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
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1K- 9.53% |
$75.5K - $85.2K
|
9.49K
$866K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.01K- 7.74% |
$76K - $85.7K
|
12K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.01K- 12.38% |
$76.5K - $86.3K
|
7.17K
$654K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.03K- 8.36% |
$77.6K - $87.6K
|
11.3K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.06K- 4.28% |
$80.1K - $90.4K
|
23.7K
$2.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.06K- 0.98% |
$80.3K - $90.7K
|
107K
$9.76M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.07K- 1.62% |
$80.6K - $90.9K
|
64.9K
$5.93M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 14.14% |
$82K - $92.5K
|
6.59K
$602K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.1K- 17.79% |
$82.7K - $93.3K
|
5.06K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.1K- 7.38% |
$83.1K - $93.7K
|
13.8K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.11K- 8.2% |
$83.7K - $94.4K
|
12.4K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.12K- 21.28% |
$84.6K - $95.4K
|
4.14K
$378K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.12K- 81.0% |
$84.6K - $95.5K
|
263
$24K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.12K- 23.84% |
$84.6K - $95.5K
|
3.58K
$327K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.13K- 8.48% |
$85.1K - $96K
|
12.2K
$1.11M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.13K- 25.39% |
$85.3K - $96.2K
|
3.32K
$303K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.14K- 8.87% |
$85.7K - $96.7K
|
11.7K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.15K- 4.38% |
$86.8K - $97.9K
|
25.1K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.16K- 6.21% |
$87.4K - $98.7K
|
17.5K
$1.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.21K- 7.07% |
$91.3K - $103K
|
15.9K
$1.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.24K- 1.03% |
$93.9K - $106K
|
119K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.26K- 0.72% |
$95.4K - $108K
|
174K
$15.9M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.28K- 18.17% |
$96.7K - $109K
|
5.76K
$526K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.3K- 26.59% |
$97.8K - $110K
|
3.58K
$326K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.31K- 6.57% |
$99K - $112K
|
18.7K
$1.7M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.35K- 1.16% |
$102K - $115K
|
115K
$10.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-1.37K- 4.73% |
$103K - $117K
|
27.6K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.38K- 5.53% |
$104K - $117K
|
23.5K
$2.15M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.4K- 27.47% |
$105K - $119K
|
3.68K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.42K- 6.43% |
$107K - $121K
|
20.7K
$1.89M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-1.53K- 10.05% |
$115K - $130K
|
13.7K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 9.91% |
$117K - $133K
|
14.2K
$1.29M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.61K- 3.0% |
$121K - $137K
|
52K
$4.74M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.75K- 1.5% |
$132K - $149K
|
115K
$10.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.94K- 32.16% |
$146K - $165K
|
4.08K
$373K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.94K- 11.8% |
$147K - $165K
|
14.5K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.97K- 20.58% |
$149K - $168K
|
7.61K
$695K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.15K- 22.31% |
$162K - $183K
|
7.47K
$682K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.19K- 20.27% |
$165K - $186K
|
8.59K
$784K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.25K- 21.65% |
$170K - $192K
|
8.16K
$744K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-2.33K- 36.7% |
$176K - $198K
|
4.01K
$366K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 1.32% |
$178K - $201K
|
176K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.52K- 33.4% |
$190K - $215K
|
5.03K
$459K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.52K- 3.55% |
$191K - $215K
|
68.6K
$6.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.71K- 13.67% |
$204K - $230K
|
17.1K
$1.56M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-2.72K- 7.53% |
$205K - $231K
|
33.4K
$3.05M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 19.87% |
$214K - $242K
|
11.4K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.85K- 4.06% |
$215K - $243K
|
67.4K
$6.16M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.08K- 45.95% |
$233K - $263K
|
3.63K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-3.1K- 24.59% |
$234K - $264K
|
9.51K
$868K
|