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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
80+ 81.63% |
$6.4K - $7.25K
|
178
$15.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
80New |
$6.4K - $7.25K
|
80
$7.1K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
80New |
$6.4K - $7.25K
|
80
$7.1K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
78New |
$6.24K - $7.07K
|
78
$6.93K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
75+ 0.65% |
$6K - $6.8K
|
11.5K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
67New |
$5.36K - $6.07K
|
67
$5.95K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
65New |
$5.2K - $5.89K
|
65
$5.77K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
60+ 1.14% |
$4.8K - $5.44K
|
5.33K
$473K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
58+ 1.2% |
$4.64K - $5.26K
|
4.9K
$435K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
56New |
$4.48K - $5.07K
|
56
$4.97K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
54+ 0.56% |
$4.32K - $4.89K
|
9.73K
$863K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
53+ 0.18% |
$4.24K - $4.8K
|
29.7K
$2.64M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
52+ 0.11% |
$4.16K - $4.71K
|
45.7K
$4.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
51+ 0.92% |
$4.08K - $4.62K
|
5.62K
$499K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
50New |
$4K - $4.53K
|
50
$4.44K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
50New |
$4K - $4.53K
|
50
$4.44K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
49+ 1.32% |
$3.92K - $4.44K
|
3.77K
$335K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
48+ 0.75% |
$3.84K - $4.35K
|
6.45K
$573K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
45+ 0.8% |
$3.6K - $4.08K
|
5.69K
$505K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
44New |
$3.52K - $3.99K
|
44
$3.91K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
43+ 0.22% |
$3.44K - $3.9K
|
19.5K
$1.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
42New |
$3.36K - $3.81K
|
42
$3.73K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.41% |
$3.2K - $3.62K
|
9.68K
$860K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$3.2K - $3.62K
|
40
$3.55K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
40+ 10.67% |
$3.2K - $3.62K
|
415
$36.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
39+ 3.53% |
$3.12K - $3.53K
|
1.14K
$101K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
39+ 5.64% |
$3.12K - $3.53K
|
730
$64.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
38New |
$3.04K - $3.44K
|
38
$3.37K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
38+ 2.25% |
$3.04K - $3.44K
|
1.73K
$153K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
35+ 9.97% |
$2.8K - $3.17K
|
386
$34.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
35+ 0.65% |
$2.8K - $3.17K
|
5.45K
$484K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
34+ 0.62% |
$2.72K - $3.08K
|
5.53K
$491K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
34+ 1.12% |
$2.72K - $3.08K
|
3.06K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
33+ 0.4% |
$2.64K - $2.99K
|
8.2K
$728K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33New |
$2.64K - $2.99K
|
33
$2.93K
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
32+ 0.22% |
$2.56K - $2.9K
|
14.3K
$1.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
29+ 2.81% |
$2.32K - $2.63K
|
1.06K
$94.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
27+ 1.06% |
$2.16K - $2.45K
|
2.57K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
26New |
$2.08K - $2.36K
|
26
$2.31K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26+ 0.87% |
$2.08K - $2.36K
|
3.03K
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25+ 3.5% |
$2K - $2.27K
|
739
$65.6K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
19+ 9.18% |
$1.52K - $1.72K
|
226
$20.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
19+ 1.0% |
$1.52K - $1.72K
|
1.92K
$170K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
17New |
$1.36K - $1.54K
|
17
$1.51K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
16+ 0.17% |
$1.28K - $1.45K
|
9.53K
$846K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
15New |
$1.2K - $1.36K
|
15
$1.33K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
14+ 0.5% |
$1.12K - $1.27K
|
2.81K
$250K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
12+ 6.0% |
$960 - $1.09K
|
212
$18.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
12+ 0.11% |
$960 - $1.09K
|
10.7K
$953K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.32% |
$880 - $997
|
3.41K
$303K
|