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 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 1.55% |
$211K - $238K
|
172K
$15.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2.62K+ 68.0% |
$210K - $238K
|
6.48K
$576K
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.62K+ 23.38% |
$210K - $237K
|
13.8K
$1.23M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.6KNew |
$208K - $236K
|
2.6K
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.6K+ 11.77% |
$208K - $235K
|
24.7K
$2.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
2.59K+ 15.34% |
$207K - $234K
|
19.4K
$1.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.52KNew |
$201K - $228K
|
2.52K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.5KNew |
$200K - $227K
|
2.5K
$222K
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
2.5KNew |
$200K - $227K
|
2.5K
$222K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.49K+ 15.96% |
$199K - $226K
|
18.1K
$1.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
2.47K+ 88.11% |
$197K - $224K
|
5.27K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.45KNew |
$196K - $222K
|
2.45K
$217K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
2.42KNew |
$194K - $219K
|
2.42K
$215K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.41KNew |
$193K - $219K
|
2.41K
$214K
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.4K+ 103.18% |
$192K - $217K
|
4.73K
$420K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.38KNew |
$190K - $216K
|
2.38K
$211K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.36KNew |
$189K - $214K
|
2.36K
$210K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.35K+ 20.53% |
$188K - $213K
|
13.8K
$1.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.34K+ 24.69% |
$187K - $212K
|
11.8K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.31KNew |
$185K - $209K
|
2.31K
$205K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
2.31KNew |
$184K - $209K
|
2.31K
$205K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.28KNew |
$182K - $206K
|
2.28K
$202K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
2.27K+ 5.2% |
$182K - $206K
|
46K
$4.08M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.25KNew |
$180K - $204K
|
2.25K
$200K
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.25KNew |
$180K - $203K
|
2.25K
$199K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.24KNew |
$179K - $203K
|
2.24K
$199K
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.16K+ 42.37% |
$173K - $195K
|
7.25K
$644K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.12K+ 9.32% |
$169K - $192K
|
24.8K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.1K+ 32.33% |
$168K - $190K
|
8.6K
$763K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.04K+ 2.14% |
$164K - $185K
|
97.6K
$8.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.91KNew |
$153K - $173K
|
1.91K
$170K
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
1.9K+ 17.53% |
$152K - $172K
|
12.7K
$1.13M
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1.88K+ 7.4% |
$151K - $171K
|
27.3K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 15.23% |
$149K - $169K
|
14.1K
$1.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.85K+ 1.79% |
$148K - $168K
|
106K
$9.37M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
1.84K+ 2.94% |
$147K - $166K
|
64.4K
$5.71M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.8KNew |
$144K - $163K
|
1.8K
$160K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.79KNew |
$143K - $162K
|
1.79K
$159K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.79K+ 13.04% |
$143K - $162K
|
15.5K
$1.37M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
1.78K+ 8.25% |
$143K - $162K
|
23.4K
$2.08M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.77KNew |
$142K - $161K
|
1.77K
$158K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.76KNew |
$141K - $159K
|
1.76K
$156K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.69K+ 7.03% |
$135K - $153K
|
25.8K
$2.29M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
1.68K+ 2.51% |
$134K - $152K
|
68.4K
$6.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.67K+ 31.36% |
$133K - $151K
|
6.98K
$619K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1.66K+ 2.48% |
$133K - $150K
|
68.4K
$6.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.64K+ 34.69% |
$131K - $149K
|
6.37K
$565K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.58K+ 764.25% |
$127K - $143K
|
1.79K
$159K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.58KNew |
$126K - $143K
|
1.58K
$140K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.57KNew |
$126K - $143K
|
1.57K
$140K
|