Purchases and Sales Made in Q4 2021 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q4 2021. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FD-MATERIAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
6New |
$480 - $544
|
6
$533
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.48% |
$400 - $453
|
1.05K
$93.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4New |
$320 - $362
|
4
$355
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4+ 0.13% |
$320 - $362
|
3.18K
$283K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4+ 0.16% |
$320 - $362
|
2.54K
$226K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.51% |
$320 - $362
|
788
$70K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.16% |
$160 - $181
|
1.26K
$111K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$160 - $181
|
3.2K
$284K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.02% |
$160 - $181
|
12.5K
$1.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.08% |
$160 - $181
|
2.65K
$235K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.35% |
$160 - $181
|
581
$51.6K
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1+ 0.79% |
$80 - $90.6
|
127
$11.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.56% |
$80 - $90.6
|
178
$15.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
1+ 0.5% |
$80 - $90.6
|
203
$18K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.03% |
$80 - $90.6
|
3.88K
$344K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.32% |
$80 - $90.6
|
77
$6.84K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.02% |
$80 - $90.6
|
4.83K
$429K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 0.58% |
$80 - $90.6
|
173
$15.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$80 - $90.6
|
14.3K
$1.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$80 - $90.6
|
8.37K
$743K
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1Closed |
$80 - $90.6
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-4- 0.09% |
$320 - $362
|
4.66K
$414K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
SELL
|
- |
-7- 7.95% |
$560 - $634
|
81
$7.19K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-12- 0.33% |
$960 - $1.09K
|
3.67K
$326K
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-15- 0.46% |
$1.2K - $1.36K
|
3.27K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-15- 0.04% |
$1.2K - $1.36K
|
35.8K
$3.18M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-18- 0.48% |
$1.44K - $1.63K
|
3.74K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-18Closed |
$1.44K - $1.63K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-20- 0.01% |
$1.6K - $1.81K
|
282K
$25M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-20- 0.37% |
$1.6K - $1.81K
|
5.41K
$480K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-20- 0.63% |
$1.6K - $1.81K
|
3.14K
$279K
|
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-22- 0.44% |
$1.76K - $1.99K
|
5K
$444K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-28- 0.58% |
$2.24K - $2.54K
|
4.83K
$428K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-31- 1.06% |
$2.48K - $2.81K
|
2.91K
$258K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-34- 0.32% |
$2.72K - $3.08K
|
10.7K
$946K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-34Closed |
$2.72K - $3.08K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-35- 2.18% |
$2.8K - $3.17K
|
1.57K
$140K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-36- 1.01% |
$2.88K - $3.26K
|
3.53K
$313K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-44- 1.23% |
$3.52K - $3.99K
|
3.53K
$314K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-50- 54.35% |
$4K - $4.53K
|
42
$3.73K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.26% |
$4.16K - $4.71K
|
20K
$1.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-53- 2.0% |
$4.24K - $4.8K
|
2.6K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-55Closed |
$4.4K - $4.98K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-56- 2.86% |
$4.48K - $5.07K
|
1.9K
$169K
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-62- 1.83% |
$4.96K - $5.62K
|
3.33K
$295K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-62Closed |
$4.96K - $5.62K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-64- 0.26% |
$5.12K - $5.8K
|
24.7K
$2.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-69- 1.56% |
$5.52K - $6.25K
|
4.34K
$385K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-71- 0.32% |
$5.68K - $6.43K
|
22.3K
$1.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-76Closed |
$6.08K - $6.89K
|
0
$0
|