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 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
451+ 32.94% |
$34.1K - $38.4K
|
1.82K
$166K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
439+ 168.85% |
$33.1K - $37.4K
|
699
$63.8K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
435+ 34.69% |
$32.8K - $37.1K
|
1.69K
$154K
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
430+ 4.09% |
$32.5K - $36.6K
|
11K
$1M
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
416+ 2.51% |
$31.4K - $35.4K
|
17K
$1.55M
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
416+ 1.12% |
$31.4K - $35.4K
|
37.4K
$3.42M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
402New |
$30.4K - $34.3K
|
402
$36.7K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
384+ 0.85% |
$29K - $32.7K
|
45.7K
$4.17M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
367New |
$27.7K - $31.3K
|
367
$33.5K
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
352+ 4.73% |
$26.6K - $30K
|
7.79K
$711K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
347+ 8.88% |
$26.2K - $29.6K
|
4.25K
$388K
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
343+ 8.22% |
$25.9K - $29.2K
|
4.52K
$412K
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
342+ 0.71% |
$25.8K - $29.1K
|
48.2K
$4.4M
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
313+ 2.51% |
$23.6K - $26.7K
|
12.8K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
309+ 1.25% |
$23.3K - $26.3K
|
25K
$2.28M
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
300New |
$22.7K - $25.6K
|
300
$27.4K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
292New |
$22K - $24.9K
|
292
$26.7K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
277+ 41.91% |
$20.9K - $23.6K
|
938
$85.6K
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
271+ 1.13% |
$20.5K - $23.1K
|
24.1K
$2.2M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
269+ 6.49% |
$20.3K - $22.9K
|
4.41K
$403K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
267+ 4.12% |
$20.2K - $22.8K
|
6.75K
$616K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
253+ 1.7% |
$19.1K - $21.6K
|
15.1K
$1.38M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
250+ 5.06% |
$18.9K - $21.3K
|
5.19K
$474K
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
244+ 0.89% |
$18.4K - $20.8K
|
27.5K
$2.51M
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
240+ 1.05% |
$18.1K - $20.5K
|
23.1K
$2.1M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
237+ 0.58% |
$17.9K - $20.2K
|
41K
$3.74M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
236New |
$17.8K - $20.1K
|
236
$21.5K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
234New |
$17.7K - $19.9K
|
234
$21.4K
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
219+ 0.31% |
$16.5K - $18.7K
|
70.7K
$6.45M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
205+ 25.79% |
$15.5K - $17.5K
|
1K
$91.3K
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
205+ 0.71% |
$15.5K - $17.5K
|
29.2K
$2.66M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
184+ 0.44% |
$13.9K - $15.7K
|
41.6K
$3.79M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
179+ 6.86% |
$13.5K - $15.3K
|
2.79K
$255K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
177+ 11.52% |
$13.4K - $15.1K
|
1.71K
$156K
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
176+ 3.44% |
$13.3K - $15K
|
5.29K
$483K
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
167+ 0.72% |
$12.6K - $14.2K
|
23.5K
$2.14M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
162+ 3.59% |
$12.2K - $13.8K
|
4.68K
$427K
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
161+ 3.23% |
$12.2K - $13.7K
|
5.15K
$470K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
158New |
$11.9K - $13.5K
|
158
$14.4K
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
156+ 1.49% |
$11.8K - $13.3K
|
10.6K
$971K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
153+ 3.86% |
$11.6K - $13K
|
4.12K
$376K
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
152+ 7.38% |
$11.5K - $13K
|
2.21K
$202K
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
150+ 10.89% |
$11.3K - $12.8K
|
1.53K
$139K
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
150+ 2.7% |
$11.3K - $12.8K
|
5.71K
$521K
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
142+ 3.49% |
$10.7K - $12.1K
|
4.21K
$384K
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
142+ 2.59% |
$10.7K - $12.1K
|
5.63K
$514K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
139+ 3.64% |
$10.5K - $11.8K
|
3.95K
$361K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
133+ 3325.0% |
$10K - $11.3K
|
137
$12.5K
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
123+ 1.98% |
$9.29K - $10.5K
|
6.34K
$579K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
106+ 7.43% |
$8K - $9.03K
|
1.53K
$140K
|