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 14, 2022
Q4 2021
|
Tamar Securities, LLC
|
BUY
|
- |
630+ 2.04% |
$50.4K - $57.1K
|
31.4K
$2.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
599New |
$47.9K - $54.3K
|
599
$53.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
599New |
$47.9K - $54.3K
|
599
$53.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Iam Advisory, LLC
|
BUY
|
- |
597+ 1.56% |
$47.8K - $54.1K
|
39K
$3.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
596+ 14.76% |
$47.7K - $54K
|
4.63K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
579+ 32.46% |
$46.3K - $52.5K
|
2.36K
$210K
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
572+ 8.18% |
$45.8K - $51.8K
|
7.57K
$672K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
565+ 7.69% |
$45.2K - $51.2K
|
7.91K
$703K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
543+ 2.16% |
$43.5K - $49.2K
|
25.7K
$2.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
523New |
$41.9K - $47.4K
|
523
$46.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
516+ 271.58% |
$41.3K - $46.8K
|
706
$62.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
515+ 2.28% |
$41.2K - $46.7K
|
23.1K
$2.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
511+ 8.61% |
$40.9K - $46.3K
|
6.45K
$573K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
504+ 27.75% |
$40.3K - $45.7K
|
2.32K
$206K
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
492+ 2.4% |
$39.4K - $44.6K
|
21K
$1.86M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
441+ 7.31% |
$35.3K - $40K
|
6.47K
$575K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
432+ 13.64% |
$34.6K - $39.1K
|
3.6K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
431+ 0.74% |
$34.5K - $39.1K
|
58.6K
$5.2M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
420+ 13.97% |
$33.6K - $38.1K
|
3.43K
$304K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
400New |
$32K - $36.2K
|
400
$35.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400New |
$32K - $36.2K
|
400
$35.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
398+ 5.2% |
$31.8K - $36.1K
|
8.05K
$715K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
385+ 4.96% |
$30.8K - $34.9K
|
8.15K
$724K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
384+ 2.92% |
$30.7K - $34.8K
|
13.5K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
377+ 1.15% |
$30.2K - $34.2K
|
33.1K
$2.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
374+ 53.43% |
$29.9K - $33.9K
|
1.07K
$95.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
373+ 9.13% |
$29.8K - $33.8K
|
4.46K
$396K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
368+ 4.03% |
$29.4K - $33.3K
|
9.49K
$843K
|
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
365+ 1.58% |
$29.2K - $33.1K
|
23.5K
$2.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
359+ 0.65% |
$28.7K - $32.5K
|
55.3K
$4.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
350New |
$28K - $31.7K
|
350
$31.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
348+ 3.11% |
$27.8K - $31.5K
|
11.5K
$1.02M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
340+ 12.67% |
$27.2K - $30.8K
|
3.02K
$269K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
336+ 9.66% |
$26.9K - $30.4K
|
3.81K
$339K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
332New |
$26.6K - $30.1K
|
332
$29.5K
|
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
331+ 7.44% |
$26.5K - $30K
|
4.78K
$424K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
320+ 4.62% |
$25.6K - $29K
|
7.25K
$643K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
317+ 1.2% |
$25.4K - $28.7K
|
26.8K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
317New |
$25.4K - $28.7K
|
317
$28.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
313+ 0.79% |
$25K - $28.4K
|
39.7K
$3.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
307+ 7.71% |
$24.6K - $27.8K
|
4.29K
$381K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
302+ 28.3% |
$24.2K - $27.4K
|
1.37K
$122K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
300New |
$24K - $27.2K
|
300
$26.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
300+ 3.17% |
$24K - $27.2K
|
9.76K
$867K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
300+ 92.88% |
$24K - $27.2K
|
623
$55.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
300+ 74.44% |
$24K - $27.2K
|
703
$62.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
300New |
$24K - $27.2K
|
300
$26.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
285+ 115.38% |
$22.8K - $25.8K
|
532
$47.2K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
283+ 8.39% |
$22.6K - $25.6K
|
3.66K
$325K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
279+ 3.1% |
$22.3K - $25.3K
|
9.27K
$823K
|