Purchases and Sales Made in Q2 2021 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q2 2021. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR-CONSUMER DI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
799+ 3.71% |
$133K - $144K
|
22.3K
$4.46M
|
|
Aug 11, 2021
Q2 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
792+ 8.99% |
$132K - $142K
|
9.6K
$1.92M
|
|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
786+ 2.94% |
$131K - $141K
|
27.5K
$5.49M
|
|
Oct 28, 2021
Q2 2021
|
Innova Wealth Partners
|
BUY
|
- |
779+ 2.9% |
$130K - $140K
|
27.7K
$5.52M
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
745+ 2.24% |
$124K - $134K
|
34.1K
$6.8M
|
|
Jul 08, 2021
Q2 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
723+ 27.76% |
$120K - $130K
|
3.33K
$664K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
714New |
$119K - $128K
|
714
$143K
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
708+ 7.48% |
$118K - $127K
|
10.2K
$2.03M
|
|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
700New |
$117K - $126K
|
700
$140K
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
671+ 1.52% |
$112K - $121K
|
44.9K
$8.96M
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
668+ 7.75% |
$111K - $120K
|
9.29K
$1.85M
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
665+ 2.87% |
$111K - $120K
|
23.8K
$4.76M
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
652+ 4.32% |
$109K - $117K
|
15.8K
$3.14M
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
638+ 5.68% |
$106K - $115K
|
11.9K
$2.37M
|
|
Jul 26, 2021
Q2 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
637+ 42.49% |
$106K - $115K
|
2.14K
$426K
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
629+ 1.13% |
$105K - $113K
|
56.3K
$11.2M
|
|
Jul 28, 2021
Q2 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
624+ 12.45% |
$104K - $112K
|
5.64K
$1.13M
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
595+ 1.91% |
$99.2K - $107K
|
31.7K
$6.32M
|
|
Jul 07, 2021
Q2 2021
|
In Track Investment Management Inc
|
BUY
|
- |
584+ 15.5% |
$97.3K - $105K
|
4.35K
$869K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
582+ 4.56% |
$97K - $105K
|
13.4K
$2.67M
|
|
Jul 21, 2021
Q2 2021
|
Chicago Trust CO Na
|
BUY
|
- |
575+ 31.28% |
$95.8K - $103K
|
2.41K
$482K
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
531+ 44.14% |
$88.5K - $95.5K
|
1.73K
$346K
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
526+ 8.45% |
$87.7K - $94.6K
|
6.75K
$1.35M
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
518+ 11.79% |
$86.3K - $93.2K
|
4.91K
$981K
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
514+ 18.67% |
$85.7K - $92.5K
|
3.27K
$652K
|
|
Aug 05, 2021
Q2 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
507+ 29.56% |
$84.5K - $91.2K
|
2.22K
$444K
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
500+ 793.65% |
$83.3K - $89.9K
|
563
$112K
|
|
Aug 12, 2021
Q2 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
498+ 0.59% |
$83K - $89.6K
|
84.9K
$17M
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
494New |
$82.3K - $88.9K
|
494
$98.6K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
489+ 0.92% |
$81.5K - $88K
|
53.9K
$10.8M
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
485+ 25.45% |
$80.8K - $87.2K
|
2.39K
$477K
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
481+ 9.29% |
$80.2K - $86.5K
|
5.66K
$1.13M
|
|
Aug 09, 2021
Q2 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
473+ 15.98% |
$78.8K - $85.1K
|
3.43K
$685K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
471+ 10.71% |
$78.5K - $84.7K
|
4.87K
$972K
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
466+ 3.64% |
$77.7K - $83.8K
|
13.3K
$2.65M
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
461+ 439.05% |
$76.8K - $82.9K
|
566
$113K
|
|
Aug 16, 2021
Q2 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
450+ 8.03% |
$75K - $80.9K
|
6.06K
$1.21M
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
445+ 1.94% |
$74.2K - $80K
|
23.4K
$4.67M
|
|
Jul 14, 2021
Q2 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
440+ 17.96% |
$73.3K - $79.1K
|
2.89K
$577K
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
435+ 8.6% |
$72.5K - $78.2K
|
5.49K
$1.1M
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
430+ 4.07% |
$71.7K - $77.3K
|
11K
$2.2M
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
426+ 17.61% |
$71K - $76.6K
|
2.85K
$568K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
419+ 2.72% |
$69.8K - $75.4K
|
15.8K
$3.16M
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
411+ 1.26% |
$68.5K - $73.9K
|
33.2K
$6.62M
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
407+ 15.98% |
$67.8K - $73.2K
|
2.95K
$590K
|
|
Jul 20, 2021
Q2 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
400+ 4.05% |
$66.7K - $71.9K
|
10.3K
$2.05M
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
397+ 6.78% |
$66.2K - $71.4K
|
6.25K
$1.25M
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
392+ 4.55% |
$65.3K - $70.5K
|
9K
$1.8M
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
392+ 12.9% |
$65.3K - $70.5K
|
3.43K
$685K
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
385+ 12.25% |
$64.2K - $69.2K
|
3.53K
$704K
|