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 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
103+ 1.4% |
$8.22K - $9.32K
|
7.47K
$663K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$7.98K - $9.05K
|
100
$8.88K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
96+ 24.0% |
$7.66K - $8.69K
|
496
$44K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
96+ 3.24% |
$7.66K - $8.69K
|
3.06K
$272K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
95+ 1.72% |
$7.58K - $8.6K
|
5.63K
$500K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
94+ 4.9% |
$7.5K - $8.51K
|
2.01K
$179K
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
91+ 1.67% |
$7.26K - $8.24K
|
5.55K
$493K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
90+ 17.27% |
$7.18K - $8.15K
|
611
$54.3K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
90New |
$7.18K - $8.15K
|
90
$7.99K
|
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
89+ 1.77% |
$7.1K - $8.06K
|
5.11K
$453K
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
87+ 2.8% |
$6.94K - $7.88K
|
3.19K
$283K
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.6% |
$6.62K - $7.51K
|
13.9K
$1.24M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
80+ 3.38% |
$6.38K - $7.24K
|
2.44K
$217K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
75+ 0.3% |
$5.98K - $6.79K
|
24.8K
$2.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
73New |
$5.82K - $6.61K
|
73
$6.48K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
60+ 2.45% |
$4.79K - $5.43K
|
2.51K
$223K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
56New |
$4.47K - $5.07K
|
56
$4.97K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
55+ 6.5% |
$4.39K - $4.98K
|
901
$80K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
53+ 20.38% |
$4.23K - $4.8K
|
313
$27.8K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
50+ 1.39% |
$3.99K - $4.53K
|
3.65K
$324K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 2.0% |
$3.99K - $4.53K
|
2.55K
$227K
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.59% |
$3.99K - $4.53K
|
3.2K
$284K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
47+ 1.65% |
$3.75K - $4.25K
|
2.89K
$256K
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
46+ 1.45% |
$3.67K - $4.16K
|
3.23K
$287K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
45+ 4.24% |
$3.59K - $4.07K
|
1.11K
$98.3K
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
42+ 1.07% |
$3.35K - $3.8K
|
3.95K
$351K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
42+ 1.74% |
$3.35K - $3.8K
|
2.46K
$218K
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
35+ 0.83% |
$2.79K - $3.17K
|
4.25K
$377K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
31New |
$2.47K - $2.81K
|
31
$2.75K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
31New |
$2.47K - $2.81K
|
31
$2.75K
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
30+ 0.67% |
$2.39K - $2.72K
|
4.5K
$399K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
24+ 14.04% |
$1.91K - $2.17K
|
195
$17.3K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
24+ 0.44% |
$1.91K - $2.17K
|
5.47K
$486K
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
24+ 0.94% |
$1.91K - $2.17K
|
2.57K
$228K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23+ 0.56% |
$1.83K - $2.08K
|
4.16K
$369K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
20New |
$1.6K - $1.81K
|
20
$1.78K
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.31% |
$1.6K - $1.81K
|
6.5K
$577K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
20New |
$1.6K - $1.81K
|
20
$1.78K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15+ 21.13% |
$1.2K - $1.36K
|
86
$7.64K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 37.5% |
$1.2K - $1.36K
|
55
$4.88K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13New |
$1.04K - $1.18K
|
13
$1.15K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
12+ 0.44% |
$957 - $1.09K
|
2.72K
$242K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
9+ 0.26% |
$718 - $815
|
3.42K
$303K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 21.43% |
$718 - $815
|
51
$4.53K
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
8+ 0.31% |
$638 - $724
|
2.58K
$229K
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
7+ 0.09% |
$558 - $634
|
7.64K
$678K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6New |
$479 - $543
|
6
$533
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6+ 0.34% |
$479 - $543
|
1.78K
$158K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.34% |
$479 - $543
|
1.8K
$159K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6+ 0.11% |
$479 - $543
|
5.27K
$468K
|