Purchases and Sales Made in Q1 2023 in Select Sector Spdr Fd Material (XLB)
This table provides information about the institutional ownership of Select Sector Spdr Fd Material (XLB) during Q1 2023. 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 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-300- 2.42% |
$22.7K - $25.6K
|
12.1K
$1.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-300- 10.41% |
$22.7K - $25.6K
|
2.58K
$236K
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-305- 0.87% |
$23K - $26K
|
34.6K
$3.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-309- 3.48% |
$23.3K - $26.3K
|
8.57K
$782K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-324- 3.02% |
$24.5K - $27.6K
|
10.4K
$949K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-326- 19.65% |
$24.6K - $27.8K
|
1.33K
$122K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-330- 5.81% |
$24.9K - $28.1K
|
5.35K
$488K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-331- 3.33% |
$25K - $28.2K
|
9.6K
$876K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-335- 11.48% |
$25.3K - $28.5K
|
2.58K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-337- 8.3% |
$25.4K - $28.7K
|
3.73K
$340K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-351- 7.09% |
$26.5K - $29.9K
|
4.6K
$420K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-353- 66.48% |
$26.7K - $30.1K
|
178
$16.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-376- 7.62% |
$28.4K - $32K
|
4.56K
$416K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-382- 3.51% |
$28.8K - $32.6K
|
10.5K
$958K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-388- 1.19% |
$29.3K - $33.1K
|
32.2K
$2.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-409- 4.37% |
$30.9K - $34.9K
|
8.95K
$817K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-413- 4.33% |
$31.2K - $35.2K
|
9.13K
$834K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-417- 13.48% |
$31.5K - $35.5K
|
2.68K
$244K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-432- 7.56% |
$32.6K - $36.8K
|
5.28K
$482K
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-450- 14.15% |
$34K - $38.3K
|
2.73K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-468- 0.98% |
$35.3K - $39.9K
|
47.1K
$4.3M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-478- 0.21% |
$36.1K - $40.7K
|
226K
$20.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-483- 1.38% |
$36.5K - $41.2K
|
34.4K
$3.14M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-490- 27.76% |
$37K - $41.8K
|
1.28K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-496- 8.34% |
$37.5K - $42.3K
|
5.45K
$498K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-518- 3.08% |
$39.1K - $44.1K
|
16.3K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-532- 1.57% |
$40.2K - $45.3K
|
33.4K
$3.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-534- 36.11% |
$40.3K - $45.5K
|
945
$86.3K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-600- 80.0% |
$45.3K - $51.1K
|
150
$13.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-600- 5.88% |
$45.3K - $51.1K
|
9.6K
$876K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-602- 74.69% |
$45.5K - $51.3K
|
204
$18.6K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-609- 18.47% |
$46K - $51.9K
|
2.69K
$245K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-618- 6.62% |
$46.7K - $52.7K
|
8.72K
$796K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-627Closed |
$47.3K - $53.4K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-629- 51.18% |
$47.5K - $53.6K
|
600
$54.8K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-630- 18.88% |
$47.6K - $53.7K
|
2.71K
$247K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-630- 3.03% |
$47.6K - $53.7K
|
20.2K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-640- 7.08% |
$48.3K - $54.5K
|
8.39K
$766K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-653- 8.84% |
$49.3K - $55.6K
|
6.74K
$615K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-667- 10.05% |
$50.4K - $56.8K
|
5.97K
$545K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-690- 16.19% |
$52.1K - $58.8K
|
3.57K
$326K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-717- 15.77% |
$54.1K - $61.1K
|
3.83K
$350K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-722- 21.35% |
$54.5K - $61.5K
|
2.66K
$243K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-780- 3.83% |
$58.9K - $66.5K
|
19.6K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-793- 3.03% |
$59.9K - $67.6K
|
25.4K
$2.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-811- 37.65% |
$61.2K - $69.1K
|
1.34K
$123K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-815- 97.02% |
$61.5K - $69.4K
|
25
$2.28K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-872- 7.75% |
$65.8K - $74.3K
|
10.4K
$947K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-875- 27.34% |
$66.1K - $74.6K
|
2.33K
$212K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-917- 23.37% |
$69.2K - $78.1K
|
3.01K
$274K
|