Purchases and Sales Made in Q4 2021 in Financial Sector Spdr (XLF)

XLF Quotes by TradingView

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 24, 2022 Q4 2021
Private Capital Group, LLC

SELL
 -
-64
- 15.35%
$2.4K - $2.6K
353 $18.1K
Feb 08, 2022 Q4 2021
Smith, Moore & Co.

Clayton, MO
SELL
 -
-69
- 0.48%
$2.59K - $2.8K
14.2K $726K
Jan 27, 2022 Q4 2021
Dougherty Wealth Advisers LLC

SELL
 -
-70
- 8.05%
$2.63K - $2.84K
800 $41K
Jan 18, 2022 Q4 2021
Latitude Advisors, LLC

SELL
 -
-72
- 0.82%
$2.7K - $2.92K
8.76K $449K
Feb 15, 2022 Q4 2021
Citizens National Bank Trust Department

SELL
 -
-73
- 1.23%
$2.74K - $2.97K
5.88K $302K
Feb 10, 2022 Q4 2021
Antonetti Capital Management LLC

SELL
 -
-75
- 1.02%
$2.82K - $3.05K
7.3K $374K
Feb 14, 2022 Q4 2021
Marks Group Wealth Management, Inc

Minnetonka, MN
SELL
 -
-75
- 0.47%
$2.82K - $3.05K
15.8K $809K
Jan 19, 2022 Q4 2021
Apexium Financial, LP

SELL
 -
-87
- 0.61%
$3.27K - $3.53K
14.1K $725K
Jan 26, 2022 Q4 2021
Avitas Wealth Management LLC

SELL
 -
-91
- 0.53%
$3.42K - $3.7K
17.1K $876K
Jan 05, 2022 Q4 2021
Ims Capital Management

SELL
 -
-94
- 1.51%
$3.53K - $3.82K
6.13K $314K
Feb 04, 2022 Q4 2021
Resources Management Corp

West Hartford, CT
SELL
 -
-100
- 1.3%
$3.75K - $4.06K
7.57K $388K
Feb 14, 2022 Q4 2021
Berkshire Asset Management LLC

Wilkes Barre, PA
SELL
 -
-100
- 0.67%
$3.75K - $4.06K
14.8K $760K
Mar 23, 2022 Q4 2021
City State Bank

Norwalk, IA
SELL
 -
-100
- 33.33%
$3.75K - $4.06K
200 $10.3K
Feb 10, 2022 Q4 2021
3 D/L Capital Management, LLC

SELL
 -
-103
- 0.41%
$3.87K - $4.18K
25.1K $1.29M
Feb 03, 2022 Q4 2021
Schnieders Capital Management LLC

SELL
 -
-105
- 0.43%
$3.94K - $4.27K
24.3K $1.25M
Feb 02, 2022 Q4 2021
Balentine LLC

Atlanta, GA
SELL
 -
-114
- 40.14%
$4.28K - $4.63K
170 $8.72K
Feb 03, 2022 Q4 2021
Xcel Wealth Management, LLC

SELL
 -
-115
- 0.67%
$4.32K - $4.67K
17K $873K
Feb 14, 2022 Q4 2021
Aspire Private Capital, LLC

SELL
 -
-116
- 2.24%
$4.35K - $4.71K
5.07K $260K
Jan 14, 2022 Q4 2021
Triangle Securities Wealth Management

SELL
 -
-130
- 2.23%
$4.88K - $5.28K
5.71K $293K
Feb 08, 2022 Q4 2021
Sigma Investment Counselors Inc

SELL
 -
-130
- 0.37%
$4.88K - $5.28K
35.2K $1.8M
Jan 31, 2022 Q4 2021
Bourgeon Capital Management LLC

SELL
 -
-130
- 0.85%
$4.88K - $5.28K
15.1K $775K
Jan 18, 2022 Q4 2021
Chicago Trust CO Na

SELL
 -
-131
- 0.98%
$4.92K - $5.32K
13.2K $678K
Jan 28, 2022 Q4 2021
James Investment Research Inc

SELL
 -
-140
- 0.8%
$5.26K - $5.69K
17.3K $885K
Feb 08, 2022 Q4 2021
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-140
- 16.57%
$5.26K - $5.69K
705 $36.2K
Jan 21, 2022 Q4 2021
Sterling Investment Management, LLC

SELL
 -
-143
- 0.82%
$5.37K - $5.81K
17.2K $884K
Jan 19, 2022 Q4 2021
Whittier Trust CO

SELL
 -
-145
- 0.98%
$5.44K - $5.89K
14.7K $755K
Jan 26, 2022 Q4 2021
Transform Wealth, LLC

SELL
 -
-149
- 0.22%
$5.59K - $6.05K
66.9K $3.43M
Jan 27, 2022 Q4 2021
Oxler Private Wealth LLC

New York, NY
SELL
 -
-150
- 1.2%
$5.63K - $6.09K
12.3K $633K
Sep 21, 2023 Q4 2021
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-150
Closed
$5.63K - $6.09K
0 $0
Feb 15, 2022 Q4 2021
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-156
- 0.54%
$5.86K - $6.34K
28.9K $1.48M
Feb 14, 2022 Q4 2021
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
SELL
 -
-157
- 10.76%
$5.89K - $6.38K
1.3K $66.8K
Feb 09, 2022 Q4 2021
Tiedemann Advisors, LLC

SELL
 -
-167
- 2.33%
$6.27K - $6.78K
6.99K $358K
Jan 18, 2022 Q4 2021
In Track Investment Management Inc

SELL
 -
-173
- 0.73%
$6.49K - $7.03K
23.5K $1.2M
Jan 25, 2022 Q4 2021
First Command Financial Services, Inc.

SELL
 -
-187
- 2.07%
$7.02K - $7.6K
8.87K $455K
Feb 14, 2022 Q4 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-188
- 10.95%
$7.06K - $7.64K
1.53K $78.4K
Feb 14, 2022 Q4 2021
Wealthgate Family Office, LLC

SELL
 -
-189
- 3.95%
$7.1K - $7.68K
4.6K $236K
Feb 27, 2023 Q4 2021
Financial Partners Capital Management LLC

New York, NY
SELL
 -
-191
- 0.27%
$7.17K - $7.76K
71.5K $3.67M
Feb 14, 2022 Q4 2021
Elco Management Co., LLC

New York, NY
SELL
 -
-200
- 2.15%
$7.51K - $8.12K
9.11K $467K
Feb 01, 2022 Q4 2021
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-208
- 10.5%
$7.81K - $8.45K
1.77K $90.9K
Jan 20, 2022 Q4 2021
G&S Capital LLC

SELL
 -
-215
- 0.4%
$8.07K - $8.73K
52.9K $2.71M
Feb 11, 2022 Q4 2021
Firestone Capital Management

SELL
 -
-216
Closed
$8.11K - $8.77K
0 $0
Feb 10, 2022 Q4 2021
Smith, Salley & Associates

SELL
 -
-227
- 0.66%
$8.52K - $9.22K
34.2K $1.75M
Feb 09, 2022 Q4 2021
River Glades Family Offices LLC

Naples, FL
SELL
 -
-235
- 0.52%
$8.82K - $9.55K
44.7K $2.29M
Jan 28, 2022 Q4 2021
Rpg Investment Advisory, LLC

SELL
 -
-240
- 1.19%
$9.01K - $9.75K
20K $1.02M
Jan 11, 2022 Q4 2021
Bedel Financial Consulting, Inc.

SELL
 -
-241
- 2.46%
$9.05K - $9.79K
9.56K $490K
Jan 19, 2022 Q4 2021
Wealth Architects, LLC

SELL
 -
-246
- 3.69%
$9.23K - $9.99K
6.42K $329K
Feb 14, 2022 Q4 2021
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
SELL
 -
-248
- 0.22%
$9.31K - $10.1K
114K $5.83M
Feb 01, 2022 Q4 2021
Mma Asset Management LLC

New York, NY
SELL
 -
-250
- 0.63%
$9.39K - $10.2K
39.3K $2.01M
Feb 11, 2022 Q4 2021
Mba Advisors LLC

Hermitage, PA
SELL
 -
-250
- 3.29%
$9.39K - $10.2K
7.35K $377K

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