Purchases and Sales Made in Q1 2022 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.45K- 14.3% |
$435K - $493K
|
32.6K
$2.91M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.85K- 6.53% |
$467K - $530K
|
83.7K
$7.47M
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.93KClosed |
$473K - $536K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.01KClosed |
$479K - $544K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-6.38KClosed |
$509K - $578K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.39K- 65.46% |
$510K - $579K
|
3.37K
$301K
|
|
May 10, 2022
Q1 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-6.62K- 1.97% |
$528K - $599K
|
329K
$29.4M
|
|
May 11, 2022
Q1 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.8K- 10.94% |
$542K - $616K
|
55.3K
$4.94M
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-6.8KClosed |
$542K - $616K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.95K- 26.7% |
$554K - $629K
|
19.1K
$1.7M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-6.96K- 5.47% |
$555K - $630K
|
120K
$10.7M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.08K- 16.12% |
$564K - $641K
|
36.8K
$3.28M
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.2K- 63.13% |
$574K - $651K
|
4.2K
$375K
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7.57KClosed |
$603K - $685K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.57K- 29.49% |
$604K - $685K
|
18.1K
$1.61M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.59K- 52.25% |
$605K - $687K
|
6.94K
$619K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.78KClosed |
$621K - $704K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Matrix Trust CO
|
SELL
|
- |
-7.88K- 23.42% |
$629K - $713K
|
25.8K
$2.3M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.08K- 7.41% |
$645K - $732K
|
101K
$9.02M
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-8.24K- 54.01% |
$657K - $746K
|
7.02K
$626K
|
|
May 16, 2022
Q1 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-8.3K- 30.09% |
$662K - $751K
|
19.3K
$1.72M
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-8.6KClosed |
$686K - $778K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-8.74KClosed |
$697K - $791K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-9.04K- 76.03% |
$721K - $818K
|
2.85K
$254K
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-9.14KClosed |
$729K - $827K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-9.16K- 5.47% |
$731K - $830K
|
158K
$14.1M
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-9.41K- 71.76% |
$751K - $852K
|
3.7K
$330K
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-9.56K- 76.73% |
$763K - $865K
|
2.9K
$259K
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-9.7K- 11.8% |
$774K - $878K
|
72.5K
$6.47M
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-9.72KClosed |
$775K - $880K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-9.88KClosed |
$788K - $894K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-10.1KClosed |
$808K - $917K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-10.4KClosed |
$829K - $941K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-10.6K- 15.47% |
$843K - $957K
|
57.8K
$5.15M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.7KClosed |
$850K - $965K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-10.7K- 77.56% |
$853K - $968K
|
3.09K
$276K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-11.2K- 22.01% |
$890K - $1.01M
|
39.6K
$3.53M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.3K- 5.36% |
$900K - $1.02M
|
199K
$17.8M
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12.8K- 27.74% |
$1.02M - $1.16M
|
33.4K
$2.98M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.9K- 47.27% |
$1.03M - $1.17M
|
14.4K
$1.28M
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-12.9KClosed |
$1.03M - $1.17M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-13KClosed |
$1.04M - $1.18M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-13.7K- 24.79% |
$1.09M - $1.24M
|
41.6K
$3.71M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.9K- 3.86% |
$1.11M - $1.26M
|
347K
$31M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.1K- 19.83% |
$1.13M - $1.28M
|
57.1K
$5.09M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.1K- 3.77% |
$1.13M - $1.28M
|
361K
$32.2M
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-14.1KClosed |
$1.13M - $1.28M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-14.3K- 99.99% |
$1.14M - $1.29M
|
2
$178
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-14.4KClosed |
$1.15M - $1.31M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-14.5K- 26.74% |
$1.16M - $1.31M
|
39.7K
$3.54M
|