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 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
8.92KNew |
$711K - $807K
|
8.92K
$796K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.88K+ 47.73% |
$709K - $804K
|
27.5K
$2.45M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.77K+ 12.14% |
$700K - $794K
|
81K
$7.23M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.66K+ 32.03% |
$691K - $784K
|
35.7K
$3.18M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
8.49KNew |
$677K - $769K
|
8.49K
$758K
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
8.49K+ 54.27% |
$677K - $769K
|
24.1K
$2.15M
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8.38K+ 27.01% |
$668K - $758K
|
39.4K
$3.51M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.13KNew |
$649K - $736K
|
8.13K
$725K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.8K+ 61.3% |
$622K - $706K
|
20.5K
$1.83M
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
BUY
|
- |
7.23KNew |
$577K - $654K
|
7.23K
$645K
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.1KNew |
$567K - $643K
|
7.1K
$634K
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
7.05K+ 4.12% |
$562K - $638K
|
178K
$15.9M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.96K+ 22.68% |
$555K - $630K
|
37.7K
$3.36M
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
6.88K+ 3.28% |
$549K - $623K
|
217K
$19.3M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.84K+ 50.22% |
$545K - $619K
|
20.5K
$1.82M
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.82K+ 30.59% |
$544K - $618K
|
29.1K
$2.6M
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.79K+ 220.45% |
$542K - $615K
|
9.87K
$881K
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.7K+ 128.34% |
$535K - $607K
|
11.9K
$1.06M
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
6.51KNew |
$519K - $589K
|
6.51K
$581K
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.2KNew |
$494K - $561K
|
6.2K
$553K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
6.05K+ 1.17% |
$482K - $547K
|
524K
$46.8M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.01KNew |
$479K - $544K
|
6.01K
$536K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.92K+ 46.6% |
$472K - $536K
|
18.6K
$1.66M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.83K+ 160.69% |
$465K - $527K
|
9.45K
$843K
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.8K+ 32.86% |
$462K - $525K
|
23.4K
$2.09M
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.61K+ 2.48% |
$448K - $508K
|
232K
$20.7M
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.48K+ 10.76% |
$437K - $496K
|
56.4K
$5.04M
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
5.03KNew |
$401K - $456K
|
5.03K
$449K
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5K+ 52.08% |
$399K - $453K
|
14.6K
$1.3M
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.94K+ 102.4% |
$394K - $447K
|
9.77K
$871K
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
4.91K+ 1.64% |
$392K - $445K
|
305K
$27.2M
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4.83K+ 94.89% |
$385K - $437K
|
9.92K
$885K
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.82K+ 2.76% |
$384K - $436K
|
179K
$16M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.74KNew |
$378K - $429K
|
4.74K
$423K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.69K+ 0.82% |
$374K - $425K
|
575K
$51.3M
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
4.64K+ 10.11% |
$370K - $420K
|
50.6K
$4.51M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.59KNew |
$366K - $415K
|
4.59K
$409K
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
4.44KNew |
$354K - $402K
|
4.44K
$396K
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.27KNew |
$340K - $386K
|
4.27K
$381K
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
4.25K+ 3.84% |
$339K - $385K
|
115K
$10.2M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.24K+ 23.89% |
$338K - $384K
|
22K
$1.96M
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.2KNew |
$335K - $380K
|
4.2K
$375K
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.2KNew |
$335K - $380K
|
4.2K
$375K
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
4.14KNew |
$330K - $375K
|
4.14K
$369K
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4KNew |
$319K - $362K
|
4K
$357K
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.98KNew |
$317K - $360K
|
3.98K
$355K
|
|
Apr 13, 2022
Q1 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.97K+ 8.26% |
$317K - $359K
|
52.1K
$4.64M
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.88K+ 136.19% |
$310K - $352K
|
6.74K
$601K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
3.88KNew |
$310K - $352K
|
3.88K
$346K
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.85K+ 13.66% |
$307K - $348K
|
32K
$2.86M
|