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
|
Leuthold Group, LLC
|
BUY
|
- |
18+ 0.22% |
$3.17K - $3.35K
|
8.04K
$1.79M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 6.83% |
$2.99K - $3.16K
|
266
$59.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
16+ 0.25% |
$2.81K - $2.97K
|
6.44K
$1.43M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
15+ 0.74% |
$2.64K - $2.79K
|
2.04K
$453K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 0.78% |
$2.46K - $2.6K
|
1.8K
$401K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
14+ 0.93% |
$2.46K - $2.6K
|
1.52K
$339K
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
14+ 0.35% |
$2.46K - $2.6K
|
3.99K
$886K
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
12+ 0.98% |
$2.11K - $2.23K
|
1.24K
$276K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
12+ 0.22% |
$2.11K - $2.23K
|
5.5K
$1.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.04% |
$1.94K - $2.04K
|
31.1K
$6.92M
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
11New |
$1.94K - $2.04K
|
11
$2.45K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10+ 0.73% |
$1.76K - $1.86K
|
1.37K
$306K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 10.0% |
$1.41K - $1.49K
|
88
$19.6K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7+ 0.62% |
$1.23K - $1.3K
|
1.14K
$254K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6+ 1.06% |
$1.06K - $1.12K
|
574
$128K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6+ 0.2% |
$1.06K - $1.12K
|
2.93K
$652K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.07% |
$704 - $744
|
5.35K
$1.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 1.36% |
$704 - $744
|
298
$66.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.18% |
$704 - $744
|
2.28K
$506K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3+ 0.17% |
$528 - $558
|
1.79K
$398K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 0.11% |
$352 - $372
|
1.87K
$416K
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.15% |
$352 - $372
|
1.31K
$292K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.11% |
$352 - $372
|
1.84K
$410K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.19% |
$352 - $372
|
1.08K
$239K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.12% |
$352 - $372
|
1.72K
$383K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
1+ 0.02% |
$176 - $186
|
4.98K
$1.11M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.05% |
$176 - $186
|
2.18K
$484K
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.04% |
$176 - $186
|
2.25K
$500K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.1% |
$176 - $186
|
1.03K
$229K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1+ 0.06% |
$176 - $186
|
1.61K
$358K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.01% |
$176 - $186
|
15K
$3.33M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 5.88% |
$176 - $186
|
18
$4K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$176 - $186
|
575
$128K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.95% |
$176 - $186
|
106
$23.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.14% |
$176 - $186
|
715
$159K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.23% |
$176 - $186
|
443
$98.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.27% |
$176 - $186
|
370
$82.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1- 0.02% |
$176 - $186
|
5.64K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1Closed |
$176 - $186
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-4- 0.02% |
$704 - $744
|
21.7K
$4.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 0.84% |
$880 - $929
|
591
$131K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-5- 0.1% |
$880 - $929
|
5.05K
$1.12M
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-6- 0.12% |
$1.06K - $1.12K
|
4.98K
$1.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6- 1.69% |
$1.06K - $1.12K
|
348
$77.4K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.47% |
$1.06K - $1.12K
|
1.28K
$285K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-7- 0.35% |
$1.23K - $1.3K
|
1.99K
$441K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-8Closed |
$1.41K - $1.49K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-8- 0.32% |
$1.41K - $1.49K
|
2.48K
$551K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-8- 0.49% |
$1.41K - $1.49K
|
1.63K
$363K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-8- 0.43% |
$1.41K - $1.49K
|
1.86K
$415K
|