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 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
32+ 0.2% |
$2.53K - $2.77K
|
16.1K
$1.3M
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.04% |
$2.45K - $2.68K
|
3.01K
$243K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
25+ 6.58% |
$1.98K - $2.16K
|
405
$32.7K
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
25+ 0.27% |
$1.98K - $2.16K
|
9.13K
$737K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
25+ 0.52% |
$1.98K - $2.16K
|
4.88K
$394K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
22+ 0.87% |
$1.74K - $1.9K
|
2.55K
$206K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
20+ 1.54% |
$1.58K - $1.73K
|
1.32K
$107K
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
16+ 0.25% |
$1.27K - $1.38K
|
6.4K
$517K
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
15+ 0.59% |
$1.19K - $1.3K
|
2.54K
$205K
|
|
Nov 03, 2021
Q3 2021
|
Horrell Capital Management, Inc.
|
BUY
|
- |
14+ 1.56% |
$1.11K - $1.21K
|
914
$73.8K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
13+ 2.21% |
$1.03K - $1.12K
|
602
$48.6K
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.43% |
$949 - $1.04K
|
2.8K
$226K
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
9+ 0.1% |
$712 - $779
|
8.75K
$706K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
9+ 0.28% |
$712 - $779
|
3.25K
$262K
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
8+ 0.03% |
$633 - $692
|
29.1K
$2.35M
|
|
Nov 12, 2021
Q3 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
7+ 0.15% |
$554 - $606
|
4.66K
$377K
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$396 - $433
|
5
$404
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.38% |
$316 - $346
|
1.04K
$84.2K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.22% |
$316 - $346
|
1.82K
$147K
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.38% |
$237 - $260
|
784
$63.3K
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.35% |
$158 - $173
|
579
$46.8K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$79.1 - $86.5
|
3.2K
$258K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.03% |
$79.1 - $86.5
|
3.07K
$248K
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$79.1 - $86.5
|
2.71K
$219K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.49% |
$79.1 - $86.5
|
207
$16.7K
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$79.1 - $86.5
|
1
$80.8
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.57% |
$79.1 - $86.5
|
177
$14.3K
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
1+ 0.5% |
$79.1 - $86.5
|
202
$16.3K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-2- 0.36% |
$158 - $173
|
561
$45.3K
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-5- 0.03% |
$396 - $433
|
17.2K
$1.39M
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5- 0.03% |
$396 - $433
|
18.5K
$1.49M
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-6Closed |
$475 - $519
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-10- 0.18% |
$791 - $865
|
5.41K
$437K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-15- 0.04% |
$1.19K - $1.3K
|
33.8K
$2.73M
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-18- 0.12% |
$1.42K - $1.56K
|
14.6K
$1.18M
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 25.0% |
$1.58K - $1.73K
|
60
$4.85K
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-22- 0.03% |
$1.74K - $1.9K
|
66.7K
$5.39M
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-23Closed |
$1.82K - $1.99K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-23- 27.06% |
$1.82K - $1.99K
|
62
$5.01K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-29Closed |
$2.29K - $2.51K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-32Closed |
$2.53K - $2.77K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-32- 24.62% |
$2.53K - $2.77K
|
98
$7.91K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-34- 4.09% |
$2.69K - $2.94K
|
797
$64.4K
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-34- 0.59% |
$2.69K - $2.94K
|
5.73K
$463K
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-36- 8.98% |
$2.85K - $3.11K
|
365
$29.5K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-37Closed |
$2.93K - $3.2K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-38- 0.79% |
$3.01K - $3.29K
|
4.79K
$387K
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-39- 3.15% |
$3.09K - $3.37K
|
1.2K
$96.8K
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-40- 1.25% |
$3.16K - $3.46K
|
3.17K
$256K
|