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 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
35+ 0.31% |
$6.28K - $7.4K
|
11.4K
$2.45M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
33+ 1.32% |
$5.92K - $6.98K
|
2.54K
$549K
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
32New |
$5.74K - $6.77K
|
32
$6.91K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
30+ 0.09% |
$5.38K - $6.34K
|
32.1K
$6.94M
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 0.83% |
$4.84K - $5.71K
|
3.27K
$706K
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
26+ 2.52% |
$4.66K - $5.5K
|
1.06K
$228K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.75% |
$4.66K - $5.5K
|
3.51K
$757K
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
26+ 0.7% |
$4.66K - $5.5K
|
3.76K
$813K
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
25+ 0.83% |
$4.48K - $5.29K
|
3.05K
$660K
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
25+ 0.98% |
$4.48K - $5.29K
|
2.57K
$556K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
25New |
$4.48K - $5.29K
|
25
$5.4K
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
25+ 2.18% |
$4.48K - $5.29K
|
1.17K
$253K
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
24+ 1.59% |
$4.3K - $5.07K
|
1.53K
$331K
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
24+ 0.11% |
$4.3K - $5.07K
|
22K
$4.75M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
23+ 0.35% |
$4.13K - $4.86K
|
6.65K
$1.44M
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
23+ 0.91% |
$4.13K - $4.86K
|
2.56K
$552K
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
23+ 0.85% |
$4.13K - $4.86K
|
2.72K
$588K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
22+ 1.6% |
$3.95K - $4.65K
|
1.4K
$301K
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22+ 78.57% |
$3.95K - $4.65K
|
50
$10.8K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20+ 0.74% |
$3.59K - $4.23K
|
2.71K
$584K
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
20+ 3.24% |
$3.59K - $4.23K
|
637
$138K
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
20New |
$3.59K - $4.23K
|
20
$4.32K
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 0.74% |
$2.69K - $3.17K
|
2.04K
$440K
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
15+ 0.34% |
$2.69K - $3.17K
|
4.47K
$964K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
15New |
$2.69K - $3.17K
|
15
$3.24K
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
15+ 0.8% |
$2.69K - $3.17K
|
1.88K
$406K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14+ 0.81% |
$2.51K - $2.96K
|
1.74K
$376K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13+ 0.21% |
$2.33K - $2.75K
|
6.19K
$1.34M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$2.15K - $2.54K
|
12
$2.59K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11+ 1.52% |
$1.97K - $2.33K
|
734
$159K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.4% |
$1.79K - $2.11K
|
2.49K
$538K
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10New |
$1.79K - $2.11K
|
10
$2.16K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9+ 0.28% |
$1.61K - $1.9K
|
3.28K
$707K
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8+ 0.19% |
$1.43K - $1.69K
|
4.19K
$904K
|
|
Feb 14, 2022
Q4 2021
|
Tamar Securities, LLC
|
BUY
|
- |
8+ 0.03% |
$1.43K - $1.69K
|
24.7K
$5.33M
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8New |
$1.43K - $1.69K
|
8
$1.73K
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
7+ 2.19% |
$1.26K - $1.48K
|
327
$70.6K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6New |
$1.08K - $1.27K
|
6
$1.3K
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.52% |
$1.08K - $1.27K
|
1.16K
$251K
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 2.27% |
$1.08K - $1.27K
|
270
$58.3K
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 0.11% |
$1.08K - $1.27K
|
5.42K
$1.17M
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
5+ 0.12% |
$897 - $1.06K
|
4.21K
$910K
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4+ 0.07% |
$717 - $846
|
5.48K
$1.18M
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
4+ 0.32% |
$717 - $846
|
1.24K
$269K
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
4+ 2.3% |
$717 - $846
|
178
$38.4K
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
3+ 0.03% |
$538 - $634
|
9.21K
$1.99M
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.06% |
$538 - $634
|
5.35K
$1.15M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.13% |
$538 - $634
|
2.28K
$492K
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.15% |
$359 - $423
|
1.31K
$284K
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.06% |
$359 - $423
|
3.3K
$712K
|