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 |
|---|---|---|---|---|---|---|---|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
285+ 4.35% |
$50.1K - $53K
|
6.84K
$1.52M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
280+ 5.16% |
$49.3K - $52K
|
5.7K
$1.27M
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
277+ 11.32% |
$48.7K - $51.5K
|
2.72K
$606K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
264+ 5.85% |
$46.4K - $49.1K
|
4.77K
$1.06M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
262+ 13.17% |
$46.1K - $48.7K
|
2.25K
$501K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
251New |
$44.2K - $46.7K
|
251
$55.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
247+ 2.89% |
$43.5K - $45.9K
|
8.79K
$1.95M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
238+ 3.96% |
$41.9K - $44.2K
|
6.25K
$1.39M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
235+ 2.24% |
$41.3K - $43.7K
|
10.7K
$2.39M
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
234+ 0.77% |
$41.2K - $43.5K
|
30.5K
$6.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
233+ 7.13% |
$41K - $43.3K
|
3.5K
$778K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
219+ 1.04% |
$38.5K - $40.7K
|
21.3K
$4.73M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
218+ 1.66% |
$38.4K - $40.5K
|
13.3K
$2.96M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
218+ 0.99% |
$38.4K - $40.5K
|
22.2K
$4.95M
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
216+ 8.69% |
$38K - $40.2K
|
2.7K
$601K
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
213+ 22.56% |
$37.5K - $39.6K
|
1.16K
$257K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
210+ 11.59% |
$36.9K - $39K
|
2.02K
$450K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
210+ 7.91% |
$36.9K - $39K
|
2.87K
$637K
|
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
202+ 2.27% |
$35.5K - $37.5K
|
9.11K
$2.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
200+ 3.98% |
$35.2K - $37.2K
|
5.22K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200New |
$35.2K - $37.2K
|
200
$44.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
197New |
$34.7K - $36.6K
|
197
$43.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
196+ 8.2% |
$34.5K - $36.4K
|
2.59K
$575K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
195+ 7.37% |
$34.3K - $36.2K
|
2.84K
$632K
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
186+ 9.51% |
$32.7K - $34.6K
|
2.14K
$476K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
177+ 9.78% |
$31.1K - $32.9K
|
1.99K
$442K
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
171+ 12.56% |
$30.1K - $31.8K
|
1.53K
$341K
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
BUY
|
- |
169+ 9.95% |
$29.7K - $31.4K
|
1.87K
$415K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
165+ 1.85% |
$29K - $30.7K
|
9.07K
$2.02M
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
162+ 2.53% |
$28.5K - $30.1K
|
6.56K
$1.46M
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
160+ 4.81% |
$28.1K - $29.7K
|
3.49K
$775K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
156+ 7.02% |
$27.4K - $29K
|
2.38K
$529K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
155+ 0.49% |
$27.3K - $28.8K
|
31.8K
$7.08M
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
150+ 7.18% |
$26.4K - $27.9K
|
2.24K
$498K
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
148+ 0.7% |
$26K - $27.5K
|
21.3K
$4.74M
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
BUY
|
- |
145+ 2.14% |
$25.5K - $27K
|
6.93K
$1.54M
|
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
143New |
$25.2K - $26.6K
|
143
$31.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
138+ 0.66% |
$24.3K - $25.7K
|
21.1K
$4.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
137+ 9.1% |
$24.1K - $25.5K
|
1.64K
$365K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
135+ 3.6% |
$23.8K - $25.1K
|
3.88K
$863K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
130+ 1.32% |
$22.9K - $24.2K
|
9.96K
$2.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
130+ 10.12% |
$22.9K - $24.2K
|
1.42K
$315K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
125+ 8.57% |
$22K - $23.2K
|
1.58K
$352K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
123+ 7.26% |
$21.6K - $22.9K
|
1.82K
$404K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
122+ 2.38% |
$21.5K - $22.7K
|
5.26K
$1.17M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
120+ 7.48% |
$21.1K - $22.3K
|
1.73K
$384K
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
119+ 1.32% |
$20.9K - $22.1K
|
9.16K
$2.04M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
118New |
$20.8K - $21.9K
|
118
$26.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
117+ 0.81% |
$20.6K - $21.7K
|
14.5K
$3.23M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
114+ 6.57% |
$20.1K - $21.2K
|
1.85K
$411K
|