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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.46KNew |
$621K - $732K
|
3.46K
$770K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.46KNew |
$620K - $730K
|
3.46K
$768K
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.32KNew |
$595K - $701K
|
3.32K
$738K
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$581K - $685K
|
3.24K
$720K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
3.18KNew |
$570K - $672K
|
3.18K
$707K
|
|
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.17KNew |
$569K - $670K
|
3.17K
$705K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.17K+ 4.74% |
$568K - $670K
|
69.9K
$15.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.1KNew |
$556K - $655K
|
3.1K
$689K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.08K+ 5.56% |
$552K - $651K
|
58.5K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3KNew |
$538K - $634K
|
3K
$667K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
2.98K+ 6.59% |
$534K - $629K
|
48.2K
$10.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.96KNew |
$531K - $626K
|
2.96K
$658K
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.96KNew |
$530K - $625K
|
2.96K
$657K
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.91KNew |
$521K - $615K
|
2.91K
$646K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.83K+ 37.99% |
$507K - $598K
|
10.3K
$2.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.82K+ 5.03% |
$506K - $596K
|
58.9K
$13.1M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.8KNew |
$501K - $591K
|
2.8K
$622K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
2.69KNew |
$482K - $568K
|
2.69K
$598K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.63KNew |
$472K - $557K
|
2.63K
$586K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
2.62KNew |
$470K - $553K
|
2.62K
$582K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.56K+ 24.43% |
$460K - $542K
|
13.1K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 11.28% |
$450K - $530K
|
24.7K
$5.5M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.5K+ 33.43% |
$449K - $529K
|
9.99K
$2.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.5K+ 33.43% |
$449K - $529K
|
9.99K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.5KNew |
$448K - $529K
|
2.5K
$556K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.49KNew |
$446K - $526K
|
2.49K
$553K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
2.45K+ 30600.0% |
$439K - $518K
|
2.46K
$546K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.33K+ 10.78% |
$418K - $492K
|
23.9K
$5.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.27K+ 67.49% |
$407K - $480K
|
5.64K
$1.25M
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.25KNew |
$404K - $476K
|
2.25K
$501K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.22K+ 14.8% |
$398K - $469K
|
17.2K
$3.83M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.2K+ 11.06% |
$394K - $464K
|
22.1K
$4.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.08K+ 8.41% |
$373K - $439K
|
26.8K
$5.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.06KNew |
$369K - $435K
|
2.06K
$458K
|
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
2.05KNew |
$368K - $434K
|
2.05K
$456K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.04K+ 2.05% |
$365K - $430K
|
101K
$22.5M
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2KNew |
$359K - $423K
|
2K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.97KNew |
$353K - $416K
|
1.97K
$438K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.95K+ 20.75% |
$349K - $412K
|
11.3K
$2.52M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
1.95K+ 4.71% |
$349K - $411K
|
43.2K
$9.61M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
1.92KNew |
$344K - $405K
|
1.92K
$426K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.88K+ 153.48% |
$337K - $397K
|
3.1K
$689K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.85K+ 51.91% |
$332K - $392K
|
5.42K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.84KNew |
$331K - $390K
|
1.84K
$410K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.83KNew |
$328K - $386K
|
1.83K
$406K
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.82K+ 37.89% |
$326K - $384K
|
6.61K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.78K+ 20.74% |
$320K - $377K
|
10.4K
$2.31M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.78KNew |
$319K - $377K
|
1.78K
$396K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.76K+ 96.86% |
$316K - $372K
|
3.58K
$796K
|
|
|
Feb 08, 2022
Q4 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.72K+ 12.04% |
$309K - $364K
|
16K
$3.56M
|