Purchases and Sales Made in Q4 2021 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
210New |
$37.7K - $44.4K
|
210
$46.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
207+ 0.65% |
$37.1K - $43.8K
|
31.8K
$7.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
197+ 3.5% |
$35.3K - $41.6K
|
5.83K
$1.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
197+ 0.37% |
$35.3K - $41.6K
|
54K
$12M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
192+ 1.66% |
$34.4K - $40.6K
|
11.8K
$2.62M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
191+ 12.86% |
$34.3K - $40.4K
|
1.68K
$374K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
189+ 1260.0% |
$33.9K - $40K
|
204
$45.5K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
184New |
$33K - $38.9K
|
184
$41K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
179New |
$32.1K - $37.8K
|
179
$39.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
173+ 13.68% |
$31K - $36.6K
|
1.44K
$321K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
173+ 6.69% |
$31K - $36.6K
|
2.76K
$616K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
172+ 4.84% |
$30.9K - $36.4K
|
3.73K
$831K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
169+ 3.22% |
$30.3K - $35.7K
|
5.43K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
169New |
$30.3K - $35.7K
|
169
$37.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
166+ 11.07% |
$29.8K - $35.1K
|
1.67K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
161New |
$28.9K - $34K
|
161
$35.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
161+ 3.23% |
$28.9K - $34K
|
5.14K
$1.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
160+ 1.82% |
$28.7K - $33.8K
|
8.95K
$2M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
159+ 4.98% |
$28.5K - $33.6K
|
3.35K
$748K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
154+ 2.24% |
$27.6K - $32.6K
|
7.04K
$1.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
154+ 2.46% |
$27.6K - $32.6K
|
6.41K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
152+ 2.49% |
$27.3K - $32.1K
|
6.25K
$1.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
150+ 0.99% |
$26.9K - $31.7K
|
15.3K
$3.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
148+ 3.14% |
$26.5K - $31.3K
|
4.85K
$1.08M
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
147+ 6.86% |
$26.4K - $31.1K
|
2.29K
$510K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
147+ 2.35% |
$26.4K - $31.1K
|
6.4K
$1.43M
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
147+ 2.49% |
$26.4K - $31.1K
|
6.05K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
144+ 2.22% |
$25.8K - $30.4K
|
6.62K
$1.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
141+ 1.48% |
$25.3K - $29.8K
|
9.64K
$2.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
137+ 77.4% |
$24.6K - $29K
|
314
$70K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
136New |
$24.4K - $28.8K
|
136
$30.3K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
136New |
$24.4K - $28.8K
|
136
$30.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
135+ 4.71% |
$24.2K - $28.5K
|
3K
$669K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
132New |
$23.7K - $27.9K
|
132
$29.4K
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
130+ 1.35% |
$23.3K - $27.5K
|
9.78K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
130+ 10.51% |
$23.3K - $27.5K
|
1.37K
$305K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
127+ 3.87% |
$22.8K - $26.9K
|
3.41K
$759K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
121+ 1.77% |
$21.7K - $25.6K
|
6.97K
$1.55M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
120+ 0.57% |
$21.5K - $25.4K
|
21.2K
$4.74M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
116+ 0.67% |
$20.8K - $24.5K
|
17.4K
$3.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
114+ 0.94% |
$20.4K - $24.1K
|
12.3K
$2.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
111+ 6.39% |
$19.9K - $23.5K
|
1.85K
$412K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
107+ 3.65% |
$19.2K - $22.6K
|
3.04K
$678K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
103+ 14.65% |
$18.5K - $21.8K
|
806
$180K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
101+ 7.17% |
$18.1K - $21.4K
|
1.51K
$337K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
101New |
$18.1K - $21.4K
|
101
$22.5K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
101+ 4.78% |
$18.1K - $21.4K
|
2.22K
$494K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
100+ 4.08% |
$17.9K - $21.1K
|
2.55K
$568K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$17.9K - $21.1K
|
100
$22.3K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
100New |
$17.9K - $21.1K
|
100
$22.3K
|