Purchases and Sales Made in Q3 2021 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q3 2021. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FD-MATERIAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.98KNew |
$315K - $344K
|
3.98K
$321K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.98KNew |
$314K - $344K
|
3.98K
$321K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.81K+ 55.32% |
$302K - $330K
|
10.7K
$865K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.7K+ 44.35% |
$293K - $320K
|
12K
$972K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.7K+ 6.73% |
$292K - $320K
|
58.7K
$4.74M
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.64KNew |
$288K - $315K
|
3.64K
$294K
|
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
3.5K+ 17.84% |
$277K - $303K
|
23.2K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
3.48KNew |
$276K - $301K
|
3.48K
$281K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 273.16% |
$274K - $299K
|
4.73K
$382K
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.38K+ 6.26% |
$267K - $292K
|
57.4K
$4.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.37K+ 15.25% |
$267K - $292K
|
25.5K
$2.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
3.37KNew |
$267K - $292K
|
3.37K
$272K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.27KNew |
$259K - $283K
|
3.27K
$264K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.25K+ 25.27% |
$257K - $281K
|
16.1K
$1.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.24K+ 122.12% |
$256K - $280K
|
5.88K
$475K
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.22K+ 7.4% |
$255K - $279K
|
46.7K
$3.77M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.11K+ 5.47% |
$246K - $269K
|
60K
$4.84M
|
|
|
Jan 30, 2025
Q3 2021
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
3.1KNew |
$245K - $268K
|
3.1K
$250K
|
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.07KNew |
$243K - $266K
|
3.07K
$248K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
3.05K+ 9.17% |
$241K - $264K
|
36.3K
$2.93M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.03K+ 10.71% |
$239K - $262K
|
31.3K
$2.52M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3K+ 113.27% |
$237K - $259K
|
5.64K
$456K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.99K+ 27.9% |
$236K - $258K
|
13.7K
$1.11M
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.95K+ 35.71% |
$233K - $255K
|
11.2K
$905K
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.93K+ 42.97% |
$231K - $253K
|
9.74K
$786K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
2.92KNew |
$231K - $253K
|
2.92K
$236K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.9K+ 15.46% |
$229K - $251K
|
21.6K
$1.75M
|
|
|
Nov 16, 2021
Q3 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2.83K+ 2.72% |
$224K - $245K
|
107K
$8.65M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.81K+ 353.85% |
$222K - $243K
|
3.6K
$291K
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
BUY
|
- |
2.8KNew |
$222K - $242K
|
2.8K
$226K
|
|
|
Nov 10, 2021
Q3 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
2.78KNew |
$220K - $241K
|
2.78K
$225K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.74KNew |
$216K - $237K
|
2.74K
$221K
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.71KNew |
$215K - $235K
|
2.71K
$219K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.67K+ 70.36% |
$211K - $231K
|
6.47K
$522K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.65KNew |
$210K - $229K
|
2.65K
$214K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.65KNew |
$210K - $229K
|
2.65K
$214K
|
|
|
Oct 28, 2021
Q3 2021
|
Innova Wealth Partners
|
BUY
|
- |
2.59K+ 4.23% |
$205K - $224K
|
63.7K
$5.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
2.55KNew |
$201K - $220K
|
2.55K
$206K
|
|
|
Nov 15, 2021
Q3 2021
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.45K+ 222.66% |
$194K - $212K
|
3.55K
$286K
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
2.42K+ 5.35% |
$191K - $209K
|
47.7K
$3.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.4K+ 57.33% |
$190K - $208K
|
6.59K
$532K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.38K+ 6.07% |
$188K - $206K
|
41.7K
$3.36M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
2.35K+ 78.47% |
$186K - $204K
|
5.35K
$432K
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.33KNew |
$184K - $201K
|
2.33K
$188K
|
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
BUY
|
- |
2.3K+ 57.49% |
$182K - $199K
|
6.3K
$509K
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.29K+ 1.91% |
$181K - $198K
|
122K
$9.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.21K+ 31.74% |
$175K - $191K
|
9.19K
$742K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.18K+ 53.97% |
$173K - $189K
|
6.23K
$503K
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.16K+ 3.83% |
$170K - $186K
|
58.4K
$4.71M
|
|
|
Oct 22, 2021
Q3 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.12K+ 4.9% |
$168K - $183K
|
45.4K
$3.67M
|