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 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
7+ 0.68% |
$263 - $284
|
1.04K
$53.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.31% |
$263 - $284
|
2.29K
$117K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$188 - $203
|
5.45K
$279K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.02% |
$188 - $203
|
30.3K
$1.55M
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5+ 0.09% |
$188 - $203
|
5.42K
$278K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 0.14% |
$188 - $203
|
3.66K
$188K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
4+ 0.34% |
$150 - $162
|
1.17K
$60.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.36% |
$150 - $162
|
1.12K
$57.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.05% |
$113 - $122
|
6.14K
$315K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 0.6% |
$113 - $122
|
500
$25.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$113 - $122
|
6.71K
$344K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.02% |
$75.1 - $81.2
|
12.1K
$622K
|
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$75.1 - $81.2
|
13.7K
$702K
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
2+ 0.03% |
$75.1 - $81.2
|
6.21K
$318K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
1+ 0.01% |
$37.5 - $40.6
|
8.97K
$460K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
1+ 0.0% |
$37.5 - $40.6
|
50.8K
$2.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
1+ 0.12% |
$37.5 - $40.6
|
864
$44.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.26% |
$37.5 - $40.6
|
381
$19.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.02% |
$37.5 - $40.6
|
6.07K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.77% |
$37.5 - $40.6
|
131
$6.72K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.09% |
$37.5 - $40.6
|
1.11K
$57.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 0.11% |
$37.5 - $40.6
|
910
$46.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1Closed |
$37.5 - $40.6
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-4- 0.72% |
$150 - $162
|
549
$28.2K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4- -0.0% |
$150 - $162
|
86.3K
$4.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-5- 0.17% |
$188 - $203
|
2.95K
$151K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-6- 0.06% |
$225 - $244
|
9.88K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
SELL
|
- |
-8- 0.11% |
$300 - $325
|
7.15K
$367K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8- 0.13% |
$300 - $325
|
6.13K
$314K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-8- 0.02% |
$300 - $325
|
33.8K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-10Closed |
$375 - $406
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-10- 0.12% |
$375 - $406
|
8.51K
$436K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-12- 0.08% |
$450 - $487
|
15.8K
$812K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18- 0.04% |
$676 - $731
|
48.5K
$2.49M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-25- 0.07% |
$939 - $1.02K
|
37.3K
$1.91M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-25- 2.28% |
$939 - $1.02K
|
1.07K
$54.9K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-25- 0.3% |
$939 - $1.02K
|
8.34K
$427K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-27Closed |
$1.01K - $1.1K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-28- 0.07% |
$1.05K - $1.14K
|
38.3K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-30- 0.36% |
$1.13K - $1.22K
|
8.33K
$427K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-30- 15.0% |
$1.13K - $1.22K
|
170
$8.72K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-31- 0.22% |
$1.16K - $1.26K
|
14.2K
$730K
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-40- 0.67% |
$1.5K - $1.62K
|
5.96K
$305K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 0.71% |
$1.69K - $1.83K
|
6.25K
$321K
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
SELL
|
- |
-47- 0.38% |
$1.76K - $1.91K
|
12.3K
$629K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-47- 3.9% |
$1.76K - $1.91K
|
1.16K
$59.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 25.0% |
$1.88K - $2.03K
|
150
$7.69K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-50- 0.52% |
$1.88K - $2.03K
|
9.62K
$493K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-60Closed |
$2.25K - $2.44K
|
0
$0
|