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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
32New |
$5.74K - $6.77K
|
32
$7.14K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
30+ 0.09% |
$5.38K - $6.34K
|
32.1K
$7.16M
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 0.83% |
$4.84K - $5.71K
|
3.27K
$729K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.75% |
$4.66K - $5.5K
|
3.51K
$782K
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
26+ 2.52% |
$4.66K - $5.5K
|
1.06K
$235K
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
26+ 0.7% |
$4.66K - $5.5K
|
3.76K
$839K
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
25+ 0.98% |
$4.48K - $5.29K
|
2.57K
$574K
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
25+ 2.18% |
$4.48K - $5.29K
|
1.17K
$261K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
25New |
$4.48K - $5.29K
|
25
$5.58K
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
25+ 0.83% |
$4.48K - $5.29K
|
3.05K
$681K
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
24+ 1.59% |
$4.3K - $5.07K
|
1.53K
$342K
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
24+ 0.11% |
$4.3K - $5.07K
|
22K
$4.91M
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
23+ 0.85% |
$4.13K - $4.86K
|
2.72K
$607K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
23+ 0.35% |
$4.13K - $4.86K
|
6.65K
$1.48M
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
23+ 0.91% |
$4.13K - $4.86K
|
2.56K
$570K
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22+ 78.57% |
$3.95K - $4.65K
|
50
$11.2K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
22+ 1.6% |
$3.95K - $4.65K
|
1.4K
$311K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20+ 0.74% |
$3.59K - $4.23K
|
2.71K
$603K
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
20+ 3.24% |
$3.59K - $4.23K
|
637
$142K
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
20New |
$3.59K - $4.23K
|
20
$4.46K
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
15+ 0.8% |
$2.69K - $3.17K
|
1.88K
$420K
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
15+ 0.34% |
$2.69K - $3.17K
|
4.47K
$996K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
15New |
$2.69K - $3.17K
|
15
$3.35K
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 0.74% |
$2.69K - $3.17K
|
2.04K
$454K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14+ 0.81% |
$2.51K - $2.96K
|
1.74K
$388K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13+ 0.21% |
$2.33K - $2.75K
|
6.19K
$1.38M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$2.15K - $2.54K
|
12
$2.68K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11+ 1.52% |
$1.97K - $2.33K
|
734
$164K
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10New |
$1.79K - $2.11K
|
10
$2.23K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.4% |
$1.79K - $2.11K
|
2.49K
$555K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9+ 0.28% |
$1.61K - $1.9K
|
3.28K
$731K
|
|
Feb 14, 2022
Q4 2021
|
Tamar Securities, LLC
|
BUY
|
- |
8+ 0.03% |
$1.43K - $1.69K
|
24.7K
$5.51M
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8New |
$1.43K - $1.69K
|
8
$1.78K
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8+ 0.19% |
$1.43K - $1.69K
|
4.19K
$933K
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
7+ 2.19% |
$1.26K - $1.48K
|
327
$72.9K
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 2.27% |
$1.08K - $1.27K
|
270
$60.2K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6New |
$1.08K - $1.27K
|
6
$1.34K
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.52% |
$1.08K - $1.27K
|
1.16K
$260K
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
5+ 0.12% |
$897 - $1.06K
|
4.21K
$939K
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
4+ 2.3% |
$717 - $846
|
178
$39.7K
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
4+ 0.32% |
$717 - $846
|
1.24K
$277K
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4+ 0.07% |
$717 - $846
|
5.48K
$1.22M
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.06% |
$538 - $634
|
5.35K
$1.19M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.13% |
$538 - $634
|
2.28K
$508K
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
3+ 0.03% |
$538 - $634
|
9.21K
$2.05M
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2+ 0.11% |
$359 - $423
|
1.79K
$399K
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2+ 0.06% |
$359 - $423
|
3.55K
$791K
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.15% |
$359 - $423
|
1.31K
$293K
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.06% |
$359 - $423
|
3.3K
$735K
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.06% |
$179 - $211
|
1.76K
$393K
|