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 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.72KNew |
$308K - $363K
|
1.72K
$382K
|
|
|
Jan 27, 2022
Q4 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
1.7K+ 2.03% |
$305K - $359K
|
85.3K
$19M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.68K+ 18.8% |
$302K - $356K
|
10.6K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.63KNew |
$293K - $345K
|
1.63K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.62K+ 8.85% |
$291K - $343K
|
20K
$4.44M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 91.09% |
$288K - $340K
|
3.37K
$749K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.58K+ 89.78% |
$284K - $334K
|
3.34K
$743K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.57KNew |
$282K - $332K
|
1.57K
$349K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.56K+ 45.6% |
$280K - $330K
|
4.98K
$1.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.55KNew |
$277K - $327K
|
1.55K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.54K+ 61.5% |
$276K - $325K
|
4.04K
$898K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.52K+ 4.88% |
$272K - $321K
|
32.6K
$7.25M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
1.51K+ 6.8% |
$272K - $320K
|
23.8K
$5.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.51KNew |
$272K - $320K
|
1.51K
$337K
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.51KNew |
$271K - $320K
|
1.51K
$336K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.51KNew |
$270K - $318K
|
1.51K
$335K
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
1.49K+ 2.5% |
$267K - $315K
|
61.2K
$13.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
BUY
|
- |
1.49KNew |
$267K - $314K
|
1.49K
$331K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.47K+ 2.08% |
$264K - $311K
|
72.1K
$16M
|
|
|
Feb 14, 2022
Q4 2021
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
1.46KNew |
$262K - $309K
|
1.46K
$325K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.45KNew |
$261K - $307K
|
1.45K
$323K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.43KNew |
$256K - $302K
|
1.43K
$318K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.42KNew |
$255K - $301K
|
1.42K
$316K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 21.84% |
$247K - $291K
|
7.68K
$1.71M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.35KNew |
$241K - $285K
|
1.35K
$299K
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.34K+ 2684.0% |
$241K - $284K
|
1.39K
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.34K+ 1.95% |
$240K - $283K
|
70K
$15.6M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.33KNew |
$238K - $280K
|
1.33K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
1.32KNew |
$236K - $278K
|
1.32K
$293K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.31K+ 20.37% |
$235K - $277K
|
7.73K
$1.72M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.31K+ 60.06% |
$235K - $277K
|
3.49K
$775K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.3KNew |
$233K - $274K
|
1.3K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.29KNew |
$231K - $273K
|
1.29K
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.29K+ 68.91% |
$231K - $272K
|
3.16K
$702K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.28K+ 41.01% |
$230K - $271K
|
4.41K
$980K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.28K+ 4.32% |
$229K - $270K
|
30.8K
$6.84M
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.27KNew |
$227K - $268K
|
1.27K
$282K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.27KNew |
$227K - $267K
|
1.27K
$281K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
1.25K+ 11.65% |
$224K - $264K
|
12K
$2.67M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.24K+ 43.91% |
$223K - $262K
|
4.07K
$904K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.24K+ 0.76% |
$222K - $262K
|
163K
$36.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1.22K+ 4.76% |
$218K - $258K
|
26.8K
$5.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.21K+ 9.57% |
$218K - $256K
|
13.9K
$3.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.21K+ 4.49% |
$217K - $256K
|
28.2K
$6.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.2KNew |
$215K - $254K
|
1.2K
$267K
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
1.2KNew |
$215K - $253K
|
1.2K
$266K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.19K+ 73.93% |
$213K - $251K
|
2.8K
$622K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
1.19K+ 26.56% |
$213K - $251K
|
5.65K
$1.26M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.16KNew |
$208K - $245K
|
1.16K
$258K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
1.16KNew |
$207K - $244K
|
1.16K
$257K
|