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 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
112+ 1.87% |
$19.7K - $20.8K
|
6.1K
$1.36M
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
110New |
$19.4K - $20.4K
|
110
$24.5K
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
107+ 4.38% |
$18.8K - $19.9K
|
2.55K
$567K
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
105+ 0.9% |
$18.5K - $19.5K
|
11.8K
$2.62M
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
104+ 6.84% |
$18.3K - $19.3K
|
1.63K
$361K
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
101New |
$17.8K - $18.8K
|
101
$22.5K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
101+ 1.05% |
$17.8K - $18.8K
|
9.68K
$2.15M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100+ 17.67% |
$17.6K - $18.6K
|
666
$148K
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
95New |
$16.7K - $17.7K
|
95
$21.1K
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
92+ 32.97% |
$16.2K - $17.1K
|
371
$82.5K
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
91+ 1.22% |
$16K - $16.9K
|
7.55K
$1.68M
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
88+ 1.2% |
$15.5K - $16.4K
|
7.44K
$1.66M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
87+ 0.36% |
$15.3K - $16.2K
|
24K
$5.33M
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
87+ 8.5% |
$15.3K - $16.2K
|
1.11K
$247K
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
85+ 4.34% |
$15K - $15.8K
|
2.05K
$455K
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
84+ 0.41% |
$14.8K - $15.6K
|
20.4K
$4.53M
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
84+ 2.04% |
$14.8K - $15.6K
|
4.2K
$935K
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
81+ 1.61% |
$14.3K - $15.1K
|
5.12K
$1.14M
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
81+ 1.63% |
$14.3K - $15.1K
|
5.04K
$1.12M
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
79+ 1.27% |
$13.9K - $14.7K
|
6.28K
$1.4M
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
78+ 1.12% |
$13.7K - $14.5K
|
7.06K
$1.57M
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
75+ 17.94% |
$13.2K - $13.9K
|
493
$110K
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
70+ 1.96% |
$12.3K - $13K
|
3.65K
$811K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
68+ 4.92% |
$12K - $12.6K
|
1.45K
$322K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
65New |
$11.4K - $12.1K
|
65
$14.5K
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
65+ 2.25% |
$11.4K - $12.1K
|
2.96K
$657K
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
64+ 0.11% |
$11.3K - $11.9K
|
56K
$12.5M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
64+ 0.19% |
$11.3K - $11.9K
|
34K
$7.56M
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
62+ 3.13% |
$10.9K - $11.5K
|
2.04K
$454K
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
57+ 2.7% |
$10K - $10.6K
|
2.17K
$483K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
52New |
$9.15K - $9.67K
|
52
$11.6K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50+ 2.03% |
$8.8K - $9.29K
|
2.52K
$560K
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
50+ 3.68% |
$8.8K - $9.29K
|
1.41K
$313K
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
46+ 16.25% |
$8.09K - $8.55K
|
329
$73.2K
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
45+ 0.98% |
$7.92K - $8.37K
|
4.64K
$1.03M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
41+ 0.61% |
$7.21K - $7.62K
|
6.79K
$1.51M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
41+ 0.61% |
$7.21K - $7.62K
|
6.79K
$1.51M
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
40+ 10.96% |
$7.04K - $7.44K
|
405
$90.1K
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
40+ 0.42% |
$7.04K - $7.44K
|
9.65K
$2.15M
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
38+ 1.67% |
$6.69K - $7.06K
|
2.31K
$514K
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
35+ 1.41% |
$6.16K - $6.51K
|
2.52K
$560K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
32+ 2.48% |
$5.63K - $5.95K
|
1.32K
$294K
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
29+ 414.29% |
$5.1K - $5.39K
|
36
$8.01K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
29+ 1.67% |
$5.1K - $5.39K
|
1.76K
$392K
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
27+ 0.44% |
$4.75K - $5.02K
|
6.18K
$1.37M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
26New |
$4.57K - $4.83K
|
26
$5.78K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
26+ 3.32% |
$4.57K - $4.83K
|
809
$180K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
25+ 3.92% |
$4.4K - $4.65K
|
663
$147K
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25+ 2.02% |
$4.4K - $4.65K
|
1.27K
$281K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
24+ 2.51% |
$4.22K - $4.46K
|
980
$218K
|