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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
11.2KNew |
$846K - $954K
|
11.2K
$1.02M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.1KNew |
$838K - $946K
|
11.1K
$1.01M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
9.7K+ 233.81% |
$732K - $826K
|
13.8K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.62KNew |
$726K - $820K
|
9.62K
$878K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.61K+ 146.05% |
$650K - $734K
|
14.5K
$1.32M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.56K+ 55.29% |
$646K - $729K
|
24K
$2.19M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.41K+ 169.92% |
$635K - $717K
|
13.4K
$1.22M
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
7.95K+ 234.23% |
$600K - $677K
|
11.3K
$1.03M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.88K+ 4.03% |
$595K - $672K
|
203K
$18.6M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.74KNew |
$584K - $659K
|
7.74K
$706K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
7.58KNew |
$572K - $646K
|
7.58K
$692K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.49K+ 42.54% |
$566K - $638K
|
25.1K
$2.29M
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
7.27K+ 13.39% |
$549K - $619K
|
61.6K
$5.62M
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
7.25K+ 11.56% |
$548K - $618K
|
70K
$6.39M
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
7.19K+ 27.61% |
$543K - $612K
|
33.2K
$3.03M
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7.05KNew |
$532K - $601K
|
7.05K
$643K
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.03K+ 124.96% |
$531K - $599K
|
12.7K
$1.16M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.98KNew |
$527K - $594K
|
6.98K
$637K
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
6.96K+ 28.29% |
$526K - $593K
|
31.6K
$2.88M
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.75KNew |
$510K - $575K
|
6.75K
$616K
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.74KNew |
$509K - $575K
|
6.74K
$616K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
6.54KNew |
$494K - $557K
|
6.54K
$597K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.51K+ 12.54% |
$492K - $555K
|
58.4K
$5.33M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6.39K+ 34.23% |
$482K - $544K
|
25K
$2.29M
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.26KNew |
$473K - $534K
|
6.26K
$572K
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
6.21K+ 207066.67% |
$469K - $529K
|
6.22K
$567K
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.19KNew |
$468K - $528K
|
6.19K
$565K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.14KNew |
$464K - $523K
|
6.14K
$560K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.07K+ 75.02% |
$458K - $517K
|
14.2K
$1.29M
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
6KNew |
$453K - $511K
|
6K
$548K
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.7KNew |
$431K - $486K
|
5.7K
$521K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.69KNew |
$430K - $485K
|
5.69K
$520K
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
5.66K+ 9.97% |
$427K - $482K
|
62.4K
$5.69M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.3K+ 27.06% |
$400K - $451K
|
24.9K
$2.27M
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.11K+ 93.29% |
$386K - $436K
|
10.6K
$967K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.06KNew |
$382K - $431K
|
5.06K
$461K
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.93KNew |
$372K - $420K
|
4.93K
$450K
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
4.77K+ 26.62% |
$360K - $406K
|
22.7K
$2.07M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.72K+ 2.12% |
$357K - $403K
|
228K
$20.8M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.52K+ 84.87% |
$341K - $385K
|
9.84K
$898K
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.35KNew |
$328K - $370K
|
4.35K
$397K
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
4.32K+ 38.53% |
$327K - $368K
|
15.5K
$1.42M
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.26K+ 1.31% |
$322K - $363K
|
330K
$30.1M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.23K+ 6.62% |
$319K - $361K
|
68.1K
$6.22M
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.22K+ 50.21% |
$319K - $360K
|
12.6K
$1.15M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.18KNew |
$316K - $357K
|
4.18K
$382K
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.17KNew |
$315K - $355K
|
4.17K
$380K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.04K+ 11.47% |
$305K - $344K
|
39.3K
$3.59M
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.95K+ 48.96% |
$298K - $337K
|
12K
$1.1M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.93KNew |
$297K - $335K
|
3.93K
$359K
|