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 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.06% |
$179 - $211
|
1.72K
$384K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.23% |
$179 - $211
|
444
$99K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.38% |
$179 - $211
|
267
$59.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$179 - $211
|
9.68K
$2.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.8% |
$179 - $211
|
126
$28.1K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.09% |
$179 - $211
|
1.17K
$262K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.66% |
$179 - $211
|
153
$34.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.04% |
$179 - $211
|
2.73K
$609K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.06% |
$179 - $211
|
1.71K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.08% |
$179 - $211
|
1.32K
$295K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.14% |
$179 - $211
|
716
$160K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.19% |
$179 - $211
|
533
$119K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 1.14% |
$179 - $211
|
89
$19.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4- 0.08% |
$717 - $846
|
4.78K
$1.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-5- 0.05% |
$897 - $1.06K
|
9.11K
$2.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5- -0.0% |
$897 - $1.06K
|
139K
$31M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6- 1.72% |
$1.08K - $1.27K
|
342
$76.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6- 0.15% |
$1.08K - $1.27K
|
3.98K
$888K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-6- 1.05% |
$1.08K - $1.27K
|
568
$127K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7- 0.01% |
$1.26K - $1.48K
|
87.6K
$19.5M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-10- 0.57% |
$1.79K - $2.11K
|
1.75K
$391K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-10- 0.29% |
$1.79K - $2.11K
|
3.39K
$755K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.86% |
$1.97K - $2.33K
|
1.27K
$283K
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-12- 0.15% |
$2.15K - $2.54K
|
7.8K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12Closed |
$2.15K - $2.54K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-12- 0.41% |
$2.15K - $2.54K
|
2.89K
$643K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-13- 0.27% |
$2.33K - $2.75K
|
4.89K
$1.09M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13- 0.42% |
$2.33K - $2.75K
|
3.06K
$682K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-13- 1.33% |
$2.33K - $2.75K
|
967
$216K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-15- 41.67% |
$2.69K - $3.17K
|
21
$4.68K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-17- 0.27% |
$3.05K - $3.59K
|
6.39K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-17- 0.02% |
$3.05K - $3.59K
|
87.4K
$19.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-18- 0.59% |
$3.23K - $3.81K
|
3.01K
$672K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-18- 1.49% |
$3.23K - $3.81K
|
1.19K
$265K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-18Closed |
$3.23K - $3.81K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-20- 0.79% |
$3.59K - $4.23K
|
2.5K
$558K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-20- 0.45% |
$3.59K - $4.23K
|
4.47K
$996K
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-22- 1.92% |
$3.95K - $4.65K
|
1.12K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-24- 1.19% |
$4.3K - $5.07K
|
1.99K
$444K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-24- 1.21% |
$4.3K - $5.07K
|
1.96K
$437K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 1.67% |
$4.48K - $5.29K
|
1.47K
$329K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-25- 0.51% |
$4.48K - $5.29K
|
4.88K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-25- 1.09% |
$4.48K - $5.29K
|
2.27K
$506K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-27- 3.53% |
$4.84K - $5.71K
|
738
$165K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-30- 1.47% |
$5.38K - $6.34K
|
2.01K
$447K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-33- 3.49% |
$5.92K - $6.98K
|
912
$203K
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-33- 0.07% |
$5.92K - $6.98K
|
47K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-33- 0.51% |
$5.92K - $6.98K
|
6.44K
$1.44M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-34- 1.05% |
$6.1K - $7.19K
|
3.2K
$714K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-36- 0.15% |
$6.46K - $7.61K
|
23.8K
$5.3M
|