8.66K- 8.09% |
$309K - $359K
|
98.4K
$4.84M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.03K- 8.38% |
$322K - $374K
|
98.6K
$4.85M
|
|
May 16, 2022
Q1 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-9.05K- 6.72% |
$323K - $375K
|
126K
$6.18M
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-9.1K- 6.4% |
$324K - $377K
|
133K
$6.55M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.43K- 19.48% |
$336K - $390K
|
39K
$1.92M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9.9K- 44.04% |
$353K - $410K
|
12.6K
$619K
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-10.1K- 30.61% |
$361K - $419K
|
22.9K
$1.13M
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-10.2K- 6.21% |
$365K - $424K
|
154K
$7.6M
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-10.4K- 34.67% |
$371K - $431K
|
19.6K
$965K
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-10.4K- 4.17% |
$371K - $431K
|
239K
$11.8M
|
|
Jun 16, 2022
Q1 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-11KClosed |
$393K - $456K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-11.2K- 46.98% |
$398K - $462K
|
12.6K
$620K
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-11.3KClosed |
$403K - $468K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-11.3K- 16.86% |
$404K - $469K
|
55.8K
$2.75M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-11.4K- 43.64% |
$408K - $474K
|
14.8K
$727K
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.5K- 12.8% |
$409K - $475K
|
78K
$3.84M
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-11.5KClosed |
$409K - $475K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.6K- 38.44% |
$412K - $478K
|
18.5K
$910K
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-11.7KClosed |
$417K - $485K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-11.7K- 22.55% |
$418K - $485K
|
40.3K
$1.98M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11.9K- 22.61% |
$425K - $493K
|
40.8K
$2.01M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12K- 6.32% |
$426K - $495K
|
177K
$8.72M
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-12K- 99.9% |
$427K - $497K
|
12
$591
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-12.2K- 40.43% |
$434K - $504K
|
17.9K
$883K
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.2KClosed |
$435K - $505K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-12.3K- 5.96% |
$439K - $510K
|
194K
$9.56M
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-12.4K- 17.4% |
$442K - $514K
|
58.9K
$2.9M
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-12.4KClosed |
$443K - $514K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-12.5K- 11.59% |
$446K - $519K
|
95.5K
$4.7M
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-12.7K- 19.48% |
$451K - $524K
|
52.3K
$2.57M
|