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 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.83KNew |
$219K - $237K
|
5.83K
$276K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
5.78K+ 15.93% |
$217K - $235K
|
42K
$1.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
5.76KNew |
$216K - $234K
|
5.76K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
5.72K+ 2.55% |
$215K - $232K
|
230K
$10.9M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.72K+ 21.98% |
$215K - $232K
|
31.7K
$1.5M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5.71K+ 8.37% |
$214K - $232K
|
73.9K
$3.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.71KNew |
$214K - $232K
|
5.71K
$270K
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.69KNew |
$213K - $231K
|
5.69K
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.64K+ 15.4% |
$212K - $229K
|
42.2K
$2M
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
5.63K+ 13.09% |
$211K - $229K
|
48.6K
$2.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
5.62KNew |
$211K - $228K
|
5.62K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
5.62KNew |
$211K - $228K
|
5.62K
$266K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5.6KNew |
$210K - $228K
|
5.6K
$265K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.54KNew |
$208K - $225K
|
5.54K
$262K
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.51K+ 40.71% |
$207K - $224K
|
19.1K
$902K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
5.48KNew |
$206K - $223K
|
5.48K
$259K
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.48KNew |
$206K - $222K
|
5.48K
$259K
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.43KNew |
$204K - $221K
|
5.43K
$257K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
5.43KNew |
$204K - $220K
|
5.43K
$257K
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.37KNew |
$202K - $218K
|
5.37K
$254K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.36K+ 21.49% |
$201K - $218K
|
30.3K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
5.34KNew |
$200K - $217K
|
5.34K
$252K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
5.33K+ 76.47% |
$200K - $217K
|
12.3K
$582K
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.33KNew |
$200K - $216K
|
5.33K
$252K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
5.32K+ 15.87% |
$200K - $216K
|
38.8K
$1.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
5.28K+ 12.57% |
$198K - $214K
|
47.3K
$2.24M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
5.28K+ 3.59% |
$198K - $214K
|
152K
$7.21M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5.25K+ 34.03% |
$197K - $213K
|
20.7K
$979K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.25KNew |
$197K - $213K
|
5.25K
$249K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
5.22K+ 130.4% |
$196K - $212K
|
9.22K
$436K
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
5.21K+ 6.54% |
$196K - $212K
|
84.8K
$4.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.21K+ 65.17% |
$195K - $211K
|
13.2K
$624K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.2KNew |
$195K - $211K
|
5.2K
$246K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
5.19K+ 9.1% |
$195K - $211K
|
62.2K
$2.94M
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
5.16K+ 51.44% |
$194K - $210K
|
15.2K
$719K
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.15KNew |
$193K - $209K
|
5.15K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5.13KNew |
$192K - $208K
|
5.13K
$243K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
5.11K+ 4.4% |
$192K - $207K
|
121K
$5.74M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.08K+ 10.55% |
$191K - $206K
|
53.2K
$2.52M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5KNew |
$188K - $203K
|
5K
$237K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5KNew |
$188K - $203K
|
5K
$237K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.95K+ 7.75% |
$186K - $201K
|
68.8K
$3.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.88K+ 5.23% |
$183K - $198K
|
98K
$4.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.85K+ 11.25% |
$182K - $197K
|
47.9K
$2.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
4.82K+ 3.48% |
$181K - $196K
|
143K
$6.78M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
4.77K+ 48.97% |
$179K - $194K
|
14.5K
$687K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.75K+ 3.54% |
$178K - $193K
|
139K
$6.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.7KNew |
$177K - $191K
|
4.7K
$222K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.7K+ 9.68% |
$176K - $191K
|
53.2K
$2.52M
|
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
4.61K+ 3.75% |
$173K - $187K
|
127K
$6.03M
|