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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
2.47K+ 23.93% |
$435K - $460K
|
12.8K
$2.85M
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
2.41K+ 46.37% |
$424K - $448K
|
7.61K
$1.69M
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
2.4K+ 16.52% |
$422K - $445K
|
16.9K
$3.76M
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
2.37KNew |
$417K - $441K
|
2.37K
$527K
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.35K+ 0.42% |
$413K - $437K
|
558K
$124M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.31K+ 4.34% |
$406K - $428K
|
55.4K
$12.3M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.28K+ 12.68% |
$402K - $424K
|
20.3K
$4.51M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.28K+ 45.95% |
$401K - $424K
|
7.24K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.27K+ 871.15% |
$398K - $421K
|
2.53K
$562K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.24K+ 53.41% |
$394K - $416K
|
6.43K
$1.43M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
2.19K+ 9.34% |
$385K - $406K
|
25.6K
$5.69M
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
2.11K+ 5.37% |
$370K - $391K
|
41.3K
$9.18M
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.09KNew |
$368K - $389K
|
2.09K
$465K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.06K+ 167.1% |
$363K - $383K
|
3.3K
$733K
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.06KNew |
$362K - $382K
|
2.06K
$457K
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.04K+ 1.95% |
$359K - $379K
|
107K
$23.7M
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2KNew |
$352K - $372K
|
2K
$445K
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2KNew |
$352K - $372K
|
2K
$445K
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.92KNew |
$337K - $357K
|
1.92K
$427K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.85K+ 16.02% |
$326K - $345K
|
13.4K
$2.99M
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.84KNew |
$324K - $342K
|
1.84K
$410K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1.83K+ 8.92% |
$323K - $341K
|
22.4K
$4.98M
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.83K+ 7.54% |
$321K - $339K
|
26K
$5.79M
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.82KNew |
$321K - $339K
|
1.82K
$405K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.81K+ 755.23% |
$318K - $336K
|
2.04K
$455K
|
|
Nov 12, 2021
Q3 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.76KNew |
$310K - $328K
|
1.76K
$392K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.72K+ 32.25% |
$303K - $320K
|
7.05K
$1.57M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.69KNew |
$297K - $314K
|
1.69K
$375K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.68K+ 5.59% |
$295K - $312K
|
31.7K
$7.04M
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.67K+ 3.53% |
$294K - $310K
|
48.9K
$10.9M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
1.66K+ 16.28% |
$291K - $308K
|
11.8K
$2.63M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.63KNew |
$286K - $302K
|
1.63K
$362K
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
1.6K+ 3.49% |
$281K - $297K
|
47.4K
$10.5M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.53K+ 25.64% |
$269K - $284K
|
7.49K
$1.67M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.53K+ 25.64% |
$269K - $284K
|
7.49K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.51KNew |
$266K - $281K
|
1.51K
$337K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
1.48K+ 8.89% |
$260K - $275K
|
18.1K
$4.03M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.47K+ 10.75% |
$258K - $273K
|
15.1K
$3.36M
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.45KNew |
$254K - $269K
|
1.45K
$322K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.41K+ 2.54% |
$248K - $262K
|
56.8K
$12.6M
|
|
Nov 15, 2021
Q3 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.37K+ 57.88% |
$241K - $255K
|
3.74K
$831K
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.37K+ 3.77% |
$240K - $254K
|
37.6K
$8.36M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.37KNew |
$240K - $254K
|
1.37K
$304K
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 4.21% |
$239K - $252K
|
33.6K
$7.47M
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.36K+ 12.53% |
$238K - $252K
|
12.2K
$2.71M
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.34K+ 443.05% |
$235K - $249K
|
1.64K
$365K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.33K+ 103.98% |
$235K - $248K
|
2.62K
$582K
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.33K+ 33.24% |
$234K - $248K
|
5.34K
$1.19M
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.32KNew |
$232K - $246K
|
1.32K
$294K
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.32K+ 10.19% |
$231K - $244K
|
14.2K
$3.16M
|