Purchases and Sales Made in Q4 2021 in Select Sector Spdr Fd Material (XLB)

XLB Quotes by TradingView

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
Sep 21, 2023 Q4 2021
Jefferies Group LLC

New York, NY
BUY
 -
10.3K
+ 10.03%
$824K - $933K
113K $10M
Jan 31, 2022 Q4 2021
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
10K
+ 15.83%
$802K - $908K
73.3K $6.51M
Feb 11, 2022 Q4 2021
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
9.88K
New
$790K - $895K
9.88K $877K
Feb 14, 2022 Q4 2021
Cerity Partners LLC

New York, NY
BUY
 -
9.77K
+ 7.35%
$782K - $885K
143K $12.7M
Feb 14, 2022 Q4 2021
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
9.72K
New
$778K - $881K
9.72K $863K
Jun 13, 2022 Q4 2021
Tcwp LLC

Tampa, FL
BUY
 -
9.64K
New
$771K - $874K
9.64K $856K
Feb 15, 2022 Q4 2021
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
9.51K
+ 193.31%
$761K - $862K
14.4K $1.28M
Jan 31, 2022 Q4 2021
Toth Financial Advisory Corp

BUY
 -
9.3K
+ 22.34%
$744K - $843K
51K $4.52M
Feb 07, 2022 Q4 2021
Oakworth Capital, Inc.

BUY
 -
9.3K
+ 4.1%
$744K - $842K
236K $21M
Jan 24, 2022 Q4 2021
Lake Street Financial LLC

BUY
 -
9.14K
New
$731K - $828K
9.14K $811K
Jan 21, 2022 Q4 2021
Darwin Advisors, LLC

BUY
 -
9.02K
+ 135.93%
$721K - $817K
15.6K $1.39M
Feb 07, 2022 Q4 2021
Principal Street Partners, LLC

Memphis, TN
BUY
 -
8.74K
New
$699K - $792K
8.74K $776K
Feb 07, 2022 Q4 2021
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8.72K
New
$698K - $790K
8.72K $775K
Feb 07, 2022 Q4 2021
Pinnacle Private Wealth, LLC

BUY
 -
8.55K
New
$684K - $775K
8.55K $759K
Feb 10, 2022 Q4 2021
Flagship Harbor Advisors, LLC

BUY
 -
8.52K
+ 104.48%
$682K - $772K
16.7K $1.48M
Jan 31, 2022 Q4 2021
Graypoint LLC

BUY
 -
8.21K
+ 7.26%
$657K - $744K
121K $10.8M
Feb 17, 2022 Q4 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7.67K
+ 21.64%
$614K - $695K
43.1K $3.83M
Feb 04, 2022 Q4 2021
Advisory Alpha, LLC

BUY
 -
7.61K
+ 20.98%
$609K - $689K
43.9K $3.9M
Feb 10, 2022 Q4 2021
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
7.5K
+ 3.19%
$600K - $680K
243K $21.5M
Jan 26, 2022 Q4 2021
Country Trust Bank

BUY
 -
7.42K
+ 1.6%
$594K - $672K
471K $41.8M
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

BUY
 -
7.4K
+ 14.66%
$592K - $671K
57.9K $5.14M
Feb 15, 2022 Q4 2021
Guerra Pan Advisors, LLC

Montclair, NJ
BUY
 -
7.4K
New
$592K - $670K
7.4K $657K
Feb 14, 2022 Q4 2021
Marion Wealth Management

BUY
 -
7.36K
New
$589K - $667K
7.36K $654K
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
7.12K
+ 11.76%
$569K - $645K
67.6K $6M
Feb 11, 2022 Q4 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
7.05K
+ 32.56%
$564K - $638K
28.7K $2.55M
Feb 14, 2022 Q4 2021
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
7K
New
$560K - $634K
7K $622K
Feb 10, 2022 Q4 2021
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
6.97K
+ 14.4%
$558K - $632K
55.4K $4.92M
Feb 14, 2022 Q4 2021
Bluefin Capital Management, LLC

New York, NY
BUY
 -
6.8K
New
$544K - $616K
6.8K $604K
Feb 07, 2022 Q4 2021
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
6.68K
New
$534K - $605K
6.68K $593K
Jan 31, 2022 Q4 2021
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
6.56K
+ 11.59%
$525K - $594K
63.1K $5.6M
Feb 14, 2022 Q4 2021
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
6.51K
New
$521K - $590K
6.51K $578K
Feb 14, 2022 Q4 2021
Synovus Financial Corp

Columbus, GA
BUY
 -
6.39K
+ 181.12%
$511K - $579K
9.92K $880K
Feb 10, 2022 Q4 2021
Lavaca Capital LLC

Houston, TX
BUY
 -
6.3K
New
$504K - $571K
6.3K $559K
Feb 11, 2022 Q4 2021
Treynor Bancshares, Inc.

BUY
 -
6.12K
New
$489K - $554K
6.12K $543K
Aug 11, 2022 Q4 2021
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
6.06K
New
$485K - $549K
6.06K $538K
Feb 11, 2022 Q4 2021
Hershey Trust CO

Hershey, PA
BUY
 -
6K
+ 2.71%
$480K - $544K
227K $20.2M
Feb 13, 2024 Q4 2021
Evernest Financial Advisors, LLC

Carmel, IN
BUY
 -
5.91K
New
$473K - $536K
5.91K $525K
Feb 14, 2022 Q4 2021
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
5.86K
+ 88.4%
$469K - $531K
12.5K $1.11M
Jan 05, 2022 Q4 2021
Advocacy Wealth Management Services, LLC

BUY
 -
5.84K
+ 5.74%
$467K - $529K
107K $9.54M
Feb 14, 2022 Q4 2021
Truist Financial Corp

BUY
 -
5.83K
+ 1.14%
$466K - $528K
518K $46M
Feb 07, 2022 Q4 2021
Brr Op Co, LLC

BUY
 -
5.79K
+ 179.89%
$463K - $524K
9K $799K
Feb 14, 2022 Q4 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
5.59K
New
$447K - $506K
5.59K $496K
Jan 28, 2022 Q4 2021
Arrow Financial Corp

BUY
 -
5.5K
+ 22.29%
$440K - $498K
30.2K $2.68M
Jan 07, 2022 Q4 2021
Hollencrest Capital Management

BUY
 -
5.46K
+ 1.85%
$437K - $495K
300K $26.7M
Feb 14, 2022 Q4 2021
Commerce Bank

Kansas City, MO
BUY
 -
5.44K
+ 0.72%
$436K - $493K
757K $67.2M
Feb 14, 2022 Q4 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
5.36K
+ 136.93%
$429K - $486K
9.28K $824K
Jan 14, 2022 Q4 2021
Piscataqua Savings Bank

BUY
 -
5.31K
+ 3401.92%
$425K - $481K
5.46K $485K
Feb 17, 2022 Q4 2021
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
5.3K
New
$424K - $481K
5.3K $471K
Feb 11, 2022 Q4 2021
Mai Capital Management

BUY
 -
5.29K
+ 35.79%
$423K - $479K
20.1K $1.78M

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