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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
594+ 22.05% |
$47K - $51.4K
|
3.29K
$266K
|
|
Oct 13, 2021
Q3 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
590+ 2.61% |
$46.7K - $51K
|
23.2K
$1.87M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
578+ 12.82% |
$45.7K - $50K
|
5.09K
$411K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
573+ 3.49% |
$45.3K - $49.6K
|
17K
$1.37M
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
570+ 8.16% |
$45.1K - $49.3K
|
7.55K
$610K
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
570+ 8.22% |
$45.1K - $49.3K
|
7.51K
$606K
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
559+ 6.98% |
$44.2K - $48.4K
|
8.57K
$692K
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
553+ 4.68% |
$43.7K - $47.8K
|
12.4K
$999K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
520+ 2.34% |
$41.1K - $45K
|
22.7K
$1.83M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
516+ 3.62% |
$40.8K - $44.6K
|
14.8K
$1.19M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
502New |
$39.7K - $43.4K
|
502
$40.5K
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
500+ 6.41% |
$39.6K - $43.3K
|
8.3K
$670K
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
497+ 1.1% |
$39.3K - $43K
|
45.5K
$3.67M
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
481New |
$38.1K - $41.6K
|
481
$38.8K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
479+ 16.56% |
$37.9K - $41.4K
|
3.37K
$272K
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
472+ 4.41% |
$37.3K - $40.8K
|
11.2K
$902K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
464+ 5.44% |
$36.7K - $40.1K
|
8.99K
$726K
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
440+ 11.71% |
$34.8K - $38.1K
|
4.2K
$339K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
437New |
$34.6K - $37.8K
|
437
$35.3K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
427+ 143.77% |
$33.8K - $36.9K
|
724
$58.5K
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
412+ 3.89% |
$32.6K - $35.6K
|
11K
$889K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
401+ 0.2% |
$31.7K - $34.7K
|
200K
$16.2M
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
395+ 3.15% |
$31.2K - $34.2K
|
12.9K
$1.04M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
394+ 5.98% |
$31.2K - $34.1K
|
6.98K
$564K
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
383+ 5.9% |
$30.3K - $33.1K
|
6.88K
$555K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
369+ 8.07% |
$29.2K - $31.9K
|
4.94K
$399K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
366+ 4.02% |
$29K - $31.7K
|
9.46K
$764K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
361+ 2.84% |
$28.6K - $31.2K
|
13.1K
$1.06M
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
336+ 0.7% |
$26.6K - $29.1K
|
48.4K
$3.91M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
336+ 192.0% |
$26.6K - $29.1K
|
511
$41.3K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
327+ 12.56% |
$25.9K - $28.3K
|
2.93K
$237K
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
326New |
$25.8K - $28.2K
|
326
$26.3K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
324+ 83.08% |
$25.6K - $28K
|
714
$57.7K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
318+ 8.23% |
$25.2K - $27.5K
|
4.18K
$338K
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
306+ 0.91% |
$24.2K - $26.5K
|
33.9K
$2.73M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
305+ 5.95% |
$24.1K - $26.4K
|
5.43K
$438K
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
302+ 1.1% |
$23.9K - $26.1K
|
27.7K
$2.24M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
300+ 291.26% |
$23.7K - $26K
|
403
$32.5K
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
300+ 1.46% |
$23.7K - $26K
|
20.8K
$1.68M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
291+ 0.78% |
$23K - $25.2K
|
37.5K
$3.02M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
284+ 5.7% |
$22.5K - $24.6K
|
5.27K
$425K
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
276+ 1.1% |
$21.8K - $23.9K
|
25.3K
$2.05M
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
260+ 15.85% |
$20.6K - $22.5K
|
1.9K
$153K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
260+ 7.11% |
$20.6K - $22.5K
|
3.92K
$316K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
241+ 4.26% |
$19.1K - $20.8K
|
5.9K
$477K
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
240+ 72.73% |
$19K - $20.8K
|
570
$46K
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
236+ 28.4% |
$18.7K - $20.4K
|
1.07K
$86.2K
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
222+ 2.77% |
$17.6K - $19.2K
|
8.25K
$666K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
212+ 0.23% |
$16.8K - $18.3K
|
94K
$7.59M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
206+ 5.31% |
$16.3K - $17.8K
|
4.09K
$330K
|