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 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
200+ 0.62% |
$15.8K - $17.3K
|
32.7K
$2.99M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
200New |
$15.8K - $17.3K
|
200
$18.3K
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
200+ 80.0% |
$15.8K - $17.3K
|
450
$41.1K
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
200+ 100.0% |
$15.8K - $17.3K
|
400
$36.5K
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
182+ 5.18% |
$14.4K - $15.7K
|
3.69K
$337K
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
181+ 0.22% |
$14.3K - $15.7K
|
82.2K
$7.5M
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
180+ 5.03% |
$14.2K - $15.6K
|
3.76K
$343K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
179+ 4.47% |
$14.2K - $15.5K
|
4.18K
$382K
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
171+ 3.94% |
$13.5K - $14.8K
|
4.52K
$412K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
159+ 331.25% |
$12.6K - $13.8K
|
207
$18.9K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
159+ 1.2% |
$12.6K - $13.8K
|
13.4K
$1.22M
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
156New |
$12.3K - $13.5K
|
156
$14.2K
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
149+ 0.75% |
$11.8K - $12.9K
|
20K
$1.83M
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
146+ 1.86% |
$11.6K - $12.6K
|
8K
$731K
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
137+ 1.66% |
$10.8K - $11.9K
|
8.37K
$764K
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
130+ 23.17% |
$10.3K - $11.2K
|
691
$63.1K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
120New |
$9.49K - $10.4K
|
120
$11K
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
119+ 1.52% |
$9.41K - $10.3K
|
7.95K
$726K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
108+ 2.96% |
$8.54K - $9.34K
|
3.76K
$343K
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
102+ 3.6% |
$8.07K - $8.82K
|
2.94K
$268K
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
100+ 0.93% |
$7.91K - $8.65K
|
10.8K
$989K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$7.91K - $8.65K
|
100
$9.13K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$7.91K - $8.65K
|
100
$9.13K
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
100New |
$7.91K - $8.65K
|
100
$9.13K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100+ 500.0% |
$7.91K - $8.65K
|
120
$11K
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
96+ 0.79% |
$7.59K - $8.3K
|
12.2K
$1.11M
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
94+ 4.65% |
$7.44K - $8.13K
|
2.12K
$193K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
92+ 1.34% |
$7.28K - $7.96K
|
6.96K
$635K
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
91+ 9.66% |
$7.2K - $7.87K
|
1.03K
$94.3K
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
BUY
|
- |
88New |
$6.96K - $7.61K
|
88
$8.03K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
86+ 0.44% |
$6.8K - $7.44K
|
19.4K
$1.77M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
76New |
$6.01K - $6.57K
|
76
$6.94K
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
BUY
|
- |
62+ 0.58% |
$4.9K - $5.36K
|
10.8K
$988K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
62New |
$4.9K - $5.36K
|
62
$5.66K
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
55New |
$4.35K - $4.76K
|
55
$5.02K
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
50+ 1.12% |
$3.96K - $4.33K
|
4.5K
$411K
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
47New |
$3.72K - $4.07K
|
47
$4.29K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
46+ 0.96% |
$3.64K - $3.98K
|
4.83K
$441K
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
45+ 1.04% |
$3.56K - $3.89K
|
4.38K
$400K
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
45+ 0.42% |
$3.56K - $3.89K
|
10.7K
$976K
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
45+ 0.27% |
$3.56K - $3.89K
|
16.9K
$1.54M
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
45+ 35.71% |
$3.56K - $3.89K
|
171
$15.6K
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
44+ 0.89% |
$3.48K - $3.81K
|
4.97K
$454K
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
43+ 0.73% |
$3.4K - $3.72K
|
5.9K
$538K
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
40+ 0.09% |
$3.16K - $3.46K
|
45.7K
$4.17M
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
34+ 178.95% |
$2.69K - $2.94K
|
53
$4.84K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
34New |
$2.69K - $2.94K
|
34
$3.1K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
34+ 0.09% |
$2.69K - $2.94K
|
35.8K
$3.27M
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
32+ 0.2% |
$2.53K - $2.77K
|
16.1K
$1.47M
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.04% |
$2.45K - $2.68K
|
3.01K
$274K
|