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 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-3.18K- 22.61% |
$240K - $271K
|
10.9K
$993K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.27K- 13.26% |
$247K - $279K
|
21.4K
$1.95M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.35K- 10.74% |
$253K - $285K
|
27.8K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.36K- 55.73% |
$254K - $286K
|
2.67K
$243K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-3.41K- 24.81% |
$257K - $290K
|
10.3K
$942K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-3.44K- 46.69% |
$260K - $293K
|
3.93K
$358K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-3.55K- 12.38% |
$268K - $303K
|
25.1K
$2.3M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.17K- 34.56% |
$314K - $355K
|
7.89K
$720K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.2K- 40.47% |
$317K - $358K
|
6.18K
$564K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24K- 18.17% |
$320K - $361K
|
19.1K
$1.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-4.25K- 27.03% |
$321K - $362K
|
11.5K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.76K- 18.07% |
$359K - $405K
|
21.6K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.01K- 1.7% |
$379K - $427K
|
290K
$26.5M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.23K- 42.01% |
$395K - $446K
|
7.22K
$659K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.27K- 42.21% |
$398K - $449K
|
7.21K
$658K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.3K- 21.3% |
$400K - $451K
|
19.6K
$1.79M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-5.43K- 48.77% |
$410K - $463K
|
5.7K
$520K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-5.5K- 37.58% |
$415K - $469K
|
9.13K
$834K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5.98K- 98.0% |
$451K - $509K
|
122
$11.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.03K- 23.7% |
$455K - $514K
|
19.4K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.1K- 8.43% |
$461K - $520K
|
66.3K
$6.05M
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-6.44K- 16.23% |
$486K - $548K
|
33.2K
$3.03M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.71KClosed |
$506K - $572K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7.21K- 1.36% |
$544K - $614K
|
522K
$47.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7.47K- 47.54% |
$564K - $636K
|
8.24K
$752K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-8.01K- 54.2% |
$605K - $683K
|
6.77K
$618K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.03K- 98.67% |
$606K - $684K
|
108
$9.86K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-8.05K- 84.0% |
$608K - $686K
|
1.53K
$140K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.4K- 9.92% |
$634K - $716K
|
76.2K
$6.96M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-9.17K- 3.45% |
$692K - $781K
|
257K
$23.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-9.36K- 17.42% |
$707K - $797K
|
44.4K
$4.05M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-9.73K- 10.03% |
$734K - $829K
|
87.3K
$7.97M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-9.79K- 70.55% |
$739K - $834K
|
4.09K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.96K- 21.07% |
$752K - $848K
|
37.3K
$3.41M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-10.3K- 9.12% |
$776K - $876K
|
102K
$9.35M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 15.87% |
$852K - $961K
|
59.8K
$5.46M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 2.02% |
$865K - $977K
|
556K
$50.7M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.6K- 78.87% |
$880K - $993K
|
3.12K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-12.4K- 2.46% |
$937K - $1.06M
|
492K
$44.9M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-14.1K- 80.0% |
$1.06M - $1.2M
|
3.52K
$321K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-14.1K- 79.13% |
$1.07M - $1.2M
|
3.73K
$340K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-14.6K- 18.78% |
$1.1M - $1.24M
|
63.1K
$5.76M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-15.7K- 15.4% |
$1.19M - $1.34M
|
86.2K
$7.87M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-17K- 22.42% |
$1.28M - $1.45M
|
58.8K
$5.37M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-17.4K- 3.37% |
$1.32M - $1.49M
|
500K
$45.6M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-17.6K- 77.54% |
$1.33M - $1.5M
|
5.11K
$467K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.1K- 19.1% |
$1.37M - $1.54M
|
76.7K
$7M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-18.4K- 93.01% |
$1.39M - $1.56M
|
1.38K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.1K- 6.23% |
$1.51M - $1.71M
|
302K
$27.6M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.1K- 59.49% |
$1.52M - $1.71M
|
13.7K
$1.25M
|