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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.53K+ 17.86% |
$122K - $139K
|
10.1K
$899K
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.4K+ 6.72% |
$112K - $127K
|
22.3K
$1.98M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.4K+ 4.35% |
$112K - $127K
|
33.6K
$2.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.39K+ 19.39% |
$111K - $126K
|
8.57K
$763K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.39K+ 20.23% |
$111K - $126K
|
8.27K
$736K
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
1.38K+ 2.17% |
$110K - $125K
|
65.1K
$5.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
1.38K+ 197.56% |
$110K - $125K
|
2.07K
$185K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.37K+ 42.01% |
$110K - $124K
|
4.65K
$413K
|
|
|
Jan 18, 2022
Q4 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.33K+ 2.85% |
$107K - $121K
|
48.1K
$4.28M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
1.31KNew |
$105K - $119K
|
1.31K
$116K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
1.3KNew |
$104K - $118K
|
1.3K
$116K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.29K+ 3.06% |
$103K - $117K
|
43.5K
$3.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.22K+ 63.01% |
$97.9K - $111K
|
3.16K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.21K+ 3.18% |
$96.8K - $110K
|
39.3K
$3.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 3.23% |
$96.7K - $110K
|
38.7K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.2K+ 2.66% |
$95.7K - $108K
|
46.2K
$4.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.18K+ 31.82% |
$94.7K - $107K
|
4.9K
$436K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.18K+ 31.82% |
$94.7K - $107K
|
4.9K
$436K
|
|
|
Feb 07, 2022
Q4 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
1.18K+ 42.47% |
$94.6K - $107K
|
3.97K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.18K+ 7.91% |
$94.4K - $107K
|
16.1K
$1.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.11K+ 2.17% |
$88.4K - $100K
|
51.9K
$4.62M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.08KNew |
$86.6K - $98K
|
1.08K
$96.3K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.07K+ 16.24% |
$85.3K - $96.6K
|
7.63K
$679K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 4.57% |
$83.1K - $94.1K
|
23.8K
$2.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1K+ 18.58% |
$80K - $90.6K
|
6.38K
$568K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
981+ 13.57% |
$78.5K - $88.9K
|
8.21K
$731K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
971+ 19.1% |
$77.7K - $88K
|
6.06K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
964+ 3.96% |
$77.1K - $87.3K
|
25.3K
$2.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
900+ 18.35% |
$72K - $81.5K
|
5.81K
$517K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
891+ 0.95% |
$71.3K - $80.7K
|
94.9K
$8.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
890+ 32.54% |
$71.2K - $80.6K
|
3.63K
$323K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
890+ 2.36% |
$71.2K - $80.6K
|
38.6K
$3.43M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
877+ 0.77% |
$70.2K - $79.5K
|
115K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
875+ 2.59% |
$70K - $79.3K
|
34.7K
$3.09M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
846New |
$67.7K - $76.7K
|
846
$75.3K
|
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
842+ 20.18% |
$67.4K - $76.3K
|
5.01K
$446K
|
|
|
Feb 11, 2022
Q4 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
841+ 1.85% |
$67.3K - $76.2K
|
46.3K
$4.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
835+ 12.26% |
$66.8K - $75.7K
|
7.65K
$681K
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
833+ 18.71% |
$66.7K - $75.5K
|
5.28K
$470K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
786+ 2.87% |
$62.9K - $71.2K
|
28.2K
$2.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
782+ 7.1% |
$62.6K - $70.9K
|
11.8K
$1.05M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
760New |
$60.8K - $68.9K
|
760
$67.6K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
753+ 8.81% |
$60.3K - $68.2K
|
9.3K
$827K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
750New |
$60K - $68K
|
750
$66.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
749+ 9.08% |
$59.9K - $67.9K
|
9K
$801K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
728New |
$58.3K - $66K
|
728
$64.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
725+ 5.25% |
$58K - $65.7K
|
14.5K
$1.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
697+ 5.4% |
$55.8K - $63.2K
|
13.6K
$1.21M
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
686+ 0.97% |
$54.9K - $62.2K
|
71.2K
$6.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
683+ 16.34% |
$54.7K - $61.9K
|
4.86K
$433K
|