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 |
---|---|---|---|---|---|---|---|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
2.17K+ 3.04% |
$173K - $196K
|
73.4K
$6.55M
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
2.15K+ 3.34% |
$172K - $195K
|
66.5K
$5.93M
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
2.15K+ 90.63% |
$171K - $194K
|
4.52K
$403K
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.1K+ 20.5% |
$167K - $190K
|
12.3K
$1.1M
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
2.04K+ 557.53% |
$162K - $184K
|
2.4K
$214K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.02K+ 2.07% |
$161K - $183K
|
99.6K
$8.89M
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.95K+ 24.37% |
$156K - $177K
|
9.97K
$890K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 17.26% |
$154K - $174K
|
13.1K
$1.17M
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.86K+ 1.51% |
$148K - $168K
|
125K
$11.2M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.81K+ 3.06% |
$145K - $164K
|
61K
$5.45M
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.81K+ 11.39% |
$144K - $164K
|
17.7K
$1.58M
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.81K+ 27.75% |
$144K - $163K
|
8.31K
$742K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.8K+ 2.69% |
$144K - $163K
|
68.8K
$6.14M
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.79K+ 56.42% |
$142K - $162K
|
4.95K
$442K
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.78K+ 6.68% |
$142K - $161K
|
28.4K
$2.54M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 4.59% |
$142K - $161K
|
40.4K
$3.61M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.64K+ 29.67% |
$131K - $148K
|
7.16K
$638K
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.62K+ 21.95% |
$129K - $146K
|
8.97K
$801K
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.61K+ 9.58% |
$128K - $146K
|
18.4K
$1.64M
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.61K+ 6.37% |
$128K - $145K
|
26.8K
$2.39M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.6K+ 14.81% |
$128K - $145K
|
12.4K
$1.11M
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.56KNew |
$124K - $141K
|
1.56K
$139K
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.51K+ 1.0% |
$121K - $137K
|
153K
$13.7M
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.49K+ 25.67% |
$119K - $135K
|
7.3K
$651K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.43K+ 5.22% |
$114K - $130K
|
28.9K
$2.58M
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.38K+ 1.89% |
$110K - $125K
|
74.7K
$6.67M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.38K+ 57.01% |
$110K - $125K
|
3.8K
$339K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.37K+ 12.1% |
$109K - $124K
|
12.7K
$1.13M
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
1.36K+ 6775.0% |
$108K - $123K
|
1.38K
$123K
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.35K+ 18.61% |
$108K - $122K
|
8.59K
$767K
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1.3K+ 9.32% |
$103K - $117K
|
15.2K
$1.36M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.29K+ 27.0% |
$103K - $117K
|
6.09K
$543K
|
|
May 06, 2022
Q1 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.26K+ 27.08% |
$101K - $114K
|
5.92K
$528K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.21K+ 21.7% |
$96.7K - $110K
|
6.8K
$606K
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1.18K+ 1.92% |
$94K - $107K
|
62.6K
$5.59M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.14K+ 5.11% |
$90.9K - $103K
|
23.4K
$2.09M
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.12K+ 21.23% |
$89.5K - $102K
|
6.41K
$572K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.1K+ 8.16% |
$88.1K - $99.9K
|
14.6K
$1.31M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.1K+ 4.09% |
$87.6K - $99.4K
|
27.9K
$2.49M
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1KNew |
$79.8K - $90.5K
|
1K
$89.2K
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
1KNew |
$79.8K - $90.5K
|
1K
$89.2K
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
995+ 4.42% |
$79.4K - $90.1K
|
23.5K
$2.1M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
993+ 10.21% |
$79.2K - $89.9K
|
10.7K
$956K
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
990+ 2.52% |
$79K - $89.6K
|
40.2K
$3.59M
|
|
May 10, 2022
Q1 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
974+ 2.85% |
$77.7K - $88.2K
|
35.2K
$3.14M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
971+ 10.47% |
$77.5K - $87.9K
|
10.2K
$914K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
967+ 0.68% |
$77.1K - $87.5K
|
144K
$12.8M
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
962New |
$76.7K - $87.1K
|
962
$85.8K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
935+ 13.09% |
$74.6K - $84.6K
|
8.08K
$721K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
930+ 85.95% |
$74.2K - $84.2K
|
2.01K
$180K
|