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
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
278+ 5.62% |
$22.2K - $25.2K
|
5.22K
$464K
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
267+ 1.44% |
$21.4K - $24.2K
|
18.7K
$1.66M
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
265+ 0.58% |
$21.2K - $24K
|
45.7K
$4.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
265+ 13.25% |
$21.2K - $24K
|
2.27K
$201K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
262+ 1.39% |
$21K - $23.7K
|
19.1K
$1.69M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
253+ 3.34% |
$20.2K - $22.9K
|
7.83K
$695K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
250+ 142.86% |
$20K - $22.7K
|
425
$37.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
247+ 1.78% |
$19.8K - $22.4K
|
14.2K
$1.26M
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
245+ 8.54% |
$19.6K - $22.2K
|
3.11K
$276K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
231New |
$18.5K - $20.9K
|
231
$20.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
230New |
$18.4K - $20.8K
|
230
$20.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
225New |
$18K - $20.4K
|
225
$20K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
220+ 3.18% |
$17.6K - $19.9K
|
7.15K
$635K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
210+ 3.25% |
$16.8K - $19K
|
6.68K
$593K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
209New |
$16.7K - $18.9K
|
209
$18.6K
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
206+ 0.17% |
$16.5K - $18.7K
|
122K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
204+ 212.5% |
$16.3K - $18.5K
|
300
$26.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
202+ 1.25% |
$16.2K - $18.3K
|
16.3K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
181+ 18100.0% |
$14.5K - $16.4K
|
182
$16.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
171+ 0.51% |
$13.7K - $15.5K
|
34K
$3.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
170+ 0.17% |
$13.6K - $15.4K
|
100K
$8.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
167New |
$13.4K - $15.1K
|
167
$14.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
166+ 2.38% |
$13.3K - $15K
|
7.15K
$634K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
155+ 3.71% |
$12.4K - $14K
|
4.34K
$385K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150+ 1.2% |
$12K - $13.6K
|
12.7K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
149New |
$11.9K - $13.5K
|
149
$13.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
147+ 0.71% |
$11.8K - $13.3K
|
20.9K
$1.86M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
143+ 0.83% |
$11.4K - $13K
|
17.3K
$1.54M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
140+ 2.37% |
$11.2K - $12.7K
|
6.04K
$536K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
135+ 2.82% |
$10.8K - $12.2K
|
4.92K
$437K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
132+ 4.86% |
$10.6K - $12K
|
2.85K
$253K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
125+ 0.99% |
$10K - $11.3K
|
12.8K
$1.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
123New |
$9.84K - $11.1K
|
123
$10.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
120+ 1.57% |
$9.6K - $10.9K
|
7.78K
$691K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
120+ 15.06% |
$9.6K - $10.9K
|
917
$81.4K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120New |
$9.6K - $10.9K
|
120
$10.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
118+ 3.01% |
$9.44K - $10.7K
|
4.04K
$359K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
116+ 28.64% |
$9.28K - $10.5K
|
521
$46.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
115+ 1.95% |
$9.2K - $10.4K
|
6.01K
$534K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
102+ 0.64% |
$8.16K - $9.24K
|
16.1K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100New |
$8K - $9.06K
|
100
$8.88K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 2.05% |
$8K - $9.06K
|
4.98K
$442K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$8K - $9.06K
|
100
$8.88K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
99+ 1.53% |
$7.92K - $8.97K
|
6.56K
$583K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
98+ 3.42% |
$7.84K - $8.88K
|
2.96K
$263K
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
90+ 2.06% |
$7.2K - $8.15K
|
4.47K
$397K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
87+ 4.85% |
$6.96K - $7.88K
|
1.88K
$167K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
83+ 1.84% |
$6.64K - $7.52K
|
4.6K
$408K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
80+ 4.26% |
$6.4K - $7.25K
|
1.96K
$174K
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
80+ 2.6% |
$6.4K - $7.25K
|
3.15K
$280K
|