Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
374+ 0.42% |
$15.1K - $17.7K
|
89.3K
$5.15M
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
300New |
$12.1K - $14.2K
|
300
$17.3K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
300New |
$12.1K - $14.2K
|
300
$17.3K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
290New |
$11.7K - $13.7K
|
290
$16.7K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
250New |
$10.1K - $11.8K
|
250
$14.4K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
250+ 4.38% |
$10.1K - $11.8K
|
5.95K
$343K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
225+ 1.93% |
$9.06K - $10.6K
|
11.9K
$684K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
175New |
$7.05K - $8.28K
|
175
$10.1K
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
160+ 1.5% |
$6.44K - $7.57K
|
10.8K
$625K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
153+ 2.06% |
$6.16K - $7.24K
|
7.59K
$438K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
150New |
$6.04K - $7.1K
|
150
$8.65K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
150New |
$6.04K - $7.1K
|
150
$8.65K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
141+ 5.86% |
$5.68K - $6.67K
|
2.55K
$147K
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
138New |
$5.56K - $6.53K
|
138
$7.96K
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
125New |
$5.04K - $5.91K
|
125
$7.21K
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
124+ 225.45% |
$4.99K - $5.87K
|
179
$10.3K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
89+ 8900.0% |
$3.58K - $4.21K
|
90
$5.19K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
80New |
$3.22K - $3.78K
|
80
$4.61K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
80+ 0.65% |
$3.22K - $3.78K
|
12.3K
$712K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
70New |
$2.82K - $3.31K
|
70
$4.04K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
37New |
$1.49K - $1.75K
|
37
$2.13K
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
25+ 0.19% |
$1.01K - $1.18K
|
12.9K
$744K
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
9+ 0.06% |
$363 - $426
|
16.2K
$932K
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$80.6 - $94.6
|
1.37K
$79.2K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.32% |
$40.3 - $47.3
|
309
$17.8K
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.22% |
$40.3 - $47.3
|
464
$26.8K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10- 0.35% |
$403 - $473
|
2.89K
$166K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-25- 0.9% |
$1.01K - $1.18K
|
2.76K
$159K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 3.17% |
$1.21K - $1.42K
|
915
$52.8K
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-53- 0.81% |
$2.13K - $2.51K
|
6.49K
$374K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-60Closed |
$2.42K - $2.84K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-70Closed |
$2.82K - $3.31K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-96- 0.6% |
$3.87K - $4.54K
|
15.9K
$916K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-103- 0.43% |
$4.15K - $4.87K
|
23.7K
$1.36M
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-123- 0.57% |
$4.95K - $5.82K
|
21.4K
$1.23M
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-179Closed |
$7.21K - $8.47K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-200- 50.0% |
$8.06K - $9.46K
|
200
$11.5K
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-200- 2.89% |
$8.06K - $9.46K
|
6.73K
$388K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-214- 1.39% |
$8.62K - $10.1K
|
15.2K
$878K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-223- 2.44% |
$8.98K - $10.6K
|
8.91K
$514K
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-300- 1.59% |
$12.1K - $14.2K
|
18.6K
$1.07M
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-300- 16.67% |
$12.1K - $14.2K
|
1.5K
$86.5K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-335Closed |
$13.5K - $15.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-350- 5.49% |
$14.1K - $16.6K
|
6.03K
$347K
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-360- 1.19% |
$14.5K - $17K
|
29.9K
$1.72M
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
SELL
|
- |
-398- 0.3% |
$16K - $18.8K
|
132K
$7.62M
|
|
Feb 14, 2022
Q4 2021
|
Cowen And Company, LLC
|
SELL
|
- |
-400Closed |
$16.1K - $18.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-400Closed |
$16.1K - $18.9K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-424- 1.24% |
$17.1K - $20.1K
|
33.8K
$1.95M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-435- 64.25% |
$17.5K - $20.6K
|
242
$14K
|