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 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
690+ 6.18% |
$121K - $128K
|
11.9K
$2.64M
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
672+ 20.24% |
$118K - $125K
|
3.99K
$888K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
662+ 75.4% |
$116K - $123K
|
1.54K
$342K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
651+ 6.86% |
$115K - $121K
|
10.1K
$2.26M
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
640+ 13.03% |
$113K - $119K
|
5.55K
$1.23M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
632+ 10.11% |
$111K - $117K
|
6.89K
$1.53M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
622+ 34.33% |
$109K - $116K
|
2.43K
$541K
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
612+ 4.18% |
$108K - $114K
|
15.3K
$3.39M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
604+ 23.97% |
$106K - $112K
|
3.12K
$695K
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
596+ 41.48% |
$105K - $111K
|
2.03K
$452K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
592+ 23.82% |
$104K - $110K
|
3.08K
$684K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
590+ 11.63% |
$104K - $110K
|
5.66K
$1.26M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
561+ 4.83% |
$98.7K - $104K
|
12.2K
$2.71M
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
555+ 19.47% |
$97.6K - $103K
|
3.41K
$757K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
554+ 6.89% |
$97.5K - $103K
|
8.6K
$1.91M
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
545+ 3.75% |
$95.9K - $101K
|
15.1K
$3.35M
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
542+ 7.46% |
$95.4K - $101K
|
7.81K
$1.74M
|
|
Nov 05, 2021
Q3 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
525+ 1.6% |
$92.4K - $97.6K
|
33.3K
$7.4M
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
510+ 3.4% |
$89.7K - $94.8K
|
15.5K
$3.45M
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
509+ 10.18% |
$89.5K - $94.6K
|
5.51K
$1.22M
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
497+ 0.29% |
$87.4K - $92.4K
|
171K
$38.1M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
487+ 3.65% |
$85.7K - $90.5K
|
13.8K
$3.08M
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
487+ 21.22% |
$85.7K - $90.5K
|
2.78K
$619K
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
480+ 3.18% |
$84.4K - $89.2K
|
15.6K
$3.46M
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
473+ 8.57% |
$83.2K - $87.9K
|
6K
$1.33M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
463+ 3.9% |
$81.5K - $86.1K
|
12.3K
$2.74M
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
463+ 11.36% |
$81.5K - $86.1K
|
4.54K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
452+ 10.43% |
$79.5K - $84K
|
4.79K
$1.06M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
445+ 15.25% |
$78.3K - $82.7K
|
3.36K
$748K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
441+ 1.87% |
$77.6K - $82K
|
24K
$5.34M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
432+ 5.69% |
$76K - $80.3K
|
8.02K
$1.78M
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
427+ 11.3% |
$75.1K - $79.4K
|
4.21K
$936K
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
424+ 3.5% |
$74.6K - $78.8K
|
12.5K
$2.79M
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
413New |
$72.7K - $76.8K
|
413
$91.8K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
410+ 3.26% |
$72.1K - $76.2K
|
13K
$2.89M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
408+ 34.03% |
$71.8K - $75.8K
|
1.61K
$357K
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
396+ 1.5% |
$69.7K - $73.6K
|
26.7K
$5.95M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
396+ 12.58% |
$69.7K - $73.6K
|
3.54K
$788K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
386New |
$67.9K - $71.8K
|
386
$85.8K
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
370+ 1.18% |
$65.1K - $68.8K
|
31.6K
$7.03M
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
368+ 17.23% |
$64.7K - $68.4K
|
2.5K
$557K
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
363+ 1.33% |
$63.9K - $67.5K
|
27.6K
$6.15M
|
|
Nov 18, 2021
Q3 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
350+ 1.16% |
$61.6K - $65.1K
|
30.4K
$6.77M
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
345+ 2.25% |
$60.7K - $64.1K
|
15.6K
$3.48M
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
332+ 1.82% |
$58.4K - $61.7K
|
18.6K
$4.13M
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
324+ 0.8% |
$57K - $60.2K
|
40.6K
$9.02M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
319+ 13.23% |
$56.1K - $59.3K
|
2.73K
$607K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
291+ 7.24% |
$51.2K - $54.1K
|
4.31K
$959K
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
288+ 2.96% |
$50.7K - $53.5K
|
10K
$2.23M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
288+ 6.17% |
$50.7K - $53.5K
|
4.96K
$1.1M
|