Purchases and Sales Made in Q3 2021 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-199- 9.63% |
$35K - $37K
|
1.87K
$416K
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-200Closed |
$35.2K - $37.2K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-200- 1.15% |
$35.2K - $37.2K
|
17.2K
$3.84M
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-200- 7.22% |
$35.2K - $37.2K
|
2.57K
$573K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-206- 3.93% |
$36.2K - $38.3K
|
5.04K
$1.12M
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-209- 87.08% |
$36.8K - $38.9K
|
31
$6.91K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-225- 4.0% |
$39.6K - $41.8K
|
5.4K
$1.2M
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-225Closed |
$39.6K - $41.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-228- 93.83% |
$40.1K - $42.4K
|
15
$3.35K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-229- 0.47% |
$40.3K - $42.6K
|
48.3K
$10.8M
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-231- 43.75% |
$40.6K - $42.9K
|
297
$66.2K
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-233- 11.99% |
$41K - $43.3K
|
1.71K
$381K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-236- 2.62% |
$41.5K - $43.9K
|
8.77K
$1.96M
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-244- 9.26% |
$42.9K - $45.4K
|
2.39K
$533K
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-250- 5.93% |
$44K - $46.5K
|
3.97K
$885K
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-250- 2.26% |
$44K - $46.5K
|
10.8K
$2.42M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-259- 0.76% |
$45.6K - $48.1K
|
33.8K
$7.54M
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-267- 4.07% |
$47K - $49.6K
|
6.29K
$1.4M
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-268- 0.66% |
$47.1K - $49.8K
|
40.2K
$8.97M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-268- 8.78% |
$47.1K - $49.8K
|
2.79K
$621K
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-270- 1.97% |
$47.5K - $50.2K
|
13.5K
$3M
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-271- 60.76% |
$47.7K - $50.4K
|
175
$39K
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-271- 16.48% |
$47.7K - $50.4K
|
1.37K
$306K
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-273- 6.5% |
$48K - $50.7K
|
3.92K
$875K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-287- 8.13% |
$50.5K - $53.4K
|
3.24K
$723K
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-294- 26.87% |
$51.7K - $54.7K
|
800
$178K
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-299- 10.28% |
$52.6K - $55.6K
|
2.61K
$582K
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
SELL
|
- |
-299- 1.89% |
$52.6K - $55.6K
|
15.6K
$3.47M
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-300- 80.0% |
$52.8K - $55.8K
|
75
$16.7K
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-302- 16.67% |
$53.1K - $56.1K
|
1.51K
$337K
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-308- 18.49% |
$54.2K - $57.3K
|
1.36K
$303K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-311- 1.77% |
$54.7K - $57.8K
|
17.3K
$3.85M
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-316Closed |
$55.6K - $58.7K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-320- 18.21% |
$56.3K - $59.5K
|
1.44K
$320K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-320- 2.09% |
$56.3K - $59.5K
|
15K
$3.34M
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-323- 25.1% |
$56.8K - $60K
|
964
$215K
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-335- 4.02% |
$58.9K - $62.3K
|
8K
$1.78M
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-357- 4.11% |
$62.8K - $66.4K
|
8.33K
$1.86M
|
|
Nov 04, 2021
Q3 2021
|
Kennicott Capital Management LLC
|
SELL
|
- |
-365- 1.14% |
$64.2K - $67.8K
|
31.7K
$7.06M
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
SELL
|
- |
-370- 0.62% |
$65.1K - $68.8K
|
59.7K
$13.3M
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-373- 2.76% |
$65.6K - $69.3K
|
13.1K
$2.93M
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-381- 3.51% |
$67K - $70.8K
|
10.5K
$2.34M
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-381- 35.15% |
$67K - $70.8K
|
703
$157K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-383- 3.27% |
$67.4K - $71.2K
|
11.3K
$2.53M
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-386- 3.75% |
$67.9K - $71.8K
|
9.91K
$2.21M
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-393- 56.63% |
$69.1K - $73.1K
|
301
$67.1K
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-398- 2.99% |
$70K - $74K
|
12.9K
$2.88M
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-400- 10.85% |
$70.4K - $74.4K
|
3.29K
$733K
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-403- 13.05% |
$70.9K - $74.9K
|
2.69K
$599K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-417- 1.84% |
$73.4K - $77.5K
|
22.2K
$4.95M
|