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 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.29% |
$239 - $272
|
1.05K
$93.8K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.13% |
$239 - $272
|
2.32K
$207K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.38% |
$239 - $272
|
791
$70.6K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2+ 0.01% |
$160 - $181
|
35.8K
$3.2M
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.04% |
$79.8 - $90.5
|
2.65K
$236K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$79.8 - $90.5
|
3.2K
$286K
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$79.8 - $90.5
|
1
$89.2
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.48% |
$79.8 - $90.5
|
210
$18.7K
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$79.8 - $90.5
|
4.94K
$441K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.16% |
$160 - $181
|
1.25K
$112K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-2- 0.02% |
$160 - $181
|
11.9K
$1.06M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 11.11% |
$239 - $272
|
24
$2.14K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-5Closed |
$399 - $453
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 3.3% |
$479 - $543
|
176
$15.7K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6Closed |
$479 - $543
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10- 1.05% |
$798 - $905
|
940
$83.9K
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-10- 2.86% |
$798 - $905
|
340
$30.3K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-12- 46.15% |
$957 - $1.09K
|
14
$1.25K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$1.2K - $1.36K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-17- 0.02% |
$1.36K - $1.54K
|
106K
$9.5M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-17- 11.41% |
$1.36K - $1.54K
|
132
$11.8K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-18- 0.24% |
$1.44K - $1.63K
|
7.54K
$673K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-19- 1.21% |
$1.52K - $1.72K
|
1.55K
$139K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-19- 8.41% |
$1.52K - $1.72K
|
207
$18.5K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-19- 1.01% |
$1.52K - $1.72K
|
1.86K
$166K
|
|
Aug 05, 2022
Q1 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-21- 0.43% |
$1.68K - $1.9K
|
4.86K
$434K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-23- 0.89% |
$1.83K - $2.08K
|
2.57K
$229K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25- 0.1% |
$1.99K - $2.26K
|
25.3K
$2.25M
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-25- 6.02% |
$1.99K - $2.26K
|
390
$34.8K
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-27- 0.1% |
$2.15K - $2.44K
|
25.7K
$2.3M
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-30- 0.19% |
$2.39K - $2.72K
|
15.7K
$1.4M
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-33- 11.19% |
$2.63K - $2.99K
|
262
$23.4K
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-39- 3.41% |
$3.11K - $3.53K
|
1.1K
$98.5K
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-41Closed |
$3.27K - $3.71K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-43- 1.08% |
$3.43K - $3.89K
|
3.92K
$350K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-44Closed |
$3.51K - $3.98K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-45- 50.0% |
$3.59K - $4.07K
|
45
$4.02K
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-45- 0.35% |
$3.59K - $4.07K
|
12.8K
$1.14M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-47- 1.7% |
$3.75K - $4.25K
|
2.71K
$242K
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 1.01% |
$3.99K - $4.53K
|
4.93K
$439K
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-53Closed |
$4.23K - $4.8K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-58- 9.98% |
$4.63K - $5.25K
|
523
$46.7K
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-60- 1.86% |
$4.79K - $5.43K
|
3.16K
$282K
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-62- 5.77% |
$4.95K - $5.61K
|
1.01K
$90.3K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-65Closed |
$5.19K - $5.88K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-67Closed |
$5.34K - $6.07K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-72- 1.46% |
$5.74K - $6.52K
|
4.85K
$433K
|
|
Apr 05, 2022
Q1 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-75- 0.32% |
$5.98K - $6.79K
|
23.4K
$2.09M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-75- 0.32% |
$5.98K - $6.79K
|
23.3K
$2.08M
|