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 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
402+ 7.98% |
$72.1K - $85K
|
5.44K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
398New |
$71.4K - $84.1K
|
398
$88.5K
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
393+ 15.68% |
$70.5K - $83.1K
|
2.9K
$645K
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
392+ 18.76% |
$70.3K - $82.9K
|
2.48K
$552K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
390+ 7.87% |
$70K - $82.5K
|
5.35K
$1.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
389+ 1.4% |
$69.8K - $82.2K
|
28.3K
$6.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
378+ 18.76% |
$67.8K - $79.9K
|
2.39K
$532K
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
365+ 12.35% |
$65.5K - $77.2K
|
3.32K
$738K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
365+ 2.71% |
$65.5K - $77.2K
|
13.8K
$3.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
362+ 1.62% |
$64.9K - $76.5K
|
22.8K
$5.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
344+ 0.98% |
$61.7K - $72.7K
|
35.3K
$7.85M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
340New |
$61K - $71.9K
|
340
$75.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
337New |
$60.4K - $71.2K
|
337
$74.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
334+ 0.58% |
$59.9K - $70.6K
|
57.7K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
333+ 231.25% |
$59.7K - $70.4K
|
477
$106K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
333+ 6.91% |
$59.7K - $70.4K
|
5.15K
$1.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
329+ 2.47% |
$59K - $69.6K
|
13.7K
$3.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
328+ 27.56% |
$58.8K - $69.3K
|
1.52K
$338K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
325+ 169.27% |
$58.3K - $68.7K
|
517
$115K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
323+ 2.83% |
$57.9K - $68.3K
|
11.7K
$2.61M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
319+ 1.57% |
$57.2K - $67.4K
|
20.6K
$4.58M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
318+ 5.77% |
$57K - $67.2K
|
5.83K
$1.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
317New |
$56.9K - $67K
|
317
$70.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
316+ 1.7% |
$56.7K - $66.8K
|
18.9K
$4.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
307+ 9.77% |
$55.1K - $64.9K
|
3.45K
$767K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
300New |
$53.8K - $63.4K
|
300
$66.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
296+ 0.88% |
$53.1K - $62.6K
|
34.1K
$7.58M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
291+ 1.69% |
$52.2K - $61.5K
|
17.5K
$3.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
280+ 18.18% |
$50.2K - $59.2K
|
1.82K
$405K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
280New |
$50.2K - $59.2K
|
280
$62.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
280+ 7.4% |
$50.2K - $59.2K
|
4.07K
$904K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
275New |
$49.3K - $58.1K
|
275
$61.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
274+ 11.07% |
$49.1K - $57.9K
|
2.75K
$612K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
273New |
$49K - $57.7K
|
273
$60.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
268+ 10.65% |
$48.1K - $56.7K
|
2.79K
$619K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
256+ 6.03% |
$45.9K - $54.1K
|
4.5K
$1M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
253+ 25.3% |
$45.4K - $53.5K
|
1.25K
$279K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
245+ 1.89% |
$43.9K - $51.8K
|
13.2K
$2.93M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
243+ 5.35% |
$43.6K - $51.4K
|
4.78K
$1.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
240+ 4.36% |
$43K - $50.7K
|
5.74K
$1.28M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
232+ 13.61% |
$41.6K - $49K
|
1.94K
$431K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
229+ 5.67% |
$41.1K - $48.4K
|
4.27K
$949K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
225New |
$40.4K - $47.6K
|
225
$50K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
225+ 7.92% |
$40.4K - $47.6K
|
3.07K
$682K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
224+ 15.46% |
$40.2K - $47.4K
|
1.67K
$372K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
223+ 12.11% |
$40K - $47.1K
|
2.07K
$459K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
216New |
$38.7K - $45.7K
|
216
$48K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
213+ 2.87% |
$38.2K - $45K
|
7.64K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
211+ 2.91% |
$37.8K - $44.6K
|
7.45K
$1.66M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
211New |
$37.8K - $44.6K
|
211
$46.9K
|