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 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
759New |
$136K - $160K
|
759
$169K
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
742+ 34.18% |
$133K - $157K
|
2.91K
$648K
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
733+ 29.81% |
$131K - $155K
|
3.19K
$710K
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
732+ 49.8% |
$131K - $155K
|
2.2K
$490K
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
709+ 1.45% |
$127K - $150K
|
49.6K
$11M
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
697+ 234.68% |
$125K - $147K
|
994
$221K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
696+ 2.9% |
$125K - $147K
|
24.7K
$5.49M
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
695+ 39.9% |
$125K - $147K
|
2.44K
$542K
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
676+ 9.76% |
$121K - $143K
|
7.6K
$1.69M
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
650+ 36.27% |
$117K - $137K
|
2.44K
$543K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
650+ 17.56% |
$117K - $137K
|
4.35K
$968K
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
633+ 9.42% |
$114K - $134K
|
7.36K
$1.64M
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
631New |
$113K - $133K
|
631
$140K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
629+ 4.85% |
$113K - $133K
|
13.6K
$3.03M
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
627+ 15.8% |
$112K - $133K
|
4.6K
$1.02M
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
616+ 15.43% |
$110K - $130K
|
4.61K
$1.02M
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
612New |
$110K - $129K
|
612
$136K
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
579New |
$104K - $122K
|
579
$129K
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
578+ 7.66% |
$104K - $122K
|
8.12K
$1.81M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
566+ 1.66% |
$102K - $120K
|
34.6K
$7.69M
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
564+ 2.11% |
$101K - $119K
|
27.3K
$6.07M
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
554New |
$99.4K - $117K
|
554
$123K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
553+ 27.2% |
$99.2K - $117K
|
2.59K
$575K
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
543+ 4.04% |
$97.4K - $115K
|
14K
$3.11M
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
533+ 17.43% |
$95.6K - $113K
|
3.59K
$799K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
526+ 11.31% |
$94.3K - $111K
|
5.18K
$1.15M
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
524+ 32.23% |
$94K - $111K
|
2.15K
$478K
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
520+ 6.44% |
$93.3K - $110K
|
8.6K
$1.91M
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
517+ 11.68% |
$92.7K - $109K
|
4.94K
$1.1M
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
514+ 2.98% |
$92.2K - $109K
|
17.7K
$3.94M
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
514+ 17.46% |
$92.2K - $109K
|
3.46K
$769K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
510+ 10.44% |
$91.5K - $108K
|
5.39K
$1.2M
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
506+ 7.41% |
$90.8K - $107K
|
7.33K
$1.63M
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
500New |
$89.7K - $106K
|
500
$111K
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
491+ 5.5% |
$88.1K - $104K
|
9.41K
$2.09M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
485+ 1.22% |
$87K - $103K
|
40.1K
$8.92M
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
485+ 4.41% |
$87K - $103K
|
11.5K
$2.55M
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
484+ 24.69% |
$86.8K - $102K
|
2.44K
$543K
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
479+ 7.23% |
$85.9K - $101K
|
7.11K
$1.58M
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
445+ 12.76% |
$79.8K - $94.1K
|
3.93K
$874K
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
442+ 13.16% |
$79.3K - $93.4K
|
3.8K
$845K
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
442New |
$79.3K - $93.4K
|
442
$98.3K
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
442+ 2.84% |
$79.3K - $93.4K
|
16K
$3.56M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
439+ 3.27% |
$78.7K - $92.8K
|
13.9K
$3.08M
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
432+ 33.23% |
$77.5K - $91.3K
|
1.73K
$385K
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
427+ 4.26% |
$76.6K - $90.3K
|
10.5K
$2.32M
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
425+ 28.07% |
$76.2K - $89.9K
|
1.94K
$431K
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
416+ 7.8% |
$74.6K - $88K
|
5.75K
$1.28M
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
413+ 38.31% |
$74.1K - $87.3K
|
1.49K
$332K
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
412+ 2.84% |
$73.9K - $87.1K
|
14.9K
$3.32M
|