Purchases and Sales Made in Q3 2021 in Spdr Ser Tr Spdr S&P Metals & (XME)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Metals & (XME) during Q3 2021. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P METALS & .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
22+ 0.12% |
$867 - $1.02K
|
17.7K
$1.07M
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
20+ 0.33% |
$788 - $926
|
6.17K
$372K
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
20+ 0.16% |
$788 - $926
|
12.9K
$777K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
20+ 6.35% |
$788 - $926
|
335
$20.2K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 0.15% |
$709 - $833
|
12.3K
$740K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15+ 0.08% |
$591 - $694
|
20K
$1.21M
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$78.8 - $92.6
|
1.37K
$82.7K
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.22% |
$39.4 - $46.3
|
463
$27.9K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.19% |
$39.4 - $46.3
|
539
$32.5K
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10- 0.66% |
$394 - $463
|
1.5K
$90.5K
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-22- 0.34% |
$867 - $1.02K
|
6.54K
$395K
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-32- 0.11% |
$1.26K - $1.48K
|
28.9K
$1.75M
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-41- 0.17% |
$1.62K - $1.9K
|
24.1K
$1.45M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-44- 4.45% |
$1.73K - $2.04K
|
945
$57K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-58- 0.27% |
$2.29K - $2.68K
|
21.5K
$1.3M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-75- 3.22% |
$2.96K - $3.47K
|
2.26K
$136K
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-96- 0.59% |
$3.78K - $4.44K
|
16.2K
$975K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-125- 0.6% |
$4.93K - $5.79K
|
20.5K
$1.24M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-132- 21.96% |
$5.2K - $6.11K
|
469
$28.3K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-136Closed |
$5.36K - $6.29K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-167- 80.68% |
$6.58K - $7.73K
|
40
$2.41K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-202- 80.16% |
$7.96K - $9.35K
|
50
$3.02K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-248- 5.7% |
$9.77K - $11.5K
|
4.1K
$247K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-250- 8.25% |
$9.85K - $11.6K
|
2.78K
$168K
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-292- 2.76% |
$11.5K - $13.5K
|
10.3K
$620K
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-394- 1.47% |
$15.5K - $18.2K
|
26.5K
$1.6M
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-502Closed |
$19.8K - $23.2K
|
0
$0
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-675- 7.18% |
$26.6K - $31.2K
|
8.73K
$527K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-690- 5.74% |
$27.2K - $31.9K
|
11.3K
$684K
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-693- 50.58% |
$27.3K - $32.1K
|
677
$40.8K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-800- 30.48% |
$31.5K - $37K
|
1.83K
$110K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-801Closed |
$31.6K - $37.1K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-833- 98.0% |
$32.8K - $38.6K
|
17
$1.03K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-834Closed |
$32.9K - $38.6K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-899- 1.42% |
$35.4K - $41.6K
|
62.5K
$3.77M
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.15K- 15.26% |
$45.2K - $53K
|
6.36K
$384K
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.17K- 6.5% |
$45.9K - $53.9K
|
16.8K
$1.01M
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.2KClosed |
$47.3K - $55.5K
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.25K- 38.67% |
$49.4K - $58K
|
1.99K
$120K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.3K- 12.32% |
$51.4K - $60.3K
|
9.28K
$560K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.36K- 16.97% |
$53.6K - $63K
|
6.66K
$402K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.49K- 8.53% |
$58.8K - $69K
|
16K
$965K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.5KClosed |
$59.1K - $69.4K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.66K- 4.01% |
$65.4K - $76.8K
|
39.7K
$2.4M
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.71K- 37.13% |
$67.4K - $79.1K
|
2.9K
$175K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.83KClosed |
$71.9K - $84.5K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.05K- 20.55% |
$80.8K - $94.8K
|
7.92K
$478K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.26K- 16.26% |
$89.1K - $105K
|
11.6K
$702K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.47K- 21.29% |
$97.3K - $114K
|
9.13K
$551K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.13K- 4.76% |
$123K - $145K
|
62.6K
$3.78M
|