Purchases and Sales Made in Q4 2021 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.23K+ 2.36% |
$418K - $473K
|
227K
$20.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
5.18K+ 77.02% |
$414K - $469K
|
11.9K
$1.06M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
5.09K+ 14.36% |
$407K - $461K
|
40.5K
$3.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
5.09KNew |
$407K - $461K
|
5.09K
$452K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.09K+ 8.22% |
$407K - $461K
|
67K
$5.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.01KNew |
$401K - $454K
|
5.01K
$444K
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
4.94KNew |
$395K - $447K
|
4.94K
$438K
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4.88K+ 8.36% |
$390K - $442K
|
63.3K
$5.62M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.82KNew |
$386K - $437K
|
4.82K
$428K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.7K+ 20.63% |
$376K - $425K
|
27.5K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.61K+ 5.17% |
$369K - $418K
|
93.7K
$8.32M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.57K+ 228.84% |
$366K - $414K
|
6.57K
$583K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.56K+ 69.13% |
$365K - $413K
|
11.2K
$991K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.54K+ 3.7% |
$363K - $412K
|
127K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.54K+ 1.52% |
$363K - $411K
|
304K
$27M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
4.33K+ 25.48% |
$346K - $392K
|
21.3K
$1.89M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.33K+ 34.01% |
$346K - $392K
|
17.1K
$1.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.25K+ 31.54% |
$340K - $385K
|
17.7K
$1.57M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.19KNew |
$335K - $380K
|
4.19K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.05K+ 3.93% |
$324K - $367K
|
107K
$9.5M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.01KNew |
$321K - $363K
|
4.01K
$356K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.91KNew |
$313K - $354K
|
3.91K
$347K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3.83KNew |
$306K - $347K
|
3.83K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.81K+ 19.28% |
$305K - $345K
|
23.6K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.74K+ 3.93% |
$299K - $339K
|
98.9K
$8.78M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
3.7K+ 7.76% |
$296K - $335K
|
51.4K
$4.56M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.62K+ 14.18% |
$289K - $328K
|
29.1K
$2.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.51KNew |
$281K - $318K
|
3.51K
$311K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.38K+ 12.72% |
$270K - $306K
|
29.9K
$2.66M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.35KNew |
$268K - $303K
|
3.35K
$297K
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.31KNew |
$265K - $300K
|
3.31K
$294K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3.3K+ 6.97% |
$264K - $299K
|
50.7K
$4.5M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
3.28KNew |
$263K - $297K
|
3.28K
$291K
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
BUY
|
- |
3.24KNew |
$259K - $293K
|
3.24K
$287K
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.22K+ 89.76% |
$257K - $291K
|
6.8K
$604K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$256K - $290K
|
3.2K
$284K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.17K+ 18.07% |
$253K - $287K
|
20.7K
$1.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.12K+ 16.51% |
$250K - $283K
|
22K
$1.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.11K+ 7.3% |
$249K - $281K
|
45.7K
$4.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.1KNew |
$248K - $281K
|
3.1K
$276K
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.1KNew |
$248K - $281K
|
3.1K
$276K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
3.09KNew |
$247K - $280K
|
3.09K
$274K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.04K+ 118.84% |
$243K - $275K
|
5.6K
$497K
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
3.03KNew |
$242K - $274K
|
3.03K
$269K
|
|
|
Feb 07, 2022
Q4 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.89K+ 32.11% |
$231K - $262K
|
11.9K
$1.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.85KNew |
$228K - $258K
|
2.85K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.82K+ 45.31% |
$226K - $256K
|
9.05K
$804K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
2.76KNew |
$221K - $250K
|
2.76K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
2.72KNew |
$218K - $247K
|
2.72K
$242K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
2.68KNew |
$214K - $243K
|
2.68K
$238K
|